ID #1006

How can I Request Payment by PayPal?

You can add a PayPal payment link to your Invoice Header and Invoice Preview Header.  Each LeashTime invoice or billing statement you send out has a header that you can customize in ADMIN > Preferences > Billing Preferences.  If the document is a finalized invoice (with an Invoice number) or a billing statement then the header definition used is the Invoice Header setting.  If the document is an invoice preview (sent from the Clients > Invoices page) then the Invoice Preview Header is used instead.  This alternative allows you to include a brief message such as "Please review the visits and charges below and let us know if there is anything that needs to be corrected.".

To add a PayPal payment link, you first obtain a PayPal.Me link.  To do this, visit https://www.paypal.com/paypalme/ and click on the [Create Your PayPal.Me Link] button.  This prompts you to log in to PayPal and follow a simple procedure that includes choosing a name (referred to as BUSINESS.PAYPAL.ME.NAME below) for your link.  Then just add a little bit of HTML to the invoice headers.


The link should look something like:

<a href="https://paypal.me/BUSINESS.PAYPAL.ME.NAME/#AMOUNTDUE#"><img src="https://leashtime.com/art/paypal_paynow.gif" width="180" height="64" border="0">Pay Now</a>

This example works for accepting US dollars. To accept Australian dollars, add AUD right after #AMOUNTDUE# and CAD and GBP will work for Canada and Great Britain, respectively. You can google "paypal currency code" for other currencies.

You would (of course) have to substitute the correct name for BUSINESS.PAYPAL.ME.NAME.  When the invoice is prepared, LeashTime substitutes the amount due for the #AMOUNTDUE# token.  Feel free to use the PayPal image URL included above, or you can use another image of your own choosing as long as you have a URL for it.

The example above might look like:

... and clicking the PayPal link would show this:

Tags: paypal

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