Overview
PayPal invoices can be generated from Sellercloud and emailed to the customer for payment.
Configure PayPal Invoices
This feature requires a one-time PayPal configuration:
- Log into PayPal.
- Click the account settings icon.
- On My Profile, click My selling tools.
- Under API Access, click Update.
- Click Grant API permissions.
- Enter “billing_api1.sellercloud.com” into the Third Party Permission Username field and click Lookup.
- On the Permissions page, select Manage your invoicing through a third party and click Save. This will enable Sellercloud to create and manage invoices on your behalf.
- In Sellercloud, add your company logo to the invoices by selecting the Client Setting Send Logo with paypal invoice.
- You can now generate invoices for orders.
The email address on the company’s Toolbox > eBay Settings > Paypal Settings is used as the merchant’s email address (required) on PayPal invoices.
Create a PayPal invoice
- On the Order Details page, navigate to the Actions menu > Manage PayPal Invoices.
- Click on the + icon to Send new Invoice.
- Enter the Invoice Amount.
- (Optional) Enter an internal memo.
- (Optional) Enter a message to the recipient (this will appear in the PayPal invoice’s Notes area).
- (Optional) If applicable, enter Terms (these will appear in the PayPal invoice’s Terms and Conditions area).
- Click Create Invoice. The customer will be sent a PayPal invoice by email.
- After payment is received, the Order Status will be updated to Fully Paid.
Cancel a PayPal invoice
To cancel a PayPal invoice that was generated through Sellercloud:
- On the Order Details page, navigate to the Actions menu > Manage PayPal Invoices.
- Locate the desired invoice in the grid > Cancel Invoice.
- Enter the Cancel Reason/Subject for the email as desired.
- Click Cancel Paypal Invoice. The customer will automatically receive an email about the cancellation.