Manage PayPal invoices

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:

1. Log into PayPal.
2. Click the account settings icon.
3. On My Profile, click My selling tools.
4. Under API Access, click Update.
5. Click Grant API permissions.
6. Enter “billing_api1.sellercloud.com” into the Third Party Permission Username field and click Lookup.
7. 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.
8. In Sellercloud, add your company logo to the invoices by selecting the Client Setting Send Logo with paypal invoice.
9. You can now generate invoices for orders.

Create a PayPal invoice

1. On the Order Details page, navigate to the Actions menu > Manage PayPal Invoices.
2. Click on the + icon to Send new Invoice.
3. Enter the Invoice Amount.
4. (Optional) Enter an internal memo.
5. (Optional) Enter a message to the recipient (this will appear in the PayPal invoice’s Notes area).
6. (Optional) If applicable, enter Terms (these will appear in the PayPal invoice’s Terms and Conditions area).
7. Click Create Invoice. The customer will be sent a PayPal invoice by email.
8. 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:

1. On the Order Details page, navigate to the Actions menu > Manage PayPal Invoices.
2. Locate the desired invoice in the grid > Cancel Invoice.
3. Enter the Cancel Reason/Subject for the email as desired.
4. Click Cancel Paypal Invoice. The customer will automatically receive an email about the cancellation.