How to Invoice via PayPal

PayPal is unique because it does not allow the property manager to store credit card information for collecting current balances or future balances due.  Each time an amount is due for collection from a guest, a PayPal invoice must be sent to the guest requesting payment via PayPal.

 

 

Sending a PayPal invoice to a guest can be done either via the guest control panel or within each individual invoice.  If within the guest control panel please go to the Payments tab and click the button "Invoice via PayPal".

 

The red arrow above shows where a PayPal invoice can be sent within the guest invoice.

The PayPal Invoice Email Window

The PayPal Invoice Email Window

Once you've clicked "PayPal Invoice" the traditional email window will open.  Within the email is a link for [PAYPAL_LINK] , do not delete this link as it is the link the guest will see, and they will click on this link to be taken to PayPal to make a payment for whatever amount you entered at the top of the form.  

The "Confirm" button will autofill the confirmation amount for the invoice (in the event of a phone booking) or the Balance button will autofill with the remaining balance amount for the invoice.

Once complete, click the "Send" button for the email to be sent to the guest.  Then all that is left for you to do is wait for the guest to pay the amount requested.  You will be notified via PayPal when a payment occurs.

Editing the PayPal Invoice Email Template

Editing the PayPal Invoice Email Template

Go to Settings > Templates > Email

Edit the PayPal Invoice.   Do not delete the [PAYPAL_LINK] merge tag.

How to Send a Remaining Balance Payment Request Using PayPal

How to Send a Remaining Balance Payment Request Using PayPal

Most subscribers will automate balance due reminders via a trigger  When using PayPal as your payment gateway, there is a merge tag for [PAYVIAPAYPAL_LINK_BALANCE].  Inserting that merge tag (as in the example above) into the body of your trigger message, will display a hyperlink to PayPal which the guest can use to pay their remaining balance.