***Please note, PayPal signup is currently being rolled out to an ever-growing number of customers. We're working hard to make this available to more and more customers every week and can't wait to let you know when it's ready for you.***

The first step toward processing credit card payments with Invoice Simple is connecting to or signing up for a PayPal Business account through your Invoice Simple account. We've put together a detailed step-by-step guide on how this works to help ensure everything goes smoothly for you.

If at any point you get stuck or have questions during the sign up process, you can call PayPal directly at 1-844-353-0785 and they will be happy to help you.

We've broken the signup process out into 6 easy steps that should take about 10 minutes to complete. Many customers are able to complete the process on their own, but feel free to read on to see each step explained in detail.

Step 1: Get Started

Step 2: Sign up for a Business Account

Step 3: Tell us about your business

Step 4: Personal Information

Step 5: Confirm your account

Step 6: Connect your bank

Step 1: Get Started

First look for the option to Accept Online Payments found in the following locations in your Invoice Simple app:

  • Settings screen

  • Edit Invoice screen

  • Edit Estimate screen

Simply tap anywhere on that area to be welcomed into the signup process.

The first screen you'll see lets you know about our partnership with PayPal. To continue, simply tap the Get Started button.

On the following page you'll be presented with the option to either create a new PayPal Business account, or connect an account if you already have one.

Note that you do not need to connect an existing PayPal Business account just because you have one. For example, you may prefer to keep your Invoice Simple transactions separate from those you run through your existing PayPal Business account. In that case, simply enter a different email address than the one already associated with your existing PayPal Business account.

Step 2: Signing up for a Business Account

If you are not connecting an existing PayPal Business account, next you'll be taken through the account signup process where you'll first be asked to choose a login password and provide your business contact information.

The business contact information you enter here should be the same as what you would put on a tax return.

For the business name field, if you don't have an official business name, just put something down that best represents what you do.

Step 3: Tell us about your business

On the next screen, you'll be asked for some information about your business, starting with the business type. The options here are:

You are a Corporation if you have incorporated your business with the IRS.

You are a Partnership if you have a registered partnership agreement.

In all other cases, you would be considered an Individual/Sole Proprietorship.

If you're not sure, you can call 1-866-745-4039 and a PayPal representative will point you in the right direction.

Next up is the service you provide, such as carpentry, electrical, HVAC, etc. As you type, examples will appear for you to choose from, as shown here:

In some cases, what you enter might not be recognized, like here where I've entered HVAC:

All I had to do here was start typing out the words for HVAC and a suitable option became available:

Then there's the drop-down menu for indicating your monthly sales. The ranges here are fairly broad, so no need to break out the calculator or call up the accountant to get an exact number.

IMPORTANT TO KEEP IN MIND:

  • Monthly sales mean the total amount of money your business takes in, as opposed to the profit you make or the salary you pay yourself.

  • Make sure to give yourself some room to grow here. So if, for example, your monthly sales average out to around $40,000, choose the next range up of $50,000 - $99,999.

  • It's better to choose a little higher than a little lower so you don't bump into a processing limit that could hold up your funds later on down the line.

If you have a business website, you can enter the URL on this page as well. If you don't have a website that's fine, you can just select the No option.

If you chose either Corporation or Partnership as your business type, you'll also be asked to provide your EIN (Employer ID Number), which would have been assigned to you by the IRS.

If you chose Individual/Sole Proprietorship, this field won't be on your screen.

Step 4: Personal Information

Here is where you'll add a small amount of your personal information, used to verify your identity and protect you from fraud. PayPal is also required to collect this information to remain in compliance with government regulations.

Note that for your SSN, they only need the last 4 digits. And for the home address, just make sure to include a valid street name and the unit number -- this has to be a home address, so PO Box's are not applicable here.

Step 5: Confirm your account

Once you hit submit, you'll be taken to a landing page with instructions to check your inbox for a confirmation email from PayPal.

Open the email, enter your password and click the confirmation link to get to your new PayPal business account dashboard.

Step 6: Connect your bank and enable automatic transfers

This step is optional, but it ensures that when you get paid, the funds will flow automatically from your client to your PayPal account and then to your bank account, typically in 1-2 business days.

For more on this, check out our detailed guide: How do I enable automatic bank deposits with PayPal?

And remember, if you have any questions or need help at any stage of the signup process, our friends at PayPal are here for you at 1-866-745-4039.

For questions about Invoice Simple, you can reach us under Support in the Settings section of the app, or shoot us an email at support@invoicesimple.com.

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