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PayPal Invoicing Module for CakeBoss Cloud
The PayPal Invoicing Module has been retired – please check out our PayNow feature, which allows your customers to pay you with payment buttons right on the CakeBoss invoice!
Just go to your My Bakery screen and click the PayPal tab to get started.
See it demonstrated on YouTube: https://youtu.be/ICOfsgbCUuE
Setting up your PayPal Module (Legacy Information)
1. Purchase PayPal module in CakeBoss Cloud by clicking the “PayPal Invoicing” button at the bottom of your My Bakery screen.
2. Go to CakeBoss Cloud, My Bakery, PayPal tab.
3. Click Authorize PayPal. Don’t panic if this button redirects you to a (404) Not Found page. You may need to click Back and then click the Authorize PayPal button again.
4. Log into PayPal and click Grant Permission to authorize PayPal to communicate with CakeBoss Cloud.
5. When you are returned to CakeBoss Cloud, go back to My Bakery, PayPal tab. If necessary, update your email, language, currency, and country code.
6. If you have contract terms that you would like to display on your PayPal invoice, enter them in the Terms box.
7. Click Save.
Your authorization is now complete.
Notes about sending Paypal invoices from CakeBoss Cloud (Legacy Information)
1. The invoice is always sent for the amount of the next scheduled, unpaid payment.
2. Invoices are sent to the customer’s email address that is entered on their Customer Information screen.
3. The first invoice number will be the order number. Subsequent invoices for the same order will be named ordernumber.1, ordernumber.2, etc.
4. To send the invoice, click the button called Send Paypal Invoice on your Order screen. This will lead you to a confirmation screen. Confirm that the information is correct, then click Send Paypal Invoice again.
5. To check for paid invoices, click the button called Update Paypal Invoices on the Order screen, Payments tab.
6. The information from your ‘Notes’ tab will display underneath the Terms section. The PayPal invoice does not support HTML, so all formatting (bold, italic, hyperlinks, bullets, embedded images, etc) will be lost. Only plain text will display on the PayPal invoice.
