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What do my clients see when they pay an invoice via PayPal?

What your clients see when they pay a Rounded invoice with PayPal

Written by Michelle
  1. Your client opens the invoice

    1. From an Online Link: The client receives a notification email containing a link to view the invoice online. Clicking the link opens a browser window displaying the invoice.

    2. From a PDF: The client receives a notification email with a PDF attachment. The PDF contains a Pay invoice online link. Clicking this link also opens the invoice in a browser.

  2. They pay

    1. On the invoice page, they click Pay with PayPal.

    2. They choose to log in to PayPal or pay as a guest, then click Agree & Pay.

  3. What happens after payment (no action needed)

    1. The invoice is marked Paid, an income record is created, and a PayPal fee expense record is created (tax deductible).

    2. Don’t reconcile it in bank feeds, or it will create a duplicate.

    3. PayPal charges fees per transaction; Rounded does not.

Remember to download the Rounded mobile app!

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