Access your PayPal account on the go: PayPal Business app

Sep 03 2019 | PayPal editorial staff

When it comes to running a business, few of us leave work at the office. We’re always on the go at meetings with customers, vendors, accountants and everyone else who helps us keep our business running smoothly. With the PayPal Business app, you’ve got quick and easy way to stay up to date with what’s going on in the palm of your hand.
Here’s a quick overview of how it works and the benefits to your business.

business-app

Manage your money

When you log in to the PayPal Business app, you’ll see all your latest transactions and their details. You can check and transfer the money you’ve received to your linked bank account, and issue refunds with a tap if you need to.

Invoice on the go

You can also quickly send money to partners or suppliers with just their email or mobile number in a few taps.
Invoice on the go

Especially important for those providing services is the ability to issue invoices on the go. Once the work is done, don’t need to wait until you get back to a computer and set up a block of time to finalise paperwork. 

In the PayPal Business app, you can set up templates and create commonly used line items in your invoice settings so you can issue invoices in just a few taps. Your customers will receive them by email, so you can get paid faster and get on with business. Just go to Invoicing and tap + to create a new invoice. 

You can also check in the app for where invoices are at, send reminders and log any payments for invoices issued that you receive in cash so you know what’s outstanding, and what’s good to go.

View sales insights

When you need fast insights into how your business is growing, use the PayPal Business app to check your sales by month, quarter or year, compared to last year. You can also find your best week of the past month, and best month of the quarter or year to identify campaigns that work and when customers are buying from you. 

Contact your customers

Where an order’s delayed or you’re running late to meet a customer directly, you can contact your PayPal customers right from the app. Tap Customers to see everyone who’s sent you a payment. From there you can directly email them. You can also email them from a transaction or an open invoice.

Download the PayPal Business app from the App Store or Google Play today.
 
The contents of this site are provided for informational purposes only. You should always obtain independent, professional accounting, financial and legal advice before making any business decision.

Frequently asked questions.

PayPal invoices are easy to create. Just enter your customer’s email address. Then add an item with its quantity and amount. Add as many items as you like. You can include personalized notes, terms and conditions, discounts, or any attachments your customer might need.
When you’re finished, click Preview to see how your invoice will look for your customer.
 

How do I send invoices?

You can send PayPal invoices to any email address in the world. When your invoice is ready, just click or tap the Send button and PayPal’s platform will send an email notification with a secure link to the invoice directly to your customer. If they have a PayPal account, your customer will also receive notifications about the invoice when they log into their account.
 

How do I share invoice links?

You can also share links to invoices directly with your customers. On the desktop experience, click Share link to invoice under the Send action. You’ll get a link that lets your customer view and pay the invoice. You can copy the link and your invoice becomes payable. Then share it by email, text, or messaging app. Because invoices contain your customers’ personal information, don’t share the invoice link on a public site.
To share the link again, copy it from your list of invoices by clicking the three-dot icon for the invoice. Or get the link by opening up the invoice details.
 

How do I send invoices to multiple customers?

Send the same invoice to up to 100 customers by clicking Multiple customers and entering each email address in the Bill to field. We’ll send a separate, payable invoice to each customer.
 

How do I import a batch of invoices?

Create and send a batch of multiple invoices by importing a CSV file. Use our spreadsheet template to fill out the invoice details for each customer. For each invoice, include a customer email address, item name, and item amount. After you import the spreadsheet file, you can view a summary of the imported invoices before sending them. Once you send the file, we’ll email each customer a secure link to pay their invoice. For customer security, PayPal limits the number of invoices you can send in a single day.
Learn more about batch invoices.

Can I manage PayPal Invoicing from my mobile?

You can create, send, and manage invoices on both desktop computers and mobile phones. You can also send and manage invoices on the go with the PayPal Business mobile app. Get the mobile app from the Apple Store or Google Play. Learn more.
 

What are quick invoices?

Quick invoices let you send easy, professional payment requests on your mobile phone. They streamline invoice creation so you can quickly share a link to an invoice with your customer. Your customer will still get a professional invoice including your default business information.

On a mobile phone web browser:

1. Log into PayPal and go to your invoices.
2. Tap on the button icon in the lower right.
3. Choose Send a quick invoice, enter an amount, and payment description.
4. Tap Create and Share Link.
5. When your invoice link is ready, tap Share Link, and then share it by email, text, or messaging app.
 
On the PayPal Business mobile app:

1. Tap on the lightning bolt-shaped Quick Actions icon in the lower right.
2. Choose Send a Quick Invoice and follow prompts.
3. Tap Create and Share Link, then share it by email, text, or messaging app.
4. Tap Done.
 

How do invoices for shippable items work?

If you’re shipping an item or need your customer to give a shipping address, check the Ship Order box when you’re creating your invoice. You can then add any shipping costs. When your customer pays, you’ll be able to add tracking information when you ship their order.
 

How do I schedule recurring invoices?

You can set invoices to repeat weekly, monthly, yearly, or at a custom interval. When you start a recurring series of invoices, the customer will immediately receive the first invoice. (You also can schedule the recurring series to start at a future date.) The following invoices in the series will issue around 7:00 AM in your time zone according to frequency that you set.
 

Can I cancel a recurring invoice series?

 You can cancel a single invoice within a recurring series or the entire series of invoices. To cancel an invoice, tap the three-dot icon for the invoice within your list of invoices. You can also cancel the invoice from its details page. When you cancel an invoice within a recurring series, we’ll ask if you want to cancel the single invoice or the entire series.
 

How do I send invoices across national borders?

There’s no extra step to send invoices across national borders. You can send PayPal invoices to any email address in the world.
If your customer has a PayPal account, we’ll display the invoice and email notification in their preferred language. If your customer doesn’t have a PayPal account, we’ll send the invoice and notification email in the language of your account. You can also specify a different language by editing your customer’s contact info when you create the invoice.
Fees vary by country or region. See seller fees.

We built our apps with our various customers in mind and each of our apps best suits a particular customer’s needs. You might only need to use one app or all three. It all depends on your needs.
 
The Consumer PayPal app is primarily for consumers. People use it to send and receive money either to or from friends and family or businesses. They can make payments in stores or online, make donations, add loyalty cards as well as manage bank and payment card information.

 
The PayPal Business app is for people who use PayPal to conduct business regularly. It’s the best way to manage your business on the go. You can create and send invoices, provide refunds, transfer money to a bank, view and organize your customers’ information as well as contact them.
 
The PayPal Developer Portal offers support for developers who have questions about technical topics, such as APIs or integration. Below is a list of common topics searched for by developers. You can also browse and search on the Developer Portal for additional topics.

Encrypted Website Payments
To make online payments more secure, you can make Encrypted Website Payment buttons that rely on standard public key encryption for protection.

Identity API
PayPal offers a secure commerce Identity API that lets your customers sign in to your web site using their PayPal credentials.

Instant Payment Notification
Instant Payment Notification is a message service that automatically notifies merchants of events related to PayPal transactions.

Invoicing
Merchants, developers, and business solution providers use Invoicing APIs to automate the creation, delivery, tracking, and reconciliation of invoices with an integrated payments solution.

Mobile SDK
Accept PayPal, credit cards and other payments methods through mobile apps.

Name-Value Pair (NVP) API
Information and support on name value pairs and NVP SDKs.

PayPal Checkout
PayPal Checkout gives your buyers a simplified and secure checkout experience that keeps them local to your website or mobile app throughout the payment process.

Payflow Gateway
Payflow Pro is a high performance TCP/IP-based client-server architecture solution. It includes a secure payment gateway that gives merchants total control over the payment process.

PayPal Sandbox Support
Information and support for users testing in the PayPal Sandbox environment.

Shopping Carts
The shopping cart system allows buyers to select multiple items on your website and pay for them with a single payment.

Permissions Service API
PayPal's permissions service enables you to request and obtain authorization to make API calls and take action on behalf of your customers.

SOAP
The PayPal SOAP API is based on open standards known collectively as web services, which include the Simple Object Access Protocol (SOAP), Web Services Definition Language (WSDL), and the XML Schema Definition language (XSD).

Testing Your Apps in Sandbox
A guide for developers testing their apps in the PayPal Sandbox environment.

Virtual Terminal
Information about PayPal's Virtual Terminal - a web-based application that processes credit and debit cards, replacing swipe machines.

Website Payments Pro
PayPal's Website Payments Pro is an API-based solution that enables merchants and developers to accept credit cards, debit cards, and PayPal payments directly on their website.
 
PayPal Payments Standard
You can accept credit cards online easily and offers a streamlined checkout experience to customers using mobile devices.
While you cannot add money to your PayPal balance from the Business app, you can withdraw money to a bank account.
 
From the app, tap Money and then tap Transfer to Bank. You can transfer any amount to your bank.
 
If you'd like to add money to your PayPal account, please use the PayPal (Consumer) app, or our website.
The contents of this site are provided for informational purposes only. The information in this article does not constitute legal, financial, IT, business or investment advice of any kind and is not a substitute for any professional advice. You should always obtain independent, professional accounting, financial, IT and legal advice before making any business decision.