Initial account set-up.
When you first create your account, there are three things you need to do.
When you have your account up and running, there are some additional things you might like to do to help keep your business running smoothly.
Add additional users
Grant staff members access to your account to help manage your PayPal account and the payments you receive.Add and manage multiple users (Add additional users)
Keep your account up to date
Changed your business address, registered business name or number? Have a new Primary Authorised User or beneficial owner?Update business details (Keep your account up to date)
Get discounted rates
Once you’re making more than $2,500 in monthly PayPal sales, you’re eligible for our discounted rates.Apply for discounted rates (Get discounted rates)
Edit your preferences
Want to know when an additional user makes a change to your account, or want a confirmation when you send an invoice?Manage your notification preferences (Edit your preferences)
Update your settings to manage the way you get paid, and what your customers see when they pay or interact with you.
Create invoice templates
Creating an invoice template makes sending future invoices quick and easy.Create an invoice template (Create invoice templates)
Accept multiple currencies
When you sell overseas, your customers might prefer to pay you in their own currency.Accept and manage multiple currencies (Accept multiple currencies)
Update your card statement name
This name helps customers identify their payment to you on their credit card statement.Update card statement name (Update your card statement name)
Create a customer service message
Your customer service message will be sent when a customer disputes a transaction.Create customer service message (Create a customer service message)
Set up API permissions
Set up your API permissions and credentials to allow developers and third parties, like shopping carts, to access your PayPal account.Set up API permissions
Create and manage payment buttons
You can set up multiple PayPal payment buttons and then copy and paste the HTML into your site to get paid faster.Create payment buttons
Edit your payment preferences
Tell us where your customers should be sent after they’ve completed their payment, and decide if they need a PayPal account to pay you.Edit website payment preferences
Once you’ve started receiving payments, there are some things you can do to manage them.
Manage your invoices
Send reminders, cancel invoices, and record cash payments.Manage your open invoices (Manage your invoices)
Create and download monthly financial summaries and sales reports.Visit Reporting Centre (View reports)
Withdraw your PayPal balance to your linked bank account.Withdraw money (Withdraw money)
Check for fraud
Review incoming payments against our fraud prevention checklist.Download fraud prevention checklist (Check for fraud)
Sometimes things don’t go to plan. When things go wrong, it’s good to know what’s happening.
Manage customer concerns
Learn how to deal with customer disputes, and the difference between disputes, claims and chargebacks.Learn about customer disputes (Manage customer concerns)
If a limitation is placed on your account, you may be asked to provide details about your business.Learn about account limitations (Account limitations)
Payment holds and declines
Payments may be held or declined to help protect your business from fraud.Learn about payment holds and declines (Payment holds and declines)
Need a hand?
If you need help with your account, please contact us.