Benefits of PayPal and SapphireOne

Get paid or pay invoices anywhere, anytime


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  • Provide your customers with the option to pay in a few easy and secure steps.
  • Email an invoice with a PayPal link so you can be paid directly in minutes.
  • SapphireOne syncs with PayPal to import transactions directly into your Bank Rec for processing.

Getting Started with PayPal

A few easy steps in SapphireOne

Windows or Mac


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  • There are three locations where PayPal details have to be set up, one in Accounts Mode and two in Utilities Mode.
  • Go to the Mode drop down and select Accounts then select the General Ledger drop down menu on the main toolbar.
  • Make certain that a General Ledger account which is also a bank account is created for each and every currency that PayPal is to be used in.
  • Next go back to the Mode drop down and select Utilities.
  • From the Controls menu on the main tool bar, select a Company Inquiry.
  • On the left under Utilities Mode there is a Page drop down so select the Control Accounts Page.
  • Then select the PayPal Map Accounts button. When the pop up is displayed select the button to link the bank General Ledger accounts that you have created in Accounts mode.


  • Close the company inquiry when you are done with the green tick.
  • Then from the main tool bar select the Controls drop down menu.
  • Select the Master Defaults option.
  • On the left under Utilities Mode there is now Page drop down menu.
  • Scroll down and click on API page and in the API page, go down to the PayPal.
  • Paste in your PayPal details. In Payment Sync- nominate the time for SapphireOne to sync (usually overnight), then tick the Box to include payment link on sales invoice.
  • Don’t forget to green tick to close master defaults so as to save that data that you have just entered.

How it works

It’s quick and easy to start processing payments


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  • Email your customer their online invoice through Sapphire Web Pack.
  • Customer elects to Pay Now with PayPal.
  • Receive payments into your bank account.
  • Invoices are marked as paid and SapphireOne will automatically sync transactions of receipts and fees into your Bank Rec for processing.

What is PayPal

PayPal is a fast, safe way to send money, make an online payment, receive money or set up a merchant account. With over 150 million active registered accounts, PayPal helps merchants get paid anywhere they do business. PayPal offers straightforward pricing, there are no account set-up or cancellation fees. Their security monitors transactions for fraud in real time, keeping your business safe and protects your sales with Seller Protection.
Get paid faster from buyers around the world.

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