How To: Pay/Get Paid for invoices and bills using Paypal.me and Expensify

Cheryl Walsh

Why this is awesome!

Get paid for invoices quickly and securely via paypal.me!

Tools

An Expensify account & your unique Paypal.me link

Get paid for an invoice via PayPal (requestor)

First, you'll have to add your paypal.me link to your Expensify account:

• Log into your Expensify account by going to www.expensify.com. This is currently not available on the mobile app
• Navigate to: Setting - Account - Payments
• Scroll down to Alternative Payment Accounts
• Add your unique PayPal.me link and select Update

Now you're ready to create and send an invoice! Woohoo!

Create and Send an invoice

• Navigate to your Reports page in Expensify and select New Report
• Select Invoice from the dropdown menu

• Edit the title as required and add expenses to the invoice
• You can even add your logo, address, discount and preferred payment method!
• When you're ready to send, click the green Send button, add the email address of the payer and the due date!
• Click Send!
• The payer has received an email from Expensify asking them to review & pay!
• Check out this deep-dive for invoicing best practices

Pay for an invoice using Paypal.me (payer)

• You should have received an email from Expensify that looks like this: Please pay Expensify invoice "XXX Invoice #675XXX"
• Click the link: Click here to review and pay it to be directed to your Expensify account
• When you're ready to pay the invoice, click the green Pay button on the top left
• Select Via PayPal.me and you will be redirected to your PayPal account to complete the payment!

**Please note, the invoice will be marked as PAID as soon as you click the green button. Do not select Pay until you're ready to follow through with the payment!**

Related Articles:

• How to: Create and send invoices (web, mobile)
• How to: Enable Purchase Order Numbers for invoices in Expensify
• Deep-Dive: Best Practices for creating and sending invoices