Invoice Question

[Edvamp]

I am helping a company with sales and billing, and they want me to send invoices to clients but, for security purposes, they do not want me to have access to their PayPal account.  Is there a way to send an invoice to someone with a PayPal link to the PayPal account, without being logged into that account?

[snowshoe]

That's an interesting scenario.

PayPal does have an invoicing tool - it's a plug-in for Microsoft Excel however, it's dependent on access to one's PayPal Account.  When you load the template, it connects to your PayPal Account and retrieves some basic info - as a user, you don't realy access the account to see any details.   The account owner would have to set it up for you but, I'm thinking once that is done, it may work for your need.   If you were the account owner, it's a nice tool however, as a 3rd party doing work for the owner, both you and the account owner should test it out to see if everyone is comfortable to use it.  See this link:

https://www.paypal.com/webapps/mpp/excel-invoice-template-plugin

Another option is to simply include in your email invoice a generic text or hyper link to the PayPal Checkout Screens.  You can use the email version of a Buy Now item button.  When the customer clicks on the link, he or she is redirected to the PayPal Checkout Screen.  Once on the screen, all they have to do is enter the Amount due and complete the Checkout Process.  Depending on your needs, this code can be tweaked a little more for customization.   See the example code below:

<!-- Start Pay Now Link Form -->
<a href=
"https://www.paypal.com/cgi-bin/webscr?cmd=_xclick&business=your_email_address&item_name=Widget Services&item_number=WS-1001&amount=0&shipping=0.00&currency_code=USD&lc=US">Pay Online</a>
<!-- End Pay Now Link Form -->

 To test this hyperlink, simply replace the "your_email_address" with the email address associated that associated with the owner's PayPal Account.