FAQ Paypal

Q: We were wondering if there's a way to send customers an invoice from DEAR with a link to process the invoice via credit cards? perhaps through paypal?

A: Yes, we support two payment processors Paypal and Stripe. Please check this doc for more details on how it works http://dearsystems.com/inventory-software/wp-content/uploads/2015/08/HowToPayWithStripeAndPaypal.pdf

Q: Just trying to work out invoicing and wondering if you can help me out?  I want to create an invoice that when I email out we can provide a link to pay via credit card or paypal.  Can you please advise me of how to do that? Also I am looking to set up a generic email that when I send it out to the customers it displays the invoice amount and also addresses the email to the appropriate contact.  Can you also advise me on how to do that? I can attach an invoice and an email that we generate in Xero which we are hoping we can replicate in DEAR systems.

A: You will need to add one of the following mail merge fields to your invoice depending on the payment processor used "Pay with PayPal" or "Pay with Stripe".

Here's a guide to help you understand how to edit email templates https://dearsystems.freshdesk.com/support/solutions/articles/1000111964-email-templates. You may also view our video tutorial 'Template Editing' at https://www.youtube.com/watch?v=R-WL439BZL4.

Q: We're in the process of evaluating your software. Please advise if I will have the ability to integrate your software with PayPal?

A: Thanks for your interest in DEAR Inventory. Our software don't use any payment processors. Usually it's accounting software that includes that sort of integrations.

Q: I would like to account for an expense (bank & merchant account fees) on an invoice, as this is a portion expense to Paypal. How can I select the bank & merchant account as an option on our invoice, as this account does not show as an option.

A: You are right, expense accounts are not available on the invoice. You can create a new income account 'Bank Fees Income' and then make a manual adjustment monthly to transfer the amount to the expense account.