--- title: "#7b New Accounts Training : Accounting Setup, Billing, Invoice Customers with PayPal" description: CounselMore invoices can be customized to include a PayPal payment option, making it easier for families to settle balances quickly and securely. This guide will walk you through setting up a PayPal payment link and attaching it to your invoices. --- [Skip to content](https://helpdesk.counselmore.com/accepting-payments-for-counselmore-invoices-with-paypal#main-content) English Show submenu for translations [![CounselMore College Planning Software Knowledge Base](https://helpdesk.counselmore.com/hs-fs/hubfs/logos/CMLogo_CCS_wide_trans-w2000-1.gif?width=1116&height=125&name=CMLogo_CCS_wide_trans-w2000-1.gif)](https://helpdesk.counselmore.com/?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations Select below, or search by topic - There are no suggestions because the search field is empty. 1. [Knowledge Base : CounselMore Support](https://helpdesk.counselmore.com/?hsLang=en) 2. [CLIENT MANAGEMENT](https://helpdesk.counselmore.com/client-management?hsLang=en) 3. [Clients - Accounting tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-accounting-tab) # #7b New Accounts Training : Accounting Setup, Billing, Invoice Customers with PayPal ## We recommend connecting Stripe but if you prefer to use Pay Pal here's how: CounselMore invoices can be customized to include a PayPal payment option, making it easier for families to settle balances quickly and securely. This guide will walk you through setting up a PayPal payment link and attaching it to your invoices. ##### Prefer to connect to **Stripe** \> [use this article instead](https://helpdesk.counselmore.com/how-do-i-accept-payments-through-counselmore?hsLang=en) ### **Step 1: Make sure you have a PayPal Business account** - If you don’t already have one, visit [paypal.com](http://paypal.com) and create a business account. This will allow you to accept payments from clients. - Verify your account by linking your bank or card. - Complete any identity checks required by PayPal. ### **Step 2: Generate a PayPal payment link** Once your business account is ready: - Log in to your PayPal dashboard. - Look for the **“Pay & Get Paid”** section. - Select the option to create a **payment link**. ![](https://helpdesk.counselmore.com/hs-fs/hubfs/image-png-Oct-07-2025-03-14-15-7922-AM.png?width=670&height=239&name=image-png-Oct-07-2025-03-14-15-7922-AM.png) - Add your business name as the Item Name (optional) so that it is displayed on the payment page. - Make sure you select type: "Customer set price" so that customers can input the amount they'd like to pay. - Add a label for the amount field so it's clear that customers should input an amount. ![](https://helpdesk.counselmore.com/hs-fs/hubfs/image-png-Oct-07-2025-03-23-47-9314-AM.png?width=670&height=508&name=image-png-Oct-07-2025-03-23-47-9314-AM.png) - Click "Build It" in the upper right-hand corner. ![](https://helpdesk.counselmore.com/hs-fs/hubfs/image-png-Oct-07-2025-03-24-59-0064-AM.png?width=670&height=448&name=image-png-Oct-07-2025-03-24-59-0064-AM.png) - Copy the link PayPal provides or the single button code. ![](https://helpdesk.counselmore.com/hs-fs/hubfs/image-png-Oct-07-2025-03-32-54-6032-AM.png?width=670&height=318&name=image-png-Oct-07-2025-03-32-54-6032-AM.png) ![](https://helpdesk.counselmore.com/hs-fs/hubfs/image-png-Oct-07-2025-04-05-33-6417-AM.png?width=670&height=268&name=image-png-Oct-07-2025-04-05-33-6417-AM.png) ### **Step 3: Add the link to your CounselMore invoices** To make sure every invoice shows your PayPal link: 1\. Go to **Settings \> Accounting Setup**. 2\. In this section, you can add: - A **Friendly Note** (where your paste either PayPal link or single button code provided by PayPal) - A **Legal Note** ![](https://api-na2.hubspot.com/filemanager/api/v2/files/325447267006/signed-url-redirect?portalId=43985034) #### **How it looks on an invoice** - If you add the **PayPal button code**, it will display a PayPal button image that clients can click directly. ![](https://helpdesk.counselmore.com/hs-fs/hubfs/image-png-Oct-07-2025-04-16-19-8064-AM.png?width=670&height=516&name=image-png-Oct-07-2025-04-16-19-8064-AM.png) ### **Step 4: Mark the invoice as paid in CounselMore** Payments made through PayPal will not automatically update in CounselMore. Once you confirm a payment in PayPal: - Locate the invoice under the student's Accounting Tab. ![](https://helpdesk.counselmore.com/hs-fs/hubfs/image-png-Oct-07-2025-04-21-54-9632-AM.png?width=670&height=96&name=image-png-Oct-07-2025-04-21-54-9632-AM.png) - Mark it paid. Once you do, CounselMore will ask if you'd like to add a payment line item. ![](https://helpdesk.counselmore.com/hs-fs/hubfs/image-png-Oct-07-2025-04-28-27-6820-AM.png?width=670&height=120&name=image-png-Oct-07-2025-04-28-27-6820-AM.png) - If you select Yes, a new payment line will be created. - You can edit the note field and select the payment method (e.g., PayPal) to clearly record how the payment was made. ![](https://helpdesk.counselmore.com/hs-fs/hubfs/image-png-Oct-07-2025-04-32-08-4298-AM.png?width=670&height=28&name=image-png-Oct-07-2025-04-32-08-4298-AM.png)   ✅ With this setup, your clients can pay invoices online through PayPal, while you keep everything organized inside CounselMore. - [ACCOUNT SET UP](https://helpdesk.counselmore.com/account-set-up?hsLang=en#main-content) - [New Account - SELF GUIDED SET UP](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-self-guided-set-up) - [New Account - FREE LIVE TRAINING](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-free-live-training) - 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