Introduction
You can connect your PayPal account to Copilot so customers can pay invoices directly through PayPal. Setup only takes a few minutes.
Important: PayPal has several limitations compared to Stripe.
Customers cannot save payment methods on file with PayPal.
Payments can only be made for invoices.
Customers cannot pay deposits on estimates or add credit to their account.
Since no payment methods are saved, businesses cannot charge customers automatically through PayPal.
👉 We recommend using PayPal as an additional option alongside Stripe, not as a replacement. Stripe offers much more functionality, including saving payment methods, auto-charging, and deposits.
Step 1: Open Online Payments Settings
Click the gear icon in the top-right corner of your screen.
Select Set Up and Manage Online Payments.
Step 2: Enable PayPal
On the Online Payments page, click Enable PayPal.
Enter the email address associated with your PayPal account.
Save your changes.
Step 3: Configure Processing Fees
For PayPal, you can choose to:
Add no fee
Apply a flat fee (added to each invoice when customers pay online)
Step 4: Manage or Disable PayPal
Once connected, you’ll see the option to disable or edit PayPal from the same settings page.