This is just a quick and easy tip for adding payment options to your SugarCRM or SuiteCRM Invoices to make it easier to get paid and get paid faster.

PayPal has a nice feature called PayPal Me (https://paypal.me) which provides a link you can share to take PayPal payments. After finishing the signup process you will get a unique url that is tied to your PayPal account:
PayPalMe

 

One nice feature is you can append your url with an extra slash and enter the value of the payment so https://www.paypal.me/SMickelberry/100 adds $100 to the form:

PayPal Me with Value

 

You can use this to easily add a link to your SugarCRM or SuiteCRM invoices.

  • SugarCRM 7
    • Go to Admin->PDF Manager->Invoice
    • Add the line
      • Pay with PayPal : https://paypal.me/<user_identifier>/{$fields.total|replace:’$’:”}
      • https://paypal.me/SMickelberry/{$fields.total|replace:’$’:”} (example)
      • Notice the replace function for the PDF template. You need to remove the currency sign from the total value.
    • Use the editor to make the link a different color and clickable.
  • SuiteCRM
    • Modules->PDF Templates->Invoice
    • Add the line
      • Pay with Paypal https://paypal.me/<user_identifier>/$total_amount
      • https://paypal.me/SMickelberry/$total_amount  (example)
    • Use the editor to make the link editable.

After that you will have a link your customer can use to pay you quickly. Remember as the person receiving money you pay the fees to PayPal. At the time of this writing those fees are 2.9% + $0.30 per transaction (https://www.paypal.me/pages/faqs).

 

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May 6th, 2016

Posted In: Uncategorized