Strategy

3 Ways to Accept Payments from Clients with PayPal

January 30, 2020

  So, you’ve put all this work into landing your client, but are you ready to accept their money? And even more importantly, have you made it as easy as […]

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So, you’ve put all this work into landing your client, but are you ready to accept their money? And even more importantly, have you made it as easy as possible for them to pay you?

 

Before even jumping into actually processing any payments, you first need to answer the following questions:

  • Are payments ongoing or will payments be processed a finite number of times?
  • How much are those payments?
  • Where do you want the money to go and how often do you want to receive it?

You want to ensure that the way you accept payments from those hard-earned clients is as barrier and resistant-free as possible while achieving everything you need it to achieve for your business.

That means, for example:

  • having the capability to send recurring invoices, or
  • charging their credit card automatically, or
  • keeping as much money in your pocket through low processing fees, or
  • payments being automatically deposited into your account, instead of having to request it…

 

So, I’ve pulled together my top three payment passages, all of which I’ve used (and still use) with Rebel Office for various purposes.

The beauty of the online world is that there are nearly infinite opportunities to build a process and a system that works, for any and all sorts of ways to make money.

P.S. if you’re looking to seriously up your client experience game and manage those clients like a boss, make sure you grab your Rebel Office membership and get instant access to our Client Management Success Series. We go further into all of the topics we cover on the RO blog within our members’ area, and we have a tonne of easy-to-use tools readily waiting for you to start using in your business.

 

Custom PayPal Button (Single or Payment Plan)

Okay, so let’s be honest… Payment buttons through PayPal are uuuuuugly. Luckily, we have a super simple solution for that!

If PayPal is your go-to for payment processing and you like to keep everything centralized in there, creating custom PayPal buttons – whether for a one-time payment or a finite payment plan – is a fantastic alternative to those not-so-cute-looking buttons.

 

For example, instead of:

 

pay

 

It could look like:

pay

 

Are you ready to build your custom button? Here’s what you need to do:

  1. Login to PayPal
  2. Go to Tools > All Tools
  3. Under “PayPal Buttons”, click Open
  4. Under “Related Items”, click “Create New Button”
  5. Under “Choose Button Type” is where you’ll determined if you want it to be a one-time payment as a “buy” button or a payment plan under “Subscription” (where you’ll be able to determine the billing cycle and frequency of payments).
  6. Go through and fill out all of the information.
  7. Click “Create Button”

 

Now… In the HTML code produced is a button ID that you’re going to want to grab.

 

pay

 

Next, put that button ID in the following to create a “link” that you will use as the URL for the button that you’ll create on your website:

 

https://www.paypal.com/cgi-bin/webscr?cmd=_s-xclick&hosted_button_id=PUTIDHERE

 

And there you have it! You’re now ready to rock and start accepting payments automatically for your services or programs.

 

Recurring Invoices

If you have retainer clients, the last thing you want to do is worry about is remembering to send them invoices every month.

Take the guilt and time out of getting paid by setting up a recurring invoice for each of your clients at the very beginning.

 

Here’s how:

  1. Login to PayPal
  2. Go to Tools > Request Money
  3. Click “Create an Invoice”
  4. As you’re filling in the information for your invoice, update the “Frequency” to the billing cycle that you’d like your invoice to be sent (weekly, monthly, quarterly, annually, etc.)

 

pay

 

Piece of cake!

Once you’ve added all the line items and contact information for your client (don’t forget their email – you’ll need to be able to send their invoice), you can click that “Send” button and you’re off to the races.

 

PayPal . me

Want to make collecting payments as easy for yourself as it is for your clients? Setup a PayPal.me.

It’s as easy as sending your clients a link to your page like “PayPal.me/rebeloffice/$” where $ would be the dollar amount that you want to collect from them.

 

i.e.: PayPal.me/rebeloffice/2500

 

pay

 

Easy breezy!

 

At the end of the day, remember that it’s as much about you getting paid as it is about the experience that you’re offering your client. That means validation, reassurance and limited barriers from the moment they contact you about your services to the moment you ask for a testimonial or referral once they’ve finished working with you.

If you’re ready to think through the entire workflow of managing your clients and really step up your game, get access to our Rebel Office Resource Library today and check our Client Management Success Series out, which includes:

  •  numerous video trainings
  • a service agreement template
  • client workflow checklist, and
  • client proposal template

 

If there’s ever anything you need help with, you are always welcome to reach out to us. We look forward to chatting with you soon!

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I’m the founder of Rebel Office Inc. and your guide to getting shit done for a day.

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