[ PayPal ... Reviews ](https://www.g2.com/products/paypal-invoicing/reviews) [ PayPal ... Reviews ](https://www.g2.com/products/paypal-invoicing/reviews) # PayPal Invoicing Features ##### ## Billing (4) Automation Ability to create and send invoices automatically at predefined or custom frequencies. Consolidation Consolidate invoices so customers can make one payment for multiple bills. Adjustments Adjust invoices to handle exceptions and correct errors. Blacklisting Allows users to temporarily or permanently block potential fraudsters. Show More ##### ## Dunning (3) Collections Assists users in collecting payments for unpaid invoices. Dispute Management Manages disputes regarding billing and payments. Escalation Define escalation processes to suspend service for unpaid invoices. Show More ##### ## Performance (3) Packages Track the financial performance of various types of packages. Discounts Identify the impact of special pricing and discounts on revenue. Plan Changes Monitor plan changes such as upgrades and downgrades, or cancellations. Show More ##### ## Administration (16) Reporting Creating reports and presenting sales, inventory, and customer information provided by data collected by the software. Cart Management The ability for customers to add and remove multiple products before purchase. Shipping Information Collection The ability to collect shipping information in order to fascilitate order fulfillment. Inventory Management Track and manage inventory levels to maintain proper supply Promotions Management Design, communicate, and distribute incentives to perform a specific action Tax Management Implementation of various strategies to manage tax obligations via planning and maintaining compliance Multi-Channel Management Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels Catalog Management Create and manage digital catalog of products/services with their details, specifications, and price Gift Card Management Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus Refund Management Oversee the process of issuing refunds Returns Management Track and facilitate returns of products sold Order Management Manage and track customer orders for goods, investments, or any other purchases Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes SEO Management Optimize and manage the search engine optimization efforts for a website or digital content Discount Management Track products that are for sale at a reduced price or part of coupon promotions eCommerce Management Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products Show More ##### ## Integrations (9) Payment Gateway Integration Integration with a payment gateway in order to fascilitate collecting payment. E-commerce Platform Integration Integration with e-commerce platforms in order to create a seamless shopping experience. Email Integration Integration with email tools in order to easily send confirmation emails and other communication pertaining to a customer's order. Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Shipping Services Integration Integrates with shipping services Third-Party Integrations Set up connections to third-party platforms to improve business processes Accounting Integrates with accounting or similar platforms ERP Integrates with ERP systems CPM Integrates with Corporate Performance Management platforms Show More ##### ## Cart Management (5) Multi Cart Ability to create multiple shopping carts on the same platform Products Allows users to add and remove products and details such as price or item description Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Embed Shopping cards can be easily added to any type of website Email Templates Pre-made examples and templates for emails Show More ##### ## Reporting (9) Dimensions Reports revenue based on various dimensions, such as subscription segments, geographies, or discounts Deferred Revenue Tracks revenue for goods or services that have yet to be collected Revenue Recognition Accurately determines and reports the accounting period when revenues are recognized Status Reports on the status of invoices or payments Customer Credit Run reports on customer credit History Tracks all transactions, from issuing invoices to payment reminders to receiving payment Sales Tax Management Calculation of consumption tax imposed on the sale of goods/services Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Customer Statements Reports that show customers their invoices, payments, and balance on the account Show More ##### ## Bill Generation (9) Templates Provide standard invoice templates that can be customized by users Digital Billing Ability to convert invoices to digital formats such as PDF Recurring Billing Automatically generates invoices at pre-defined time intervals Hourly Billing Business model that charges based on the amount of time spent on an hourly basis Contingency Billing Business model where clients pay their lawyer a fee only if the case is won/settled successfully Project Billing Business model that bills clients an amount based on the project/task/job performed Multi-Period Recurring Billing Set rebilling periods, charging customers one rate annually or semi-annually, then a better rate afterward, as a subscriber benefit Recurring/Subscription Billing Automated process of charging customers at regular intervals for repeated access or use of a product or service Deferred Billing Buyer isn't billed until the period is up without any interest charges Show More ##### ## Bill Processing (16) Consolidation Allow users to consolidate multiple invoices into one Batch Invoicing Ability to create multiple types of invoices Management Manage invoicing for different types of products or services Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Purchase Order Management Create, send, and track purchase orders and their statuses Document Management Store, manage, and track all electronic documents in a centralized location Email Management Manage, store and organize emails within the system or via third-party apps Client Management Manage contact details and communication with clients Dunning Management Process of automatically notifying clients when payments fail to ensure invoices are paid Master Data Management Verify, organize, manage & store enterprise data assets in a centralized repository Refund Management Oversee the process of issuing refunds Discount Management Track products that are for sale at a reduced price or part of coupon promotions Sales Tax Management Calculation of consumption tax imposed on the sale of goods/services Subscription Management Process of managing customer subscription lifecycle for a recurring service or a product Recurring Invoicing Generate recurring invoices Billing & Invoicing Create, manage, and send invoices or bills to customers Show More ##### ## Integration (5) Accounting Provide integration with accounting and financial management software Payments Integrates with other payments software ERP Deliver integrations with accounting modules of ERP systems Mobile Payments Clients can submit payments via mobile devices CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Show More ##### ## Transactions (2) Invoices Creates or imports invoices Partial Payments Allow customers to make a partial payment on an invoice and track remaining debt Show More ##### ## Agentic AI - Subscription Billing (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Third-Party Integrations Set up connections to third-party platforms to improve business processes Accounting Integration Integrate with a third-party accounting system Show More ##### ## Agentic AI - Billing (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## AI - Accounts Receivable (1) Predictive Analytics Analyzes past transactions to make a prediction of when future payments are likely to be paid. Show More ##### ## Additional Functionality (160) File Encryption Encrypts data within the file, which can only be decrypted using a password or encryption key Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Third-Party Integrations Set up connections to third-party platforms to improve business processes AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Purchasing & Receiving Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity Multi-Language Manage and support multiple languages Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Customizable Invoices Invoices that can be tailored according to company's branding, payment terms and personalized information Real-Time Reporting Active reporting of data and metrics Credit Card Processing Accept and process credit card transactions Quotes/Estimates Generate quotes or estimates for customers Fraud Detection Identify and prevent suspicious activity Real-Time Data Receive data and information in real time Generative AI Use AI to generate content in the form of text, images, videos, etc. Dynamic Pricing Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc. Credit Note Legal document used by sellers & buyers to adjust invoice values in case of wrong billing, damaged goods etc. Duplicate Detection Compare new data with existing records to detect duplicate entries Invoice History Store and view prior invoices for each account/client Reminders Timed notification for any upcoming task, deadline, appointment, or activity Billing Portal Gateway through which end users can view past bills and pay current invoices Accounting Integration Integrate with a third-party accounting system Backup and Recovery Create backups and provide methods to recover deleted/lost data Customizable Branding Add customized logos and colors to align with company branding Bulk Send Process of sending a large number of documents, messages or emails to multiple recipients at once Invoice Creation Create invoices from scratch or have recurring invoices Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing API Application programming interface that allows for integration with other systems/databases Customizable Reports Alter the layout and content of reports Projections Estimate or forecast of a future scenario based on the study of present trends Multi-Currency Manage and handle various international currencies Event Logs A chronological record of actions or occurrences within a network, software, or process Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made Automated Receipt Matching Match digital receipt images or data with corresponding expense entries Tax Calculation Calculate tax and make deductions on gross income from sources like wages, investments or self-employment Payment Processing Accept, record, and reconcile financial transactions Data Import/Export Import and export data to and from software applications Real-Time Analytics Analyze and gain insights into data in real-time Client Portal Private online space that lets businesses securely share documents and provide information access to clients Email Reminders Reminders sent via email Mobile Access Access software remotely via mobile devices Bank Reconciliation Compare and match accounting/financial records with corresponding bank statements Transaction History Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Customer Accounts Record customer information, purchase history, and other notes Customizable Fields Customize data fields to support various needs and use cases PCI Compliance Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS) Audit Trail A record of all activities within the system, including user access, changes made, etc. Multiple Payment Options Process payments via multiple modes directly through the application Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information ACH Payment Processing Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Third-Party Integration Addition of necessary external data, applications, tools, or features Payment Tracking Track sent and received payments, invoices, and bills. Batch Processing Software's ability to perform similar action on multiple similar files simultaneously Approval Workflow Route documents and other data through one or more stakeholders for review and approval For Small Businesses Designed for small businesses Tax Compliance Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows For Telecommunications Industry Specifically for telecommunications industry Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Customer History Access previous interactions or concerns to maintain customer relationships Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Service Provisioning Allocate necessary resources such as equipment, wiring, and transmission available in a carrier's network. Multi-Currency Manage and handle various international currencies Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Pre-Paid Service Services paid in advance before the end of the monthly billing cycle. Product Catalog Present a catalog of inventory that customers can view Generative AI Use AI to generate content in the form of text, images, videos, etc. Configurable Workflow Configure existing workflows to meet your organization's needs Payment Processing Accept, record, and reconcile financial transactions Call Data Records(CDR) Records or detailed document of call data produced by a telephone exchange over telecommunications equipment. API Application programming interface that allows for integration with other systems/databases Flexible Rate Tables Control and set flexible rates that depend on multiple variables and enable rate automation and calculation Audit Trail A record of all activities within the system, including user access, changes made, etc. Customer Accounts Record customer information, purchase history, and other notes CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users For Internet Service Providers (ISP) Companies that provide access to the internet and its related services. Post-Paid Service Services paid in real-time or end of the monthly billing cycle. ACH Payment Processing Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Data Import/Export Import and export data to and from software applications Real-Time Analytics Analyze and gain insights into data in real-time Client Portal Private online space that lets businesses securely share documents and provide information access to clients Email Reminders Reminders sent via email Customizable Branding Add customized logos and colors to align with company branding Mobile Access Access software remotely via mobile devices Tax Calculation Calculate tax and make deductions on gross income from sources like wages, investments or self-employment Bank Reconciliation Compare and match accounting/financial records with corresponding bank statements Transaction History Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Credit Card Processing Accept and process credit card transactions Customizable Fields Customize data fields to support various needs and use cases Real-Time Data Receive data and information in real time Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made PCI Compliance Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS) Multiple Payment Options Process payments via multiple modes directly through the application Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Customizable Reports Alter the layout and content of reports Generative AI Use AI to generate content in the form of text, images, videos, etc. Expense Tracking Monitor and record expenses such as purchases or charges incurred Data Import/Export Import and export data to and from software applications Real-Time Data Receive data and information in real time User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks ACH Payment Processing Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made Billing & Invoicing Create, manage, and send invoices or bills to customers Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Aging Tracking Categorizes outstanding invoices based on the amount of time they have remained unpaid Purchase Order Management Create, send, and track purchase orders and their statuses Audit Trail A record of all activities within the system, including user access, changes made, etc. Discount Management Track products that are for sale at a reduced price or part of coupon promotions General Ledger Centralized accounting record which tracks all financial transactions Document Management Store, manage, and track all electronic documents in a centralized location Receivables Ledger A list of customers and their payments due updated on a monthly basis Recurring/Subscription Billing Automated process of charging customers at regular intervals for repeated access or use of a product or service Multi-Currency Manage and handle various international currencies Workflow Management Create, design and manage workflows for repetitive tasks Credit Card Processing Accept and process credit card transactions Task Management Create, manage and track all task activities and progression Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Forecasting Form predictions based on past and present data/trends Cash Flow Management Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Reminders Timed notification for any upcoming task, deadline, appointment, or activity Check Processing Receive and deposit or issue and record check payments Receipt Management Upload, track, and submit receipts in a central database Overpayment Processing Flag a transaction when a customer pays more than they owe and either refund the overpayment or save the overpayment as a credit Financial Management Plan, manage, and track the financial activities of an individual or organization Third-Party Integrations Set up connections to third-party platforms to improve business processes Payment Collection Tracking, managing, and initiating the transfer of funds for overdue customer payments Approval Process Control Manage the process of evaluating documents or requests submitted for approval API Application programming interface that allows for integration with other systems/databases Profit/Loss Statement A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Abandoned Cart Saver Built-in tool that sends an email invitation to customers who have added an item to their cart but left before completing checkout Mobile Access Access software remotely via mobile devices API Application programming interface that allows for integration with other systems/databases Customizable Branding Add customized logos and colors to align with company branding Multi-Language Manage and support multiple languages Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Multi-Currency Manage and handle various international currencies Payment Options Offers multiple online payment options such as credit card, Paypal, gift cards, mobile payments, and more Access Controls/Permissions Define levels of authorization for access to specific files or systems Product Catalog Present a catalog of inventory that customers can view Credit Card Processing Accept and process credit card transactions AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Customizable Reports Alter the layout and content of reports Data Import/Export Import and export data to and from software applications Generative AI Use AI to generate content in the form of text, images, videos, etc. Email Marketing Create and send email blasts/campaigns Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Rewards Points A type of incentive earned through making purchases in select categories. Customer Accounts Record customer information, purchase history, and other notes Customizable Fields Customize data fields to support various needs and use cases SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Show More ## Top-Rated Alternatives [ ![BILL AP/AR](https://images.g2crowd.com/uploads/product/hd_favicon/5732d9e5c8486308f5159e2ec584bcfb/bill-ap-ar.svg "BILL AP/AR") BILL AP/AR 4.4/5(1,809) ](https://www.g2.com/products/bill-ap-ar/reviews) [ ![QuickBooks Desktop Pro](https://images.g2crowd.com/uploads/product/hd_favicon/1507301994/quickbooks-desktop-pro.png "QuickBooks Desktop Pro") QuickBooks Desktop Pro 4.3/5(1,768) ](https://www.g2.com/products/quickbooks-desktop-pro/reviews) [ ![Zoho Invoice](https://images.g2crowd.com/uploads/product/hd_favicon/a05fe4f501b0130c41995a8a64659bdf/zoho-invoice.svg "Zoho Invoice") Zoho Invoice 4.7/5(365) ](https://www.g2.com/products/zoho-invoice/reviews) [ View All Alternatives ](https://www.g2.com/products/paypal-invoicing/competitors/alternatives) PayPal Invoicing Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_886c6362df2546780d72afd6d2eed4d9/quickbooks-desktop-pro.png "Product Avatar Image") Desktop Pro 4.3/5(1,768) [ Compare Now ](https://www.g2.com/compare/paypal-invoicing-vs-quickbooks-desktop-pro) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_b419d879f1565b869e8e240bb8295a67/bill-ap-ar.png "Product Avatar Image") BILL AP/AR 4.4/5(1,809) [ Compare Now ](https://www.g2.com/compare/bill-ap-ar-vs-paypal-invoicing) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_64629069f3e06ef074512f7e04ff8fae/zoho-invoice.png "Product Avatar Image") Zoho Invoice 4.7/5(365) [ Compare Now ](https://www.g2.com/compare/paypal-invoicing-vs-zoho-invoice) ##### Categories on G2 [ Billing ](https://www.g2.com/categories/billing)[ Subscription Billing ](https://www.g2.com/categories/subscription-billing)[ Accounts Receivable ](https://www.g2.com/categories/accounts-receivable) [ Shopping Cart ](https://www.g2.com/categories/shopping-cart) Show More ##### Explore More [ What types of accounts do teams usually start with when deploying Trintech for reconciliation? ](https://www.g2.com/discussions/what-types-of-accounts-do-teams-usually-start-with-when-deploying-trintech-for-reconciliation)[ Platforms with best customer support for virtual events ](https://www.g2.com/discussions/platforms-with-best-customer-support-for-virtual-events)[ Best virtual event platform for businesses ](https://www.g2.com/discussions/best-virtual-event-platform-for-businesses) [ Top-rated tools for certification and compliance assessments ](https://www.g2.com/discussions/top-rated-tools-for-certification-and-compliance-assessments)[ Which Sage Intacct channel partners have global enterprise deployment experience in regulated industries where data integrity is critical? ](https://www.g2.com/discussions/which-sage-intacct-channel-partners-have-global-enterprise-deployment-experience-in-regulated-industries-where-data-integrity-is-critical)[ Pros and Cons Details ](https://www.g2.com/products/paypal-invoicing/reviews?qs=pros-and-cons) Show More [ What types of accounts do teams usually start with when deploying Trintech for reconciliation? ](https://www.g2.com/discussions/what-types-of-accounts-do-teams-usually-start-with-when-deploying-trintech-for-reconciliation)[ Platforms with best customer support for virtual events ](https://www.g2.com/discussions/platforms-with-best-customer-support-for-virtual-events)[ Best virtual event platform for businesses ](https://www.g2.com/discussions/best-virtual-event-platform-for-businesses) [ Top-rated tools for certification and compliance assessments ](https://www.g2.com/discussions/top-rated-tools-for-certification-and-compliance-assessments)[ Which Sage Intacct channel partners have global enterprise deployment experience in regulated industries where data integrity is critical? ](https://www.g2.com/discussions/which-sage-intacct-channel-partners-have-global-enterprise-deployment-experience-in-regulated-industries-where-data-integrity-is-critical)[ Pros and Cons Details ](https://www.g2.com/products/paypal-invoicing/reviews?qs=pros-and-cons)