Setting up PayPal

Agency Handy’s PayPal Integration lets you receive client payments directly to your PayPal account. With broad currency support and a simple setup process, it offers a convenient and secure alternative to card payments. Note: PayPal is not available for upsells due to currency and regional limitations.

What You Can Do

• Connect your PayPal account to Agency Handy

• Accept payments in multiple international currencies

• Offer a secure, familiar payment option to clients

• View PayPal transactions from your Agency Handy dashboard

Why It Matters

• Reduces friction for international clients

• Supports non-card payment preferences

• Speeds up payment collection for one-off invoices

• Utilizes PayPal’s secure and trusted infrastructure

Who Can Use This

To connect PayPal, users must:

• Have an active Agency Handy account

• Have an active PayPal account

• Be a SuperAdmin or Admin

• Have access to Integration settings

Getting Started

1. Log In to Your Account

• Sign in to your Agency Handy account using valid credentials

1. Navigate to Payment Settings

• From the left sidebar, go to Integrations

• Select PayPal Integration

1. Connect PayPal

• Click the Connect PayPal button

• You’ll be redirected to PayPal’s login page

• Log in and authorize Agency Handy to access your account

• Grant permissions as prompted

1. Confirm the Connection

• After successful authorization, you’ll return to Agency Handy

• A confirmation message will appear: PayPal Connected

Supported Currencies

Agency Handy supports the following PayPal currencies:

AUD, BRL, CAD, CNY, CZK, DKK, EUR, HKD, HUF, ILS, JPY, MYR, MXN, TWD, NZD, NOK, PHP, PLN, GBP, SGD, SEK, CHF, THB, USD

Important Notes

• Currency Compatibility: Ensure that PayPal supports the currency used in your invoice

• Decimal Restrictions: Some currencies (e.g., JPY) do not support decimals—check before invoicing

• Regional Rules (e.g., BRL):

  • BRL is only available for Brazilian PayPal accounts

  • If your account is not based in Brazil, BRL payments will be auto-converted to your primary currency

• Currency Balances:

  • Some currencies are available for in-country accounts only

  • Ensure your account’s holding currency matches your payment setup to avoid errors

• Conversion Fees:

  • PayPal applies conversion fees and spreads when converting currency

• Not Supported for Upselling:

  • PayPal cannot be used for upsells due to platform-level restrictions

Testing Transactions

• Before using PayPal in production, send a test invoice

• Use a supported currency

• Complete the payment using a secondary PayPal account

• Ensure the invoice updates correctly and funds are received