Connect PayPal to Taskip
Let clients pay Taskip invoices and service catalog orders via PayPal, trusted by 400 million accounts worldwide.
Integrations available on paid plans · Cancel anytime
About this Integration
PayPal + Taskip
The PayPal integration adds a PayPal payment option to your Taskip invoices and service catalog checkout. Clients can pay with their PayPal balance, linked bank account, or card, and every payment is automatically recorded in Taskip.
View PayPal's official documentationHow to Connect PayPal to Taskip
Takes about 10 minutes. No developer required.
- 1
Go to Settings → Integrations → PayPal
- 2
Enter your PayPal Client ID and Secret from the PayPal Developer Dashboard (requires a PayPal Business account for live credentials)
- 3
Choose your preferred payment mode (sandbox for testing, live for production)
- 4
Save, and the Pay with PayPal button appears on client invoices and service catalog orders immediately
What You Get with PayPal
Familiar checkout for clients
Clients pay with a method they already trust: PayPal balance, card, or bank.
Instant payment confirmation
PayPal payments update invoice and order status in Taskip in real time.
Global currency support
Accept payments in multiple currencies, PayPal handles the conversion.
Sandbox testing built in
Test the full payment flow before going live, with no real charges.
Free to upgrade for live payments
A Personal PayPal account works for sandbox testing, but live credentials need a free PayPal Business account upgrade.
Frequently Asked Questions
Is the PayPal integration free?
No. Taskip integrations are available on paid plans only. The free plan includes core CRM, project management, and client portal features. To connect PayPal, upgrade to a paid Taskip plan.
How do I connect PayPal to Taskip?
Go to Settings → Integrations → PayPal Enter your PayPal Client ID and Secret from the PayPal Developer Dashboard (requires a PayPal Business account for live credentials) Choose your preferred payment mode (sandbox for testing, live for production) Save, and the Pay with PayPal button appears on client invoices and service catalog orders immediately
What happens if I disconnect PayPal from Taskip?
Disconnecting stops all future syncs and event sends. Your existing data in both PayPal and Taskip remains intact, nothing is deleted from either platform.
Can clients pay Taskip invoices without a PayPal account?
Yes. PayPal's guest checkout lets clients pay by debit or credit card without logging in to a PayPal account. The option is presented automatically on the PayPal checkout page, and clients choose to pay as a guest or log in.
More questions? Ask in our Discord community or contact support.
Paid Plans
Unlock PayPal on a Paid Plan
Integrations are available on paid Taskip plans. Upgrade in seconds, cancel anytime.
Used Alongside These Features
Invoices
Create branded invoices, get paid via Stripe, PayPal & 4 more gateways, and automate recurring or partial billing with Taskip. 7 templates, multi-currency.
Explore feature Client DeliveryService Catalog
Turn your services into sellable products with tiered packages, custom intake forms, and 24/7 client checkout, no sales calls needed.
Explore feature Sales & CRMQuotations
Generate branded quotations in minutes and convert accepted quotes to invoices with one click. 9+ templates, automatic calculations, multi-currency support.
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