> This is a page from the ElevenLabs documentation. For an index of the documentation, fetch https://elevenlabs.io/docs/llms.txt. # PayPal Your receptionist can email a caller your PayPal payment link, or create a draft PayPal invoice for your team to check and send. The payment link goes out with Reception's own custom procedure email, so it needs no extra connection. Invoices go through [Zapier](/docs/reception-ai/integrations/zapier), because PayPal's API only accepts short-lived access tokens. > **Warning** > > Never let your receptionist collect card numbers or PayPal passwords. Callers pay through your > PayPal link or invoice, never by reading payment details out on a call. ## Option 1: email your payment link This is the simplest setup. The link and the email's wording are fixed, so a caller can't change the amount or where the money goes. ### Get your payment link In PayPal, copy the link you want callers to use, such as your PayPal.Me link or a payment link for a fixed amount, for example a deposit. ### Write the email In Reception.ai, go to **Settings** → **Notifications**, open the **Email** tab, and edit the **custom procedure email** template. Add a subject, a short message, and your PayPal link. See [Notifications](/docs/reception-ai/features/notifications#email-templates). ### Add a procedure Add a [procedure](/docs/reception-ai/receptionist/rules-and-procedures#procedures) with a trigger such as "When the caller wants to pay or asks how to pay". In the steps, tell your receptionist to confirm the caller's email address, then send the email with **@send_custom_email**. Type **@** to insert the **send_custom_email** tool as a reference. Your receptionist can only send the email from a procedure that references it. The email goes to the email address on the caller's client record. If there isn't one, your receptionist asks for it first. ### Test it [Test your receptionist](/docs/reception-ai/receptionist/testing) by asking how to pay. The email arrives with your link. ## Option 2: draft PayPal invoices Use this when each caller owes a different amount. Your receptionist only creates drafts. Nothing reaches the caller until your team checks the draft and sends it from PayPal. ### Connect Zapier If you haven't yet, connect [Zapier](/docs/reception-ai/integrations/zapier) in Reception.ai. PayPal is a premium app on Zapier, so you need a paid Zapier plan and a PayPal Business account. ### Connect PayPal in Zapier Zapier asks for a client ID and secret from a PayPal developer app. In the [PayPal Developer Dashboard](https://developer.paypal.com), open **Apps & Credentials** and create an app. Start with **Sandbox**. You need a separate app for **Live**. ### Add the PayPal actions In your Zapier MCP server at [mcp.zapier.com](https://mcp.zapier.com), add the [actions below](#actions) from the **PayPal** app. For each field, either set a fixed value or let the AI fill it in, as listed. ### Assign the tools In Reception.ai, open the Zapier integration's **Tools** tab, select **Refresh tools**, and assign each action as listed. ### Test it [Test your receptionist](/docs/reception-ai/receptionist/testing) by asking for an invoice. A draft appears in your PayPal invoices. When it works, reconnect PayPal in Zapier with your live app. ## Actions ### Draft an invoice | Field | Value | | ---------------------- | --------------------------------------------------------------------------------------------------------------------------- | | **Zapier action** | **Create Invoice** | | **Set in Zapier** | The item's unit amount, if you charge one standard price, such as a deposit. | | **Let the AI fill in** | The item's name and quantity, the recipient's email address, and a note with the caller's name, number, and what they need. | | **Assign to** | **Client** | If your prices vary and you let the AI fill in the amount from your price list, check each draft before you send it. Ask your receptionist to spell the caller's email address back. ### Look up an invoice | Field | Value | | ---------------------- | ---------------------------------------------------- | | **Zapier action** | **Search Invoice** | | **Let the AI fill in** | The invoice ID, which starts with `INV2-` in PayPal. | | **Assign to** | **Assistant** | Your assistant can then tell you whether an invoice is paid. Don't assign it to the **Client**: invoices show the recipient's details and amounts, and callers rarely know the ID. > **Warning** > > Don't add PayPal's **Send Invoice** or **Create Payment** actions for your receptionist. With > them, a caller could get your receptionist to send invoices or payment requests from your PayPal > account to any address. Send drafts yourself from PayPal. ## Limitations * Your receptionist can't take payments on the call, check a caller's payment, or issue refunds. * **Search Invoice** finds invoices by ID only, not by name or email. * Option 1 uses Reception's one custom procedure email. If you already use it for something else, combine both in one email or use Option 2. * Each Zapier action your receptionist runs uses tasks from your Zapier plan. Zapier currently counts two tasks per successful call; failed calls aren't counted. When the plan runs out, the actions stop until it resets. ## Troubleshooting | Problem | What to check | | ----------------------------------------------- | ---------------------------------------------------------------------------------------------------------- | | The payment email isn't sent | Check the caller's client record has an email address, and the procedure references **send_custom_email**. | | A PayPal action doesn't appear in Reception.ai | Select **Refresh tools** on the Zapier integration after adding actions in Zapier. | | An action shows **Changed** and isn't used | You edited it in Zapier. Select **Update** in the **Tools** tab. | | Zapier can't connect to PayPal | Check the client ID and secret come from the same app, and that **Sandbox** matches the app type. | | Drafts don't appear in your live PayPal account | You're still connected with the sandbox app. Reconnect in Zapier with the live app. |