Note2Invoice
PayPal sandbox

Work notes Invoice draft

AI extracts the client, services, and rates. You review the details and save a draft to PayPal.

  1. 01Add notes
  2. 02Review details
  3. 03Create in PayPal

Work notes

Include the client’s name and email, work completed, quantities, and rates.

Examples

Invoice draft

No draft yet

Extract your notes to fill in this draft.

BILL TOClient nameClient email
ServiceQtyRateAmount
Work from your notes———
TotalUSD
—

Missing details will be flagged.
You can edit every field before creating the draft.

Connections

Checking server configuration…

AI modelChecking…
PayPal sandboxChecking…

These indicators check whether credentials are present. API requests verify that they work.

PAYPAL_CLIENT_ID=your_sandbox_client_id
PAYPAL_CLIENT_SECRET=your_sandbox_secret
PAYPAL_MERCHANT_EMAIL=your_business_sandbox_email

AI_PROVIDER=meta
AI_API_KEY=your_meta_api_key

Use the business sandbox account associated with your PayPal app. Credentials stay on the server.

Data & privacy

Work notes are sent to the configured AI provider when you extract invoice details. The app does not store the notes on its server.

Reviewed invoice details are sent to PayPal sandbox only when you select Create PayPal draft. No email is sent and no payment is taken.

Credentials stay on the server. The hosted demo uses the owner’s AI key and sandbox account. Use fictional client details.

Request records contain a hash, invoice ID, status, and total; these records are temporary on the hosted demo. Your last attempt and result stay in this browser tab until you start another invoice or close the tab.