Integrate Zoho Books with PayPal Payflow Pro

Configure PayPal Payflow Pro as your online payment option and allow your customers to make online payments using their credit card or PayPal account. If your company processes a large number of transactions on a daily basis, then the PayPal Payflow Pro is a good choice for you.

The PayPal Payflow Pro integration is only available the users in the US, Canada and Australia editions of Zoho Books.

In this page…

Enable the Integration

You can enable the integration in Zoho Books if you have a PayPal Payflow Pro account already. If you do not have a PayPal Payflow Pro account, click here to sign up.

Once you sign up for PayPal Payflow Pro, you will receive an email with your Partner ID and Vendor Name.

To enable PayPal Payflow Pro in Zoho Books:

Click Settings on the top right corner of the page.
Click Customer Payments under Integrations.
Click Set up Now under PayPal Paylfow Pro.

Enter the details in the pop-up that appears.

Field	Description
Currency	Select the currency in which you will be processing your online payments.
Partner	The unique ID provided to you by the authorized PayPal partner who registered you for the gateway.
Vendor	The merchant login ID created when you registered for an account.
User	Your PayPal Payflow Pro username.
Bank Account	Select your bank account in which you would like to receive payments.
Payment Option	Based on your payment preferences, you can choose Credit Card or Express Checkout.

Note: PayPal Payflow Pro does not have multi-currency support. If you have selected a currency, for example USD, you will only be able to receive payments only in USD.

Click Save.

Payment Options

PayPal Payflow Pro provides you with two payment options to receive payments from your customers:

Credit Card

By selecting Credit Card as the payment option for your customers, your customers will be able to pay from the same page without being redirected to any other site.

The gateway fee is 25$ per month along with a one-time setup fee of 99$. The transaction charges for payments you receive via credit card are 0.10$ per transaction.

Express Checkout

If your customers want to make payments directly from their PayPal account, you can choose Express Checkout.

The gateway pricing is 25$ fee per month along with a one-time setup fee of 99$. The transaction charges for payments you receive via Express Checkout are 3.7% of the transaction value + 0.30$ per transaction.

Note: The gateway fee, one-time setup fee and the transaction charges are collected by PayPal.

Configure Auto-charge{#payflow-auto}

Auto-charge is the ability to charge your customers automatically using payment gateways for every recurring payment.

Note: Auto-charge can be enabled only for credit cards and not express checkout.

Prerequisites for using auto-charge in Zoho Books

In order to set up auto-charge for PayPal PayFlow Pro, you will have to enable Reference Transactions in your merchant account. To do this:

Log into your PayPal account.
Go to Account Administration > Manage Security > Transaction Settings.

Select Allow reference transactions.

Receive Payments from Customers

Setup Payment Option{#payflow-option}

To start charging your customers, you must first set-up the PayPal Payflow Pro as your online payment method. To do this:

Go to Customers.
Click the More dropdown in the top right corner.
Select Add New Card.

Select Paypal Payflow Pro as the payment option.
Enter the customer’s card details.
Click Save.

Charge Your Customers

You can charge your customers for:

Receive Payments for Invoices

Charge using Credit Card

To charge your customers for the invoices you’ve created in Zoho Books:

Go to the Invoice for which you would like to charge the customer.
Click Record Payment in the top right corner.
Click Charge Customer.

Select PayPal Payflow Pro as the Charge card option.
Click Proceed.

Charge using Express Checkout

Go to the Invoice for which you would like to charge the customer.
Click the email icon on the top right corner.

Click Send.

Once the customer receives the email, he will be redirected to the Zoho Secure Pay webpage where he will be able to choose to pay for the Invoice via the Express Checkout option.

Recieve Payments for Recurring Invoices

If you would like to charge your customers automatically, you should first set up Recurring Invoice preferences.

Click Settings on the top right corner of the page.
Click Recurring Invoices under Sales.
Set Create, Charge and Send Invoices as your preference.
Click Save.

Once you setup your preferences, you can select your preferred payment option (PayPal Payflow credit card or Express Checkout) to charge you customers automatically.

To receive payments automatically for a recurring invoice,