Integrate Zoho Invoice with PayPal

PayPal is a comprehensive online payments solution that allows you to securely collect payments from your customers.

By integrating PayPal with Zoho Invoice, you can receive payments using multiple payment methods and currencies, configure bank accounts and cards linked to PayPal to fetch feeds, match, and reconcile transactions. You can track payments received via PayPal using reports.

Payment Methods

Your customers can make payments using a range of payment methods such as cards, BNPL, and Venmo.

Cards

PayPal allows your customers to split payments across multiple credit or debit cards, choosing specific amounts for each. PayPal supports VISA, Mastercard, Amex, Discover, JCB, and UnionPay cards.

Buy Now Pay Later (BNPL)

PayPal provides payment options that offer a line of credit through which your customers can buy now and pay later. It supports two BNPL options: PayPal Credit and Pay Later.

Venmo

Venmo is a peer-to-peer payment solution that your customers from the United States can use to make payments in US dollars easily.

Set Up PayPal

To set up PayPal in Zoho Invoice, you must have a PayPal Business account. If you don’t have an account already, you can create one from Zoho Invoice and proceed with the integration.

To set up the integration:

• Go to Settings and select Online Payments.
• Click Set Up Now next to PayPal.
• You will be redirected to the PayPal portal. Enter your Email ID and select your Country or region, and click Next.
• Enter your password, and click Log In.

Your organization will be integrated, and you will be redirected back to Zoho Invoice. Here, you can view details of your integration like the Account Status and Merchant ID. By default, PayPal clearing account is configured.

Collect Customer Payments

Enable Payment Options

After setting up the integration in Zoho Invoice, enable PayPal as a payment option in invoices to receive payments.

Here’s how to enable:

• Go to the Invoices module.

• Create a new invoice with the necessary details or click Edit on the particular invoice.

• Scroll to the bottom of the page and check PayPal as a payment option.

  
  Note: If you have multiple payment gateways selected under payment options, the payment gateway that was last configured will be used to receive payments.

• Click Save.

Receive Payments from Customers

After you’ve enabled PayPal as a payment option, you can start receiving customer payments through the shared link or the customer portal.

To make payments, your customer will have to:

• View the invoice from the customer portal or email.

• Click the Pay Now button.

• Select the preferred payment method, PayPal or Venmo.

  • PayPal: Your customer will be redirected to PayPal’s checkout page, where they can choose either cards or PayPal credit.

    

  • Venmo: Your customer must scan the generated QR using the venmo app.

• Enter the required credentials in the popup that appears.

  Insight: Customers can verify the line items before making the payment in the PayPal payment page. This option is not available for partial payments.

• Click Pay to complete the payment.

Once the payment is made, it will be instantly recorded in Zoho Invoice.

Delete the Integration

If you no longer want to use this integration, you can delete it after unchecking PayPal as a payment option in unpaid invoices.

Here’s how to delete:

• Go to Settings and select Online Payments.
• Click the Delete icon next to PayPal.
• Click Ok to confirm and delete.

PayPal will be deleted from Zoho Invoice.