## Documentation Index Access the complete documentation index at: https://www.zoho.com/au/books/help/llms.txt Use this file to discover all available documentation pages before proceeding. # PayPal Payflow Pro **Note:** The PayPal Payflow Pro integration has been deprecated and is only available for the existing users. 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. This integration is only available for users in the US, Canada and Australia editions of Zoho Books. ##### ON THIS PAGE * [Enable the Integration](/au/books/help/online-payments/payflow-pro.html#enable-payflow) * [Payments Options](/au/books/help/online-payments/payflow-pro.html#payflow-payment) * [Credit Card](/au/books/help/online-payments/payflow-pro.html#payflow-card) * [Express Checkout](/au/books/help/online-payments/payflow-pro.html#payflow-checkout) * [Configure Auto-charge](/au/books/help/online-payments/payflow-pro.html#payflow-auto) * [Receive Payments from Customers](/au/books/help/online-payments/payflow-pro.html#receive-payflow) * [Setup Payment Option](/au/books/help/online-payments/payflow-pro.html#payflow-option)  * [Charge Your Customers](/au/books/help/online-payments/payflow-pro.html#payflow-charge) * [Disable PayPal Payflow Pro](/au/books/help/online-payments/payflow-pro.html#disable-payflow) ### 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](https://manager.paypal.com/) 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: * Go to **Settings** on the top right corner of the page. * Select **Payment Gateway** under _Online Payments_. * Click **Set up Now** next to _PayPal Paylfow Pro_. ![PayPal Payflow Pro](/books/help/images/integrations/payflow-set-up.png) * Enter the details in the pop-up that appears. ![PayPal Payflow Pro](/books/help/images/integrations/payflow-setup.png) 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](/au/books/help/online-payments/payflow-pro.html#payflow-card) * [Express Checkout](/au/books/help/online-payments/payflow-pro.html#payflow-checkout) #### 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**. ![PayPal Payflow Pro](/books/help/images/integrations/payflow-transact-settings.png) * Select **Allow reference transactions**. ![PayPal Payflow Pro](/books/help/images/integrations/payflow-reference.png) ### Receive Payments from Customers #### Setup Payment 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**. ![PayPal Payflow Pro](/books/help/images/integrations/payflow-add-card.png) * Select **Paypal Payflow Pro** as the payment option. * Enter the customer’s card details. * Click **Save**.  ![PayPal Payflow Pro](/books/help/images/integrations/payflow-card-details.png) ### Charge Your Customers You can charge your customers for: * [Invoices](/au/books/help/online-payments/payflow-pro.html#payflow-manual) * [Charge Using Credit Card](/au/books/help/online-payments/payflow-pro.html#payflow-charge-card) * [Charge Using Express Checkout](/au/books/help/online-payments/payflow-pro.html#payflow-charge-checkout) * [Recurring Invoices](/au/books/help/online-payments/payflow-pro.html#payflow-recurring) #### 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**. ![PayPal Payflow Pro](/books/help/images/integrations/payflow-charge-customer.png) * Select **PayPal Payflow Pro** as the Charge card option. * Click **Proceed**. ![PayPal Payflow Pro](/books/help/images/integrations/payflow-charge-customer-updated.png) #### 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. ![PayPal Payflow Pro](/books/help/images/integrations/payflow-mail-icon.png) * Click **Send**. ![PayPal Payflow Pro](/books/help/images/integrations/payflow-preview.png) 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.  * Go to **Settings** on the top right corner of the page. * Select **Recurring Invoices** under _Sales_. * Set **Create, Charge and Send Invoices** as your preference. * Click **Save**.  ![PayPal Payflow Pro](/books/help/images/integrations/payflow-recurrng.png) 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,    * Go to the recurring invoice.  * Click **Associate Credit Card** in the top right corner. ![PayPal Payflow Pro](/books/help/images/integrations/payflow-associate.png) * Select PayPal Payflow Pro as the the card option. * Click **Proceed**. ![PayPal Payflow Pro](/books/help/images/integrations/payflow-assiciate-recurring.png) #### Disable PayPal Payflow Pro If you no longer wish to use PayPal Payflow Pro as an online payment method option: * Go to **Settings** on the top right corner of the page. * Select **Payment Gateway** under _Online Payments_. * Click the **Delete** icon next to _PayPal Payflow Pro_. ![PayPal Payflow Pro](/books/help/images/integrations/payflow-disable.png) * Click **OK**. ![PayPal Payflow Pro](/books/help/images/integrations/payflow-confirmation.png)