Integrate PayPal with Zoho ERP

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

By integrating PayPal with Zoho ERP, 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 also track payments received via PayPal using reports and clearing accounts.

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

To set up the integration:

• Go to Settings and select Customer Payments under Online Payments.
• Click Set Up Now next to PayPal, and click Yes, Continue in the pop-up. 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 organisation will be integrated, and you will be redirected back to Zoho ERP. Here, you can click View Details to see the integration information such as the Account Status, Merchant ID, and connected Bank Accounts used to track payments. By default, the PayPal clearing account is configured, but you can edit this at any time.

Collect Customer Payments

Enable Payment Options

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

To enable:

• Go to the Sales module.
• Select the Invoices or Subscriptions tab.
• Create a new invoice or a subscription with the necessary details.
• Scroll to the bottom of the page and check PayPal as a payment option.
• Click Save for an invoice, or Continue to review the plan and then click Create for subscription.

Your payments will now be collected via PayPal.

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 invoice 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 pop-up that appears.

• Click Pay to complete the payment.

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

If you want your customers to directly sign up for a plan, you can set up a hosted payment page and share it with them. To make payments, your customers will have to:

• Enter the required details in the hosted payment page.
• Click PayPal and select a payment method.
• Click Pay Now to complete the transaction.

Once paid, your customers will be subscribed to the plan.

Configure Bank Feeds

Payments received via PayPal are tracked under the PayPal Clearing account by default (or an account you select). Additionally, you can connect your PayPal account to fetch feeds, match, and categorise transactions from the bank accounts or credit cards you’ve linked with PayPal.

To connect:

• Go to the Accounting module.
• Click Add Bank or Credit Card.
• Select PayPal from the listed banks.
• Select the Bank Feeds Service Provider from the dropdown, check the box to Agree to all end user terms for automatic bank feeds.
• Click Proceed.
• Select the bank if you want to connect.
• Enter your bank account credentials and sign in.

The transactions from your PayPal account will be fetched into Zoho ERP.

Edit the Integration

You can change the account in which you track payments received from PayPal.

To change the account:

• Go to Settings and select Customer Payments under Online Payments.
• Click View Details near PayPal. In the following page, click the Edit icon next to Account to Track Transactions.
• Select the account in which you want to track the payments from the dropdown.
• Click Save.

Your account to track transactions will be updated.

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.

To delete:

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

PayPal will be deleted from Zoho ERP.