Paypal Payment Integration

Paypal Payment Integration

Super Admins and Admins can enable payments via PayPal. Managers & Staff will not have access to this information.

Zoho Bookings facilitates service enablers or service providers to collect payments through PayPal.
Info: This integration requires an account with PayPal. Also, make sure that PayPal services are available in your region.

Payments through PayPal can be set up by following the steps below:

  1. Configure Payment Gateway
  2. Collect Payments on Bookings

I. Configure Payment Gateway

NoteWe have used the currency as INR for the illustration.
  1. Click Integration on the top right of the menu panel, then click Payments on the left side panel. You will find PayPal listed under the Connections Available section.



  2. Hover over PayPal and click Configure.



    Note: Make sure that your location is in PayPal's supported list of countries. The currency that you have set for your account under General --> Basic Information  should be the same as that of your PayPal account.

  3. A pop-up shows up. Enter the email address associated with your PayPal account. Select a Payment Option and click the Set up button.


     
  4. PayPal is now enabled as a payment provider.
    Note: In order to receive payments, Online Payments must be enabled.


    NoteAt any give point in time, only one of the available payment gateways (listed above) can be configured. If a new payment gateway is set up while another is already active, the old one would be disabled.
  5. Click the Online Payments toggle button and change the status to "Enabled".



II. Collect Payments on Bookings

Info: A price is assigned to a Service, in order to collect payments when an appointment is booked.
  1. Customer initiates an appointment from the booking page, selects Pay Now and clicks Pay and Schedule Appointment.
    Note: Choose a suitable Payment Type for your business needs against the corresponding Services under the Service Information tab. The available options are "Full Payment", "Deposit" and "Optional". The below page is when Payment Type is "Optional".


  2. The customer is directed to checkout for the required amount (INR 500 in this case). Customer clicks Checkout with PayPal.
    Note: The currency is automatically picked up from Basic Information under the General tab.


  3. You are directed to log in to the PayPal account. Enter the credentials and click Log in.



  4. Add card details and click Add.



  5. Check the card details and click the Pay Now button.



  6. The customer will be redirected to the Booking Summary Page, post payment. The status of the appointment is marked "Confirmed", on successful payment.



  7. The Appointment Summary in the account also reflects the same details.


Plans supporting this feature

Sign-up date
Applicable Plans
Sign-ups on or after 10th July, 2020
Premium
Sign-ups before 10th July, 2020
Basic/Premium

NoteChanges in pricing will affect the ability to configure payments for new users starting out on or after July 10, 2020, based on the subscription plan that they hold with Zoho Bookings.

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