Integration with PayPal

To use PayPal as you payment gateway, log into your Bookeo Account. Click on "SETTINGS", then on "Online payments".



Select the "Payment Gateway" tab


 

then choose PayPal from the drop down list of payment gateways. Enter your PayPal username. Your PayPal username is the email address you used to register for your PayPal account. More info on how to recover your PayPal username from PayPal website.

2. Accept Credit Cards with PayPal

A PayPal Premier or Business account is necessary to be able to accept credit cards. If you already have a Personal PayPal account, you can upgrade your account at any time.  
 

3. Get "Verified" by PayPal

It is important to get "verified" by PayPal, so that customers will trust you as verified vendor, funds will be deposited instantly in your account, and customers will be able to pay without having a PayPal account themselves - just by using their credit card. To get your PayPal account verified, see https://www.paypal.com/webapps/mpp/security/buy-verificationfaq

4. Do not require a PayPal account

It is not necessary to have a PayPal account to make a single PayPal payment (It is necessary to enroll to a membership that has multiple recurring payments). If your customers do not get the option to pay without a PayPal account, perhaps the option is disabled in PayPal settings.

Simply login to your PayPal account, click "Profile" near the top of the page, click "My selling tools", click "Update" near "Website preferences",  select "On" under "PayPal Account Optional" near the bottom of the page and Click "Save". Note that this is the default setting, but you may have changed it in the past and forgot about it.

If you do not see the option, it typically means that your PayPal account is not verified. Please see instructions above to verify your account. Once your account is verified, then you should see the setting, and it should be on by default.

5. Block e-Checks

E-checks are a little known feature offered by paypal, by which customers can pay you via an "electronic check". When a customer pays via e-check, The order is completed, but PayPal will actually take up to 3 days to verify the check and deposit actual funds in your paypal account. This is similar to what happens when you accept normal paper checks in the real world.

Just as in the real world, e-checks may bounce! If you prefer to make sure that you receive real money in your PayPal account, simply disable e-check payments.

To disable e-checks, log in to your PayPal account, and then click on My account/Profile in the menu, then on "My selling tools", then on "Block payments: update", and then check the option to Block e-checks (and, for good measure, any other form of delayed payment such as UnionPay etc.).

6. Make sure you don't apply taxes twice

In Bookeo you can define taxes that apply to your services -  see http://help.bookeo.com/customer/portal/articles/288134-sales-taxes-in-bookeo


If you're connecting to an existing PayPal account, make sure that you're not applying taxes in both Bookeo and PayPal - or the tax will be applied twice! This is a common mistake if you had a PayPal account before, and used it to charge for taxes at the time of payment. The way PayPal lets you manage taxes depends on your country, but generally you should find tax settings in your PayPal account by clicking on My acccount > Profile > My selling tools.

7. Supported Countries and Currencies

You can make or accept payments in the following currencies using PayPal:
 

• Canadian Dollar

• Euro

• British Pound

• U.S. Dollar

• Japanese Yen

• Australian Dollar

• New Zealand Dollar

• Swiss Franc

• Hong Kong Dollar

• Singapore Dollar

• Swedish Krona

• Danish Krone

• Polish Zloty

• Norwegian Krone

• Hungarian Forint

• Czech Koruna

• Israeli New Shekel

• Mexican Peso

• Brazilian Real 

• Malaysian Ringgit 

• Philippine Peso

• New Taiwan Dollar

• Thai Baht

• Turkish Lira 

You can find more information on supported countries and currencies on the PayPal website.