PayPal is an online payment platform that allows individuals and businesses to connect their bank accounts or credit cards to make secure transactions and protect their financial information.
By integrating it with Holded, both accounts are linked, automating your transactions and improving their efficiency. Among other benefits, you will be able to:
Establish PayPal as a payment method for your customers.
Make immediate payments without leaving Holded.
Improve the security of your transactions, making them less prone to fraud.
Access a larger number of customers by being able to receive payments in more than 100 currencies and in more than 200 markets.
In short, this integration will automate your payment and collection processes, increase the security of your transactions, and give you access to a larger number of customers.
How to integrate PayPal with Holded
☝🏼 Please note that you need to have a PayPal Business account in order to integrate with Holded.
To integrate PayPal with Holded, follow these steps:
Go to Menu > Holded Store, on the top right hand side.
In the integrations section, locate and click on "PayPal":
Click the "Activate for free" button:
After activating the integration, go to Menu > Settings > Billing > Payment methods.
Connect your PayPalaccount to include it as a payment method in your documents and contacts.
Once you connect your payment method, the PayPal integration gem in the Holded Store will be enabled automatically in case you have not activated it before.
Enable it as a payment method in the customer portal.
Add this payment gateway from Banks to synchronise your transactions
Deactivate the PayPal integration
To deactivate Holded's integration with PayPal, follow these steps:
Go to Menu > Holded Store, on the top right hand side.
In the integrations section, click on "PayPal".
Click on Deactivate:
In the pop-up window, click on "Confirm".
☝🏼 Please note that the payment method will be automatically disconnected if the PayPal Integration Gem is deactivated in the Holded Store.