Method’s Payments App Securely Syncs Global PayPal Transactions to Your CRM Software
PayPal Payflow is one of several payment gateways that can be used to accept credit card payments through Method’s Payments App. All businesses have a need to simplify processes and eliminate errors, while keeping business moving and getting paid quickly. That’s why we offer our PayPal Payflow payment gateway, which supports PayPal payments made globally in any currency.
How will Method:CRM’s PayPal Payflow integration help my business?
Our PayPal Payflow payment gateway allows you to accept credit card payments without needing to be inside QuickBooks. That means your front line team can accept payment on the spot while in the field by using Method’s Payments app. When the payment is entered in Method, the transaction automatically syncs to QuickBooks.
Eliminate Manual Processes That Lead to Error
Gone are the days of your sales team getting credit card numbers over the phone, writing them down, passing them to a different department and getting them entered into your QuickBooks account. Method’s integration with PayPal Payflow allows customers to self-serve in their own customer portal. They can see outstanding balances and pay directly online!
Streamline Your Workflows
Send a customer an invoice with a link to make an online payment through their customer portal, just like with QuickBooks! Your customers will be able to pay you easily and securely through the PayPal Payflow payment gateway.
How do I get the PayPal Payflow payment gateway?
- For starters, you need to have a Method account. If you don’t yet have one, sign up for your Free 30-Day Trial Here!
- After you have your Method account set up, you must ensure that you have the Payflow Payment Gateway from Paypal. If you do not have this, you can sign up for an account on their site.
- Next, make sure that PayPal Payments Pro is enabled on your payments account. After that, you must ensure your PayPal Payflow is configured properly. To do this, and to finish setting up Method’s PayPal Payflow Payment Gateway, check out our help article for step-by-step instructions.
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