Steps to process a PayPal Invoice on Payments

• To check the status of a PayPal invoice on an individual payment and application, in Acumatica, [Receivables] workspace and click [Payments and Applications].

• Click on [+] icon.
• Upon clicking [+] icon you will be redirected to a new screen.
• Select Action Type as [Payment].
• Search for [Customer].
• Click on [+] icon.
• Select [Doc.type] as [Invoice].

• Click on [Refresh] and then Click on [Save].

• Click on [PayPal Invoice] tab.
• Select [Paypal] as Payment Method.
• A screen with 3 options will appear.
• To get Invoice click on [Request Payment Via Paypal Invoice].
• Enter a [PayPal Payer] Note if necessary.
• These are displayed in the memo line of the invoice.
• Click [Request Money].
• A line item will appear in the PayPal Invoice tab showing the date and time payment was requested, the invoice number, the invoice status, and the invoice reference number.
• The PayPal customer email, note, and invoice amount will also be listed.
• Click [Save].
• The invoice will be sent to the customer’s account for payment.

• Check all the invoice details.
• You can see Payment is [DUE].
• Click on [PayPal].
• Select [Pay with].

• Click on [Complete Purchase].
• Status for the Payment is [PAID].
• Navigate back to the sales order screen and click on [Check Paypal Invoice Payment Status].
• Once the payment is done, a new line will appear in the table above the initial payment request with the [PayPal Invoice Status] listed as [PAID]

• If the payment has not been completed, a red [X] will appear at the top of the sales order with an error message stating that the invoice has not been paid. No additional line will appear on the table.