Add PayPal API Details to Acumatica

1. Using your recently generated API credentials, navigate to the Sales Order workspace in Acumatica and click PayPal Configuration Settings.



PayPal invoicing preferences

2. Search for the PayPal ID.
3. After installing the PayPal billing package, a PayPal ID named “PAYPAL” is already available.
• This is the PayPal ID that should be used.
• The description is automatically filled in with “PayPal configuration details”.
• The Active field will be automatically checked.



Customer ID

4. Enter the Customer ID in the corresponding Value field.
5. Enter the customer’s secret in the corresponding Value field.
6. Enter the merchant’s email in the corresponding Value field
7. This is the merchant’s email associated with the created account.
8. Enter the test mode.

 


PayPal Invoicing configuration settings

9. Click the Payment Types tab.
10. Ensure that the payment method listed is PAYPAL. The package automatically creates a PayPal payment method for PayPal Invoicing.



PayPal Invoicing configuration settings screen

1. Click the (+) sign.
2. Enter a name for PayPal Invoicing in the PayPal ID field.
3. Enter a description for PayPal Invoicing in the Description field.
4. Click the Active checkbox.
5. Go to the Settings tab.
1. Paste the MERCHANTEMAIL from the PayPal merchant site.
2. CLIENTID from the PayPal merchant site.
3. CLIENT SECRET from the PayPal merchant site.
11. Click Save.
12. Click Test Connection to ensure that the credentials entered are correct and the connection is established.
13. A pop-up window will indicate if the connection was successful.
14. Now that the connection has been established, you can send PayPal invoices to customers. The next section describes how to send PayPal invoices in Acumatica.



PayPal Invoicing settings screen