Add a Payflow Payment Method to Customers

To assign a payment method from PayPal Payflow to a customer in Acumatica ERP, follow these steps:

1. To get started, go to the Acumatica left navigation pane and select the Receivables workspace, and click Customer Payment Methods.

Receivables Workspace

2. The Acumatica application directs you to the Customer Payment Methods screen.

Customer Payment Methods Screen

3. Click the (+) button.
4. Select a Customer ID.
1. The screen corresponding to the chosen customer will be displayed.

 


Customer Payment Methods Screen for a Specific Customer

2. Click the Payment Method tab.
3. Click the Add Payment Method (+) button.
4. Select a Payment Method.
5. Choose a Payflow Payment Method.

5. Select the Active checkbox.
6. The Proc. Center ID data fields should auto-populate.
7. Click Save.