Sending a PayPal Invoice on an Acumatica Invoice

After processing an order, a PayPal invoice can be sent from the Invoice screen in Acumatica.


  1. Navigate to the Sales Orders workspace and click Invoices.

    1. Select an invoice that has not been released or create an invoice by processing a sales order.

  2. Click the Payment Information tab.

  3. Select PAYPAL as the payment method.

  4. Click the PayPal Invoice tab.

  5. Click Request Payment Via PayPal Invoice.

  6. The Reference Number will be the Order Number of the sales order.

  7. Enter the PayPal Customer Email as it corresponds to their PayPal account.

  8. The Total Amount is the amount being requested from the customer as it corresponds to the order total.

  9. Enter a PayPal Payer Note if necessary.

    1. These display in the memo line of the invoice.

  10. Click Request Money.

    1. A line item will appear in the PayPal Invoice tab showing the date and time payment was requested, the PayPal invoice number, the status of the invoice, and the PayPal invoice reference number.

    2. The PayPal customer email, note, and invoice amount will also be listed.

  11. Click Save

The invoice will now have a PayPal Invoice attached to it.

The customer will receive a payment request via their PayPal account.


Invoices cannot be released until the PayPal invoice status is listed as PAID. Ensure payment has been received by the customer to release the Acumatica invoice.