Installing the PayPal Invoicing Package

Configuring the PayPal invoicing package requires running the most recent customization package available for Acumatica Commerce Edition.

Requirements

  • The Kensium CommerceBasic package

  • The latest PayPal Invoicing package

The package can be obtained through a VAR using the Acumatica portal, through an Account Manager by contacting the Acumatica Helpdesk, or through the Acumatica public site.

PayPal Invoicing Installation

Process

  1. Save the .zip file of the PayPal Invoicing package to the local hard drive.

  2. Navigate to the Customization workspace.

  3. Click Customization Projects.

  4. Click the Import button.

  5. Select Import New Project.

    1. Select the PayPal Invoicing .zip file from a local folder.

    2. Click Upload.

  6. In the Levels column, indicate the level in which the package needs to be published.

  7. Toggle on the box(es) of the packages that need to be published.

    • If a package is already published in the instance that needs to remain published, the package should have a level value associated with it, and the box should be toggled on prior to publishing.

  8. Click the Publish button.

  9. Click Save.

To publish the package for a specific company in Acumatica:

  1. Click the down arrow on the Publish button.

  2. Select Publish to Multiple Tenants.

  3. When the Publish to Multiple Tenants pop-up screen appears

    • Select the checkbox(es) for the company name(s) to publish the package(s).

    • Click OK.

After installing the customization package, a PayPal merchant account must be created to obtain API details and process PayPal invoices.