PayPal Payment Method (Web Portal)

Every Brightpearl account has a web portal where customers and suppliers can log in to view their account details, orders and invoices, as well as confirm orders and make payments. This guide will help you set up PayPal to use with your web portal so that your customers can make payments against their invoices online and using PayPal.

There are several other guides you may be interested in viewing:

• PayPal Integration  How to link your account in order to download transactions into Brightpearl and then, where necessary, create the accounting and match payments to orders
• PayPal and eBay  How to link your account in order to download transactions into Brightpearl, automatically create accounting and match with orders
• PayPal and Magento  The PayPal payment method is setup in Magento and downloads into one payment bucket with all payment types

Setting up your Brightpearl Account

1. Create an account with PayPal at www.paypal.com
2. In Brightpearl, go to Setup > Other > Payment methods.
3. In the PayPal section click the Set up Paypal link.
4. Select Yes to activate this payment method.
5. Enter your PayPal email address as the Paypal seller ID.
6. Specify an email address for order notifications.
7. Choose the account into which revenue from Paypal sales should go (best to create a "Paypal sales" code in your Chart of Accounts)
8. Add any fees if required and select a PayPal fee account and specify whether fees should automatically transfer into this account.
9. Ensure that both draft and paid sale statuses are configured.
10. Specify whether inventory should be automatically allocated to orders where possible.
11. Click the Save settings button.

Setting up your PayPal Account

When a user visits Paypal to enter their card details, they will need to return to Brightpearl afterwards so that their order is created on the system. If they don't return, then you won't get the order, you'll only get the payment. You can set PayPal up to return automatically to Brightpearl. Find out how to do this with PayPal help.

How does it work?

How does a customer pay?

Your customer will firstly need access to your web portal, learn more here.

To pay your customer will log in to the portal and select which invoice / amount to pay. They will then be able to select how they would like to pay. If you have setup the PayPal payment method they will have "PayPal" as one of the choices. If they select PayPal they will be redirected to log into their PayPal account to make the payment. If you want them to be redirected back to the web portal after paying you will need to setup your PayPal account to do this, read more here.

What will happen in Brightpearl?

Any PayPal payments received via your web portal will automatically be downloaded, creating the necessary accounting entries and marking invoices as paid. You will see details of the transactions on the PayPal log, find this report at Accounting > List bank accounts, click the View Paypal log under your PayPal bank account. You'll notice there is also a "sync" button on the log, this relates to PayPal transactions processed indirectly (or directly through PayPal) that need to be downloaded before creating the accounting and matching to orders, this needs to be set up elsewhere, read more here.