To check the status of a PayPal invoice on an individual payment and application, in Acumatica, [Receivables] workspace and click [Payments and Applications].
Payments and Applications under ReceivablesPayments and Applications
Click on [+] icon.
Upon clicking [+] icon you will be redirected to a new screen.
Select Action Type as [Payment].
Search for [Customer].
Click on [+] icon.
Select [Doc.type] as [Invoice].
Payments and Applications
Click on [Refresh] and then Click on [Save].
Payments and Applications
Click on [PayPal Invoice] tab.
Select [Paypal] as Payment Method.
A screen with 3 options will appear.
To get Invoice click on [Request Payment Via Paypal Invoice].
Enter a [PayPal Payer] Note if necessary.
These are displayed in the memo line of the invoice.
Click [Request Money].
A line item will appear in the PayPal Invoice tab showing the date and time payment was requested, the invoice number, the invoice status, and the invoice reference number.
The PayPal customer email, note, and invoice amount will also be listed.
Click [Save].
The invoice will be sent to the customer’s account for payment.
PaypalPaypal
Check all the invoice details.
You can see Payment is [DUE].
Click on [PayPal].
Select [Pay with].
Paypal
Click on [Complete Purchase].
Status for the Payment is [PAID].
Navigate back to the sales order screen and click on [Check Paypal Invoice Payment Status].
Once the payment is done, a new line will appear in the table above the initial payment request with the [PayPal Invoice Status] listed as [PAID]
Paypal
If the payment has not been completed, a red [X] will appear at the top of the sales order with an error message stating that the invoice has not been paid. No additional line will appear on the table.
