Steps to process a PayPal Invoice

• To check the status of a PayPal invoice on an individual Acumatica invoice, navigate to the Sales Order workspace and click Invoices.

• Click on [+] icon.

• Upon clicking [+] icon you will be redirected to a new screen.
• Search for the [Customer].
• Enter the [Reference Nbr], the sales order related to this reference Nbr will pop-up below details tab.

• 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.

• Check all the invoice details.
• You can see Payment is [DUE].

• Click on [PayPal].
• Select [Pay with].

• 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]

• 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.