Collect payments via PayPal

How to collect invoice amounts via PayPal in 365 business Banking: with the customer's stored payment method, individually or in batches.

Applies to: PayPal

The process is the same for all payment service providers with collection and is described in detail under Collect payment via payment service providers. This page describes the specifics of PayPal.

Prerequisites

• The PayPal account is connected (Connect PayPal).
• In addition to Transaction Search, your REST API app at PayPal has the Save payment methods permission (see below).
• A payment method whose Bal. Account Type is Bank Account, pointing to the PayPal bank account, for example PAYPAL.
• A customer bank account with Payment Service Type PayPal and a successful payment authorization.
• A preferred bank account is not required. The customer's preferred bank account is collected from if its Payment Service Type is PayPal, otherwise the customer bank account with the Payment Service Type PayPal. See Which customer bank account is collected from.
• For collection in the cash receipt journal, in addition: a journal batch collects through the PayPal bank account. The payment method has the Payment Method (Banking) Payment Service, which Business Central sets automatically if the field is empty. Existing payment methods with the type Direct Debit keep working. See Collection via a payment service provider.

Payment authorization

1. Open the customer's Bank Accounts, create a customer bank account and set Payment Service Type to PayPal.
2. Choose Request Payment Authorization. Business Central creates a payment authorization link at PayPal and opens the email editor with an email to your customer that contains this link.
3. Using the link, the customer stores a payment method at PayPal. Business Central checks in the background whether the authorization has been granted and fills in the PayPal Vault Token ID; the Payment Authorization Status changes to Success. While the authorization is pending, you can query the status immediately with Check Payment Authorization Status. The PayPal Customer ID under which PayPal identifies the customer is also shown on the customer card on the Payments FastTab in the Payment Service group.

The pages your customer sees after the authorization are set in the PayPal Connection Setup with Success Redirect URL and Cancel Redirect URL; without them, the standard pages of 365 business Banking appear.

Standard page for successful authorization:

Standard page for cancelled authorization:

Collect payments

Every attempt appears in the Payment Transaction Log, whichever way is used. As a result, no invoice is collected twice. The full remaining amount of the invoice is always collected, without payment discount. The rules for every way are described in Collect payments via payment service providers.

Troubleshooting

If collection fails, the invoice stays open. The Payment Transactions FactBox of the posted invoice shows the status of the attempt; the cause is shown in the Payment Transaction Log under Error Message. First check the payment authorization status and the payment method, and trigger the collection again only after the correction.

See also

• Collect payment via payment service providers
• SEPA direct debit in the cash receipt journal
• PayPal
• Retrieve PayPal transactions
• Collect payment (what's new)