Payments received via Shopify will be created in Brightpearl.
The order payment in Brightpearl will display the gateway that collected that payment and the transaction code from that gateway. Shopify payment gateways can be mapped to Brightpearl payment methods in the Payments tab of the app.
Payment methods will need to be mapped within the Brightpearl Shopify app. Choose a Brightpearl payment method code. There are four payment methods available to be mapped:
- Shopify Payments
- Gift card
Payment download triggers
Payments are created in Brightpearl in near real-time.
The following payment types will be used in Brightpearl:
When a payment downloads into Brightpearl, it will be created in the Shopify store's default currency - the same as the order. The payment currency will always match the order currency. Where the payment currency is different from the Brightpearl base currency, it will be considered a foreign currency transaction and all the necessary conversions will be carried out for accounting purposes.
However, if Shopify multi-currency is enabled, the payment currency will match Shopify order currency and converted to Brightpearl base currency.
Read more about Shopify multi-currency support here.
Payment exchange rate
The exchange rate applied to a foreign currency payment will be the same as the exchange rate applied to the order. This means that there will be no exchange rate variance recorded between the sales invoice and payment transactions.
Partial payments are supported. Each separate payment taken for an order in Shopify will be created in Brightpearl.
Auth and capture
Only captured payments will download into Brightpearl.
Therefore when orders are shipped at the end of the day, you will need to go into Shopify and find all “fulfilled but not paid” orders. You can then use the Shopify batch process to capture payment.
Captures will automatically download into Brightpearl.
Additional information captured for payments
The Shopify connector will capture additional payment information in Brightpearl:
- Shopify order ID
- Payment gateway name
- Gateway transaction reference
Payments taken after the order downloaded
Payments will download into Brightpearl in near real-time against the sales order.