Payments received on Shopify will be created in Brightpearl. The order payment in Brightpearl will show 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.
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 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.
Payment exchange rate
The exchange rate applied to a foreign currency payment will be the same as the order. This means that there is no exchange rate variance recorded between the sale and payment transactions.
Partial payments are supported. Each separate payment taken for an order in Shopify will be created in Brightpearl.
Auth and capture
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, and 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
Payment taken later
If you mark an order as “payment received” in Shopify after the order has been created in Brightpearl, the payment will need to be created manually in Brightpearl.
Custom payment methods
If an order is placed with a custom payment method such as "Cash on Delivery" or "On Account", no payment will be created in Brightpearl. These payments will need to be processed directly within Brightpearl by allocating a payment against the order.
Payments taken after the order downloaded
Payments will downloaded into Brightpearl in near real time against the original order.