Brightpearl Payments: PayPal

PayPal Commerce

PayPal is deprecating previous products (e.g. Business, Business Pro, PayFlow) and moving all merchants to PayPal Commerce.

If you have already signed up with PayPal Commerce you will not have to go through the on-boarding process.

If you're a new or upgrading customer, the steps below will guide you through the on-boarding process. You may have to go through extra steps with PayPal to finalize your account.

How to set up and configure PayPal Commerce with Brightpearl

  1. Continued from the steps here.
  2. Select "PayPal Commerce" from the menu:
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  3. When prompted to create the gateway, select "OK":
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  4. Once the gateway has been established, click "Authenticate":
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    This will launch the on-boarding or connection process in a new window.
  5. In the new window, you will be asked to select which PayPal product you want. 

    Accept PayPal: Typically you just want to select this, which makes the Pay by PayPal button available in checkout. Depending on your region and settings, Pay Later, Venmo, and card payments will display alongside the PayPal button. However you will only be aware the customer "Paid with PayPal".

    Advanced Card Payments: This requires an additional application process which allows a more native card capture process and more visibility over how the customer paid. You may also get different processing fees.
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  6. Follow the PayPal login process and when prompted grant access to instruct payments into your PayPal account. Depending on your account settings, you may also be asked to provide further business information.

     

     

  7. The connection process is now complete.

    Either the window will now close, or there might be further instructions from Paypal to finalize your account setup outside of this process. The relevant products won't appear until you complete their on-boarding in PayPal.

  8. When you return to the gateway configuration you will be presented with several options:

    Enable Reference Transactions This allows users to save their payment method, but is not available on accounts by default. You must contact PayPal and enable this before selecting the checkbox otherwise it wont work.

    Disable Venmo Button: The prevents "Venmo" being presented by PayPal on eligible transactions

    Disable Pay Later Button: The prevents "Pay Later" being presented by PayPal on eligible transactions (e.g. if you are using a different pay later processor)

    Disable Cards Button: The prevents "Pay by Credit / Debit Card" being presented by PayPal on eligible transactions (e.g. if you are using a different card processor)

    Require AVS: This will only appear for accounts with "Advanced Card Payments" activated, and will require a customer enter a billing address to process a payment

PayPal Payflow Pro with Brightpearl Payments

To use Payflow Pro with Brightpearl payments, your Payflow Pro account must be configured to "allow reference transactions". This enables the Brightpearl Payments app to save card details with Payflow Pro.

The Brightpearl Payments app allows you to connect your Payflow Pro payment gateway to Brightpearl. This will enable you to process:

  • Back office (MOTO) payments
    • Receive payments against sales orders - authorize and capture later or authorize/capture immediately
    • Capture authorizations - manually or automatically on shipping
    • Refund a payment processed via the app
    • Create on account payments against customers
  • Payments made using "pay now" links in quotes, orders and invoices which are emailed to customers.

Each staff member who will be processing payments using Payflow Pro will need to be added within the permissions section of the configuration process.

How to set up and configure Payflow Pro with Brightpearl

  1. Continued from the steps here.
  2. Configure Payflow Pro to allow reference transactions. Learn more
  3. To connect Payflow Pro to Brightpearl you’ll need the following details from your Payflow Pro account:
    1. Partner
    2. Vendor (merchant)
    3. User
    4. Pwd (password).
      Learn how to generate these credentials in Payflow Pro
  4. Enter the following details:

    Partner: the partner from your Payflow Pro account
    Merchant login:
    the Vendor (merchant) from your Payflow Pro account
    User: The User from your Payflow Pro account
    Password: The Pwd from your Payflow Pro account
    Currency:
    Select the account currency used in Payflow Pro
    Allow reference transactions: Check this box to use reference transactions
    Sandbox: Check this box to connect to Payflow sandbox for testing purposes.

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  5. Save to connect the app to your payment provider. If it is not possible to establish a connection, a message will be displayed. Please check your details have been entered correctly and try again.
  6. Once a connection is established make your configuration choices:

    Transaction type: Choose between authorize only, authorize and capture or allow the user to choose for each transaction.

    Automatically capture: Choose whether you want the payment to be automatically captured when the first shipment is made.

    Save card details: Choose whether customer card details used for processing transactions are saved for future use.

  7. Before the app can be used, you will also need to set the permissions and specify which staff members can process each transaction type. In the configuration window, select the Permissions tab. If you have previously configured a different payment gateway with the app, you can choose to copy the permissions and then make any amendments.
  8. Save the permissions to complete the configuration.
  9. Close the configuration.

You are now ready to begin using Payflow Pro with the Brightpearl Payments app. When the payment method is selected to pay sales orders in Brightpearl, the payment processing window will automatically be displayed.

PayPal Business (also mentioned as PayPal)

PayPal Business can be connected via Brightpearl Payments for handling payments made using "pay now" links in quotes, orders and invoices which are emailed to customers.

How to set up and configure PayPal Business with Brightpearl

  1. Continued from the steps here.
  2. To connect PayPal Business to Brightpearl you will need the following details from your PayPal account:

    API Username
    API Password
    API Signature

    Learn how to find API credentials in PayPal. You will need to request Option 1: PayPal API > Request an API signature.

  3. Enter your PayPal API details.

    paypal-business-api-details.png

  4. Save to connect the app to your payment provider. If it is not possible to establish a connection a message will be displayed. Please check your details have been entered correctly and try again.
  5. Once a connection is established make your configuration choices:

    Payment ref prefix: Enter a payment descriptor to be used when recording payments and order notes in Brightpearl. This will prefix the payment reference which is automatically assigned.

    Enable customer payments: Check the box to make this payment method the one used when "pay now" links are included in emails. If an existing payment method has been set up for "pay now" links a switch option will be provided.

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  6. Before the app can be used you will also need to set the permissions and specify which staff members can process each transaction type. In the configuration window, select the Permissions tab.

    If you have previously configured a different payment gateway with the app, you can choose to copy the permissions and then make any amendments.

  7. Save the permissions to complete the configuration.
  8. Close the configuration. 

PayPal Here for POS with Brightpearl Payments

The Brightpearl Payments app allows you to process card payments via PayPal Here on Brightpearl POS.

  • Process payments using a PayPal Here device connected to Brightpearl POS

How to set up and configure PayPal Here with Brightpearl

  1. Continued from the steps here.
  2. To connect PayPal Here to Brightpearl you will need a PayPal business account mode.
  3. Review the requirements and create the gateway.Screen_Shot_2017-02-26_at_22.47.46.png
  4. Click Authenticate.

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  5. Sign into PayPal.
  6. Assign the permissions for those users that can process refunds in the Back office for PayPal Here transactions that have been taken on Brightpearl POS.

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You are now ready to begin using the PayPal Here on Brightpearl POS.

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