Brightpearl Payments : PayPal

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.

    Screenshot_2019-05-02_at_11.22.47.png

  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.

    pay-now-already-set.png

  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.

    Screen_Shot_2017-02-26_at_22.49.22.png

  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.

    Screen_Shot_2017-02-26_at_22.49.56.png

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

 

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