PayPal Integration

PayPal Integration connects Acumatica with PayPal to streamline invoicing, payment collection, status synchronization, and refunds within a single workflow. It allows users to send PayPal invoices directly from Acumatica, track payment statuses on demand, process multiple payments from a dedicated screen, and manage cancellations and refunds without leaving the ERP. Customer and payment method setup helps route transactions correctly from the start, while synchronized statuses and payment records keep both systems aligned throughout the payment lifecycle. Secure payment links sent by email and support for guest checkout make it easier for customers to pay faster and give finance teams clearer visibility into every transaction.

PayPal Integration connects Acumatica with PayPal to streamline invoicing, payment collection, status synchronization, and refunds within a single workflow. It allows users to send PayPal invoices directly from Acumatica, track payment statuses on demand, process multiple payments from a dedicated screen, and manage cancellations and refunds without leaving the ERP. Customer and payment method setup helps route transactions correctly from the start, while synchronized statuses and payment records keep both systems aligned throughout the payment lifecycle. Secure payment links sent by email and support for guest checkout make it easier for customers to pay faster and give finance teams clearer visibility into every transaction.

Helps businesses collect payments faster by connecting invoicing, payment tracking, and refunds between Acumatica and PayPal in one workflow.

1

PayPal for Business

The PayPal Integration by Biz-Tech Services, Inc. seamlessly integrates Acumatica ERP with the PayPal ecosystem, enabling businesses to streamline their payment workflows. Users can send PayPal invoices directly from Acumatica, monitor payment statuses, and automatically synchronize payment data once funds are received. This integration eliminates manual steps and ensures accurate, real-time visibility into customer payments. Get a clear, consolidated view of all PayPal transactions.

2

Quick Setup for Immediate End-to-End Processing

The integration is designed for quick and straightforward configuration, requiring only basic setup of Payment Methods and Customer records. Once configured, users can send PayPal invoices directly to customer email addresses stored in Acumatica. Each customer must have a PayPal-enabled Payment Method with a valid email address. Invoices can be generated from multiple entry points, including Sales Orders, AR Invoices, and AR Payments—providing flexibility across different business workflows.

3

Secure Payment Data Synchronization

Adapt PayPal payments to fit the way your business operates. The integration ensures reliable and secure communication between Acumatica and PayPal. Payment statuses are synchronized on demand, allowing users to retrieve the latest updates directly from PayPal. Once an invoice is issued, its status is reflected in Acumatica and can be updated at any time. For operational efficiency, users can process multiple payments simultaneously using the dedicated PayPal Payment Processing screen, ensuring accurate and up-to-date financial records.

4

Full Control Over Payments

The integration provides full control over the payment lifecycle. Unpaid invoices can be cancelled directly from Acumatica, triggering a PayPal notification to the customer and automatically removing the payment record from the system. For completed transactions, refunds can be initiated within Acumatica. Full refunds are processed automatically through PayPal, while partial refunds initiated in PayPal are synchronized back to Acumatica, ensuring consistency across both systems. Access payment details, invoice statuses, and transaction history in one place. Generate payment requests at any stage of the sales cycle and keep everything connected within Acumatica. This flexibility makes it easy to handle deposits, partial collections, and final settlements—all in one system.

5

Improved Customer Experience

Make it easier for your customers to pay. Invoices are delivered directly to the customer’s email with a secure PayPal payment link. Customers can complete payments quickly, including via guest checkout—no PayPal account required. Faster, simpler payments lead to quicker collections and a better overall customer experience.

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    “Like a central payment hub for your business, this PayPal-Acumatica integration keeps invoices, payment statuses, refunds, and customer transactions working together in one smooth process, helping your team stay accurate, responsive, and in control from request to payment completion.”

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      “Just as a cashier, accountant, and customer service rep need to stay in sync to keep payments moving smoothly, this PayPal-Acumatica integration keeps invoicing, payment updates, refunds, and transaction records connected in one simple flow, so your team always knows exactly what was sent, paid, cancelled, or refunded without switching between systems.”

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      ShipHero–Acumatica Integration is a native extension that synchronizes fulfillment and ERP data through a governed store configuration. It supports two directional modes (ShipHero to Acumatica and Acumatica to ShipHero), validates connectivity, imports orders and shipments, exports orders and purchase orders, brings receipts back, and synchronizes items, vendors, warehouses, and inventory quantities. Centralized options for taxes, packaging, customers, items, and cross-references keep postings consistent and auditable across the order, shipment, and receiving lifecycle.

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      Shopify Connector

      Shopify Connector is a native extension that connects Shopify stores to Acumatica through a governed store configuration. It covers order ingestion and processing, webhook-driven automation for orders, fulfillments, and refunds, item and price synchronization, warehouse/location mapping, inventory quantity exports, product image and attribute sync, and bidirectional B2B customer/company data flows. Operators work from dedicated import/export screens with scheduling and error surfacing, while administrators define defaults, tax, cross-references, and security in one place—resulting in consistent postings, accurate inventory and pricing, and auditable, repeatable operations across channels.

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