PayPal Setup

Overview

PayPal is the default method of payment for Customer Users with a Credit Limit of $0.

To use the PayPal payment method you must first setup a PayPal account -> PayPal Sign up

Setup

  1. Setup your company PayPal account

  2. Setup your PayPal payment method in Buz (Settings-> Financial Settings-> Payment Method-> + Add)

  3. Link BUZ to your paypal account


BUZ Setup

Go to Settings → Financial Settings

Then add a Payment Method for the Paypal account

API Key/ Customer ID (eWay, PayPal): Supplied by PayPal

Bank Account: Select from Bank Accounts setup in BUZ for the customer receipts to be posted to.

Merchant Fee%: In development

GL Code: The General Ledger Expense Code that the Merchant Fee is posted to.


Paypal

Next you need to login to Paypal and link the 2 accounts

Go to your Account settings → Website payments → Website preferences

-Auto-return

Select “On” then enter https://go.buzmanager.com/sales/paypal_ipnhandler in to the text box

-Payment data transfer

Scroll down and turn ON the payment data transfer so that BUZ will be notified about the payment from the customer

 

Customer card

The customer is essentially a COD customer so there can not be any credit limit, which will force them to go to Paypal once they have accepted the order

 

3. Set your customers to a credit limit of $0

4. Once your customer accepts an order they will be directed to the PayPal website to log in and pay thier invoice

Note: If they do not pay this invoice through PayPal the order will not be accepted and will be placed into "Awaiting credit approval" status