Taking and Applying a PayPal Payment

When a customer wishes to use PayPal to pay for an order. Use the following steps:

 

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Requesting a PayPal Payment

 

1. Locate (or Create) the SO in Netsuite.
2. Set Status: “Pending Approval”
3. Check the “Action Needed” check box.
4. Add Memo: “Awaiting PayPal payment”
5. Click Save.
6. Create a new Task from the SO:
   1. Task title: “Paypal Request”
   2. Assign the Task to a member of the Accounting Dept.
   3. Check the “Notify Assignee by Email” check box.
   4. Add message: (MUST HAVE Customer email address, SO number, SO total dollar amount)
   5. Click Save.
7. Contact the customer to inform them the Paypal request has been submitted.  Ask the Customer to inform you when they have paid the request, as we do not get notifications when payments have been made.
8. Create a new Task from the SO:
   1. Task title: “Check on PayPal request”
   2. Assign the Task to yourself.
   3. Check the “Notify Assignee by Email” check box.
   4. Set due date for 1 day (following business day) from current date, as failsafe to follow up on payment status.
   5. Click Save.

 

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Applying the PayPal Payment

 

Once the payment has been confirmed by the Accounting Dept. as “Completed,” follow these steps:

1. Locate the SO in Netsuite.
2. Click the “Create Deposit” button.
3. On the Customer Deposit record, in the Payment Method subtab:
   1. Select Payment Method: “Paypal”
4. Click Save.
5. Return to the SO, click “edit”
6. Set Status: “Pending Fulfillment”
7. Uncheck the “Action Needed” check box.
8. Remove Memo: “Awaiting PayPal” from memo line.
9. Set Customer Deposit Received to: “Yes”
10. Click Save.
11. Click the “email” button on the saved order.
    1. On the “message” subtab, select the template: “GSI – Order Confirmation Email”
    2. Click “Merge and Send.”