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How to create PayPal transactions manually?

When the donation/payment is received at PayPal and the Payment Txns are not created in Salesforce. Please check the PayPal setup to make sure you settings are correct.

https://help.payments2us.com/m/installation/l/905951-how-to-setup-paypal-modern

To create Payment Txns-

If the PayPal transaction is One-Off

  1. You can use Manual Payment to create the transaction. See link below
    https://help.payments2us.com/m/userguide/l/215402-how-to-do-manual-payments
  2. OR you can use Import File feature with "Method of Payment -PayPal" to create Payment Txn

https://help.payments2us.com/m/userguide/l/248295-how-to-import-csv-files
https://help.payments2us.com/m/userguide/l/559156-import-files-faq

If PayPal transaction is Recurring

  1. Add a new recurring payment with Record Type -PayPal , Status- Active, linked to contact ,merchant facility, payment form, donation amount and the billing token.
  2. Then create a Payment Txn for that record manually (Manual Payment)
  3. Make sure sharing rules are correct.

https://help.payments2us.com/m/installation/l/1176028-how-to-setup-sites-sharing-settings#add-recurring-payments-sharing-settings

Updated at July 27th, 2024

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