Our customers have already setup all of their customer information, including default tax codes in QBO. Our web app is pushing invoices to QBO, but when you create an invoice via the API and do not specify the taxcoderef, the QBO import does NOT pickup the customer's default tax code that is setup in their profile.
And to take it further, if we wanted to replicate that info in our web app, there is no way to pull the customer's default tax code via the api either:
https://developer.intuit.com/docs/api/accounting/Customer
So they have to replicate their efforts and we'll have to give them the ability to setup each customer's default tax code within our web app and then we can send it along with the invoice.
Am I missing some way to pull the customer's default tax code?
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I have been manually issuing invoices to charge my clients for services using Paypal.
Now I am creating an interface to allow them to purchase the services automatically on my website.
I also want to show them a history of their purchases. However, I cannot show a history of paid invoices using the Transaction Search API; I need to use the Invoicing > Search Invoices API.
I have used the Paypal Payments API to manage the payment side of new products, which now correctly produces an itemised transaction and allows the customer to checkout. But this does not produce an invoice.
How can I simultaneously produce an invoice (i.e which can be retrieved by the Invoicing API to show previous payments) and allow the customer to pay it? It seems like the Invoicing API works around the idea of sending an invoice to client by email, but this is unnecessary. I want them to pay it immediately (and already have the Payment API setup for this).
So what would a useful workflow be?: Use my Paypal Payment API to receive and authorise the payment, and on authorisation, use the Invoicing API to produce an invoice which reflects this and then updates the invoice status to paid? Or am I missing something easier here?
The Invoicing API is not meant to be mixed or used with any other API. It is for generating invoices to be sent by email or in link form.
General ecommerce payment processing (without invoice links) is entirely separate, there is no crossover. You should ensure you are using the current v2/checkout/orders API to receive new payments, not older v1 APIs.
As far as displaying a list of previous purchases to your customers, you shouldn't reply on PayPal for this (except perhaps in the case of invoices since this is part of the point of offloading invoice management to PayPal). But for normal web purchases, PayPal is not a database -- it is a payment processing service. Keep track of all your own order information, and simply store PayPal transaction IDs when they complete for your own accounting records -- but the ID you reference with the customer should be your own unique order ID, which you can pass to PayPal in your purchase_units[0].invoice_id when you create an order for checkout approval.
I've been searching Paypal's products and docs and I can't seen to confirm or deny if Paypal is a solution for what I need, so wanted to ask the community.
I run a web platform for creators to spin up websites. One common request is to create a page for them to sell their merch. I don't want to re-create Shopify/etc.. so have been telling them to go use that and link to their store from their website. But I'm wondering if there's an easy way to give them a very basic store experience using standard Paypal Buy Buttons.
My ideal approach:
Create a ShopItems model and users add items with price, description, shipping cost.
User adds their Paypal merchant ID
I generate a Buy with Paypal button that simply sends info to Paypal about the product being sold, how much to charge, etc..
I dont need any shopping cart functionality, and I dont want to have anything to do with the payment. I just want the end customer to feel like they're purchasing something (not sending someone $ via venmo), and have a place to add their shipping info, etc..
Currently, I see how a user can create accounts in their paypal account and then they're given a specific button for that item, but I'm trying to make this a little simpler where the user creates the product in my system and I just use Paypal for invoice/payment.
Would love any thoughts / ideas.
Integrate a version of PayPal Checkout: https://developer.paypal.com/docs/checkout/
Some sample demo code here: https://developer.paypal.com/demo/checkout/#/pattern/client (use the server version if you need robust payment completion notification -- this requires implementing two routes on your server, one for 'Set Up Transaction' and one for 'Capture Transaction', documented here: https://developer.paypal.com/docs/checkout/reference/server-integration/ )
If you know the merchant ID you're processing transactions for, this can be specified when loading the SDK: https://developer.paypal.com/docs/checkout/reference/customize-sdk/#merchant-id
Whether or not you specify a merchant ID on the SDK line, that same or some other identifier needs to be specified in the purchase_units payee object when setting up the transaction: https://developer.paypal.com/docs/checkout/integration-features/custom-payee/
I am working on a software service and am offering a monthly subscription for my software service.
I am currently working on the subscription part - and am wanting to implement a paypal monthly recurring payment solution.
I have spent quite a bit of time looking over PayPal documentation, and trying different buttons, webhooks, IPN methods etc.
The problem is that I am not sure what solution to use - because I am confused by the multiple options.
What is most important to me is - that when the customers fill out the form on my website - and are then directed PayPal to pay - I then want to know that specific Customer ID from my website has successfully paid.
I would like to know:
Which SPECIFIC option(s) PayPal has that I can pass Customer ID from my website of that customer - let's say a subscription ID from my site - and that PayPal will then send the customer back with my subscription ID, that I passed them on to PayPal with.
Which is the easiest option to do that with?
I simply want the customer to:
sign up at my site. (my part)
be issued a unique Customer ID from my website (my part)
click a PayPal payment/subscribe button (my part)
be sent to PayPal to pay for the subscription (paypal's part)
be returned to my site with the unique Customer ID from my website from my site - as well as a confirmation of payment from PayPal (paypal's part)
Please do not simply pass me to the general area of the development sections -
As I said - I have already been through all of that and find there is too much information.
Please direct me to a specific solution, or example, or tutorial that covers a solution that will fit what I need.
I would recommend using the Express Checkout API with Recurring Payments.
The best thing to do would be to create a local invoice record in your system, and then have a related customer ID associated with that invoice.
In the CreateRecurringPaymentsProfile request to PayPal you can include a PROFILEREFERENCE parameter, which would be the invoice ID you generated for that order in your system. Then all future payments related to that profile would include this same reference ID as part of its data, so if you're using IPN, for example, it would be included there.
When working with Express Checkout the user is always guaranteed to end up back on your site to finish the checkout flow, so you can simply save data in sessions during checkout and update things like your database, email receipts, etc. directly in your payment flow. Then you could use IPN to process the recurring payments after that, and again, it would include that same reference ID. In IPN this would come back as rp_invoice_id.
I have a white labeling Shopify app that bills store owners who install my app whenever orders for my vendor are created in their store. Currently I use Authorize.net as a payment processor. Store owners perform an initial setup whereby they authorize their credit card using a web form I provide. This provides me with a customer profile ID and a customer payment profile ID for the store owner, and I use these two ids to charge their credit card via Authorize.Net for each and every order that is placed through their store for when the order contains one or more of my white label products.
So essentially I have Authorize.Net tokens for each store, and I use those tokens to charge store owners' credit cards as orders come in through their store, and each order has a different charge amount (this is not a recurring payment that is of the same amount each time). Here is some sample code.
I'd like to use PayPal as a backup payment processor and reproduce this same functionality. I'm looking through PayPal's API as well as the Node SDK, and I am not sure how to accomplish the same thing with PayPal. I essentially want to obtain a token tied to the store owner's account which I can use to charge the seller for each order, and each order can have a different charge amount.
Can someone point me in the right direction?
Turns out that what I wanted seems to be Reference Transactions.
For documentation see https://developer.paypal.com/docs/classic/express-checkout/integration-guide/ECReferenceTxns/.
For an example see this project which uses the paypal-ec2 Node package.
The flow for the example project mentioned above appears to be as follows:
Create Billing Agreement with seller
Visit Express Checkout page
http://localhost:3000/checkout/callback_success is called
Receive token
Redirect to payment URL (which uses token received)
Receive token
Create a billing agreement
(no redirection or confirmation happens)
Receive and store a billing agreement token in database
You now have the ability to process payments in the future for arbitrary transaction amounts using the Billing Agreement ID
I am building an in app purchase shop for my companies pc game.
I know that in android and ios you create the items in your developer account and then buy them through there.
Is there a way to do something similiar in Paypal?
P.S. I have already developed the connection with paypal's rest api and am able to charge users through paypal. But Instead of passing the price of the item and it's description etc.. to paypal I would rather pass an item code and have paypal show the user the correct price in his currency. Plus I want to be able to pull this data from paypal and display it to the user from there.
My server is gamesparks which works with a node.js and mongo db.
PayPal does not offer anything like what you're wanting. You can pass through the item_name variable so that the order invoices show the item name, but you can't set up any items with prices/description. Usually that process is taken on by the developer on the project side, not processor side.
The most effective and safest way to retrieve information for PayPal payments is to set up an IPN. Here is the documentation if you are unaware.
https://developer.paypal.com/docs/classic/products/instant-payment-notification/