I would like to see ...

Paypal transactions into Invoices, properly organizing fee.

When a transaction comes through paypal it can appear as a new invoice in Xero. The transaction would be sorted with separate line entries for the item sale price, shipping paid, and paypal fees. It would automatically sort these and place them in their correct accounts.

110 votes
Vote
Sign in
Check!
(thinking…)
Reset
or sign in with
  • facebook
  • google
    Password icon
    I agree to the terms of service
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Organic MechanicOrganic Mechanic shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    4 comments

    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      I agree to the terms of service
      Signed in as (Sign out)
      Submitting...
      • Alexander KohlAlexander Kohl commented  ·   ·  Flag as inappropriate

        We are using Paypal for pre-payments in a lot of cases. Then we invoice out of Practice Manager. At the moment we create credit notes for the pre-payments in Xero which are then assigned to the invoices when they are pushing into Xero from Practice Manager. A bit clumsy, but still seems the quickest way. So if we could automate the credit note creation from PayPal payments that would be great. I guess, we could build that with the current API function...

      • DavidDavid commented  ·   ·  Flag as inappropriate

        If you invoice for your service and get paid later, then you should be entering invoices at time of sale and matching the paypal receipt with the open invoice.
        If you receive payment at time of sale, why would you need to enter a sales invoice? Surely a receive money is much simpler and practical - especially if you have a large volume of transactions.

      • James James commented  ·   ·  Flag as inappropriate

        auto set up of customers details with the recurring payment details would be great as well

      • SolSol commented  ·   ·  Flag as inappropriate

        Paypal integration is ugly at the moment - especially if you don't have mulit-currency Xero. it would be great to increase support for this. I use Paypal a lot for my overseas clients.

      Feedback and Knowledge Base