PayPal Archives - IRIS KashFlow

Telephone Payments – Using PayPal Pro

KashFlow — Tue, 12 May 2020 11:04:21 +0000

This article gives guidance on using PayPal Pro as a card processor for Cardholder Not Present transactions.

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PayPal Troubleshooting – Extra Shipping Charge When Customers Pay

George Gillespie — Wed, 15 May 2013 16:12:29 +0000

When using Paypal Pro as your chosen payment processor, you may find that when your clients are taken to the payment page, an additional shipping charge has been added automatically. This is configured by a setting from within Paypal, If you do not want this on your account then you will need to turn this […]

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PayPal Staging Area

KashFlow — Thu, 04 Apr 2013 09:56:50 +0000

The PayPal Staging Area is the part of KashFlow where your imported PayPal transactions appear for you to review before your bring them into KashFlow. Access this from the Overview page and scroll down to the PayPal Imports section. Under the Transactions label you will see a number – this is the amount of transactions that are […]

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PayPal Troubleshooting – Security Header Not Valid

KashFlow — Thu, 04 Apr 2013 09:35:22 +0000

This guidance advises on what to do if you get the error 10002 – Security Header is Not Valid when taking payments via PayPal. Cause & Resolution The error message means that the API credentials you have entered are not exactly the same as what they have on file for you. To correct, go to Settings > […]

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PayPal Troubleshooting – Line Items

KashFlow — Thu, 04 Apr 2013 09:30:57 +0000

This guidance advises on the PayPal Importer and your line items on your PayPal transactions. Cause & Resolution Unfortunately at the moment PayPal only gives us the description for the first line item on your PayPal sales and purchases and then supplies us with an invoice total.

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PayPal Troubleshooting – Wire Transfers

KashFlow — Thu, 04 Apr 2013 09:28:05 +0000

This guidance advises on what to do if you notice that our PayPal Importer isn’t recording your PayPal Wire Transfers. Cause & Resolution At the moment the PayPal importer is not able to record the wire transfers. We’re working with PayPal to address this but don’t have information on when a final fix will be […]

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PayPal Troubleshooting – PayPal connection timed out or login failed

KashFlow — Thu, 04 Apr 2013 09:25:30 +0000

This guidance advises on what to do if you get the error PayPal connection timed out or login failed when importing PayPal Transactions. Cause & Resolution This error is caused by the button requesting authorisation requesting permission for KashFlow to access your PayPal account not being ticked. To correct this, please make sure that you’ve got permissions […]

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PayPal Troubleshooting – Timeout

KashFlow — Thu, 04 Apr 2013 09:20:48 +0000

This guidance advises on what to do if you get the error PayPal connection timed out or login failed when importing PayPal Transactions. Cause & Resolution This error may be easily fixed by following the below steps. Go to Company Dashboard> Imports> Click Pencil Icon. Once you have clicked on the pencil icon, you can then select Update or […]

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PayPal Troubleshooting – Backdating

KashFlow — Thu, 04 Apr 2013 09:02:03 +0000

When you set up PayPal you’re asked to set a start date for when you would like to start importing transactions from. As you import, this date changes based on the date and time if the last import. If you would like to import transactions from the past you need to change this start date. […]

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PayPal Troubleshooting – Updated Settings

KashFlow — Tue, 02 Apr 2013 23:39:27 +0000

It’s important to note that if you update your PayPal Settings in Settings > PayPal Imports > Pencil Icon this will not retrospectively apply to transactions already imported into KashFlow or present in the staging area. The updated settings will only apply to future imported transactions. If you have made a mistake when originally importing […]

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PayPal Troubleshooting – Deleted Transactions

KashFlow — Tue, 02 Apr 2013 23:22:49 +0000

If you have deleted PayPal transactions either in the staging area or that have already been imported then you will need to re-import these If you have deleted transactions and would like to reimport them you will need to delete everything you have imported up to the date of your earliest deletion. For example, if […]

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PayPal Troubleshooting – Transaction Locking

KashFlow — Tue, 02 Apr 2013 23:17:13 +0000

If when attempting to import you get a message that KashFlow cannot create your invoices, purchases or bank transactions due to transaction locking – this means that you are attempting to import transactions earlier than the transaction locking date. Transaction locking will need to be disabled prior to the creation of your invoices, purchases or […]

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PayPal Importer – Step 3 – Using The Importer

KashFlow — Tue, 02 Apr 2013 19:51:13 +0000

This guidance explains how to use the KashFlow PayPal importer, in this section we will walk you through how to access the importer, view and select transactions in the staging area and import them into your KashFlow account. Please note that the importer will need to be fully set up, this is explained in Step […]

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PayPal Importer – Step 2 – Setting Up KashFlow

KashFlow — Tue, 02 Apr 2013 16:10:20 +0000

This guidance advises on how to set up KashFlow and the PayPal importer. Please note that for this to be successful you must have enabled third party permissions as described in Step 1 of this process. Linking PayPal & KashFlow To start, go to Apps> PayPal. In the PayPal E-Mail Address field enter in your […]

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PayPal Importer – Step 1 – Setting Up PayPal

KashFlow — Tue, 02 Apr 2013 13:37:50 +0000

This guidance explains how to enable the required third party permissions required for using the KashFlow PayPal importer. Please note that granting these permissions doesn’t give KashFlow access to make transfers or do anything other than view activity on the account. Enabling Third Party Permissions First, login to PayPal by clicking here. When logged in, go to My […]

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PayPal Pay Online Button

KashFlow — Thu, 31 Jan 2013 09:59:56 +0000

This article explains how to add a PayPal pay online button on invoices

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Multi-Currency & PayPal

KashFlow — Thu, 31 Jan 2013 09:52:07 +0000

This article gives guidance on some common PayPal related queries related to currencies

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