PayPal
Table Of Contents
PayPal payments are handled in Khaos Control in a similar way to credit card payments. Payments are paid directly into your PayPal account, so you do not need to bank them manually before they are recorded in Khaos Control.
Because of this, PAYPAL is not set up as a separate payment type in Khaos Control.
PayPal transactions can be handled in two ways:
- PayPal via Opayo: Your web development partner implements PayPal through your existing Opayo integration. Transactions imported into Khaos Control are then handled in the same way as other Opayo credit card transactions.
- PayPal Direct: Khaos Control communicates directly with PayPal through its API. This is Khaos Control's preferred integration method.
Only authorised or completed PayPal transactions can be imported into Khaos Control. This type of PayPal transaction does not support Customer Not Present payments.
You can, however, refund PayPal transactions when required. Opayo's current documentation also confirms that PayPal transactions can be refunded, although they cannot be voided.
Setup Instructions
There are two main parts to setting up PayPal in Khaos Control:
- Configure your Card Integration Account for PayPal.
- Set up a PayPal bank account in Khaos Control.
Configure your Card Integration Account for PayPal
Follow the PayPal Card Integration Account Setup instructions to configure the required Card Integration Account.
Set Up the PayPal Bank Account
1. Create a PayPal nominal code
Create a nominal code called PayPal.
Set its System Type to:
Bank Control Account
For instructions, see How To: Create Nominal Accounts.
2. Create the PayPal bank account
Create a bank account called PayPal in Khaos Control.
For instructions, see How To: Create a New Bank Account.
3. Check the System Payment Type
Make sure you have a suitable System Payment Type configured.
For example:
- Payment Type: Credit Card
- Currency: Pounds Sterling
- S/P: S
- Auto Bank: Selected
How PayPal Payments Are Recorded
By default, each PayPal order imported into Khaos Control records the total amount paid by the customer in the Payment field.
This value is also reflected in Sales Summary.
Reconciling PayPal Payments
Once PayPal payments are being recorded, you can reconcile them against your PayPal statement.
For full instructions, see How To: Reconcile PayPal Payments.
The How To: Reconcile PayPal Payments process imports a PayPal statement file in
.csv format and allows its transactions to be matched against transactions already held in Khaos Control. Matching can use details including the transaction date, gross amount, transaction ID and customer email address.