Actinic link for Paypal set up (Sage 50)

[johnshackleton]

I need help on the Actinic Link set up for PayPal transferring into Sage Line 50. We transfer as a SALES ORDER as we need to use Sage for stock control.

All goes well until we come to reconcile the Bank in Sage.

2 entries appears for the same order. Firstly a 'payment on account' (SA) and then the usual Sales Invoice (SI).

Current Set Up. (which is the same for Actinic Payments, except the first line)

Payment Method - Paypal Express Checkout
Transaction Type - SALES ORDER
Default Customer - INTERNET SHOPPER
Transfer Payment - YES
Create Sales Receipt - YES
Bank Account - 1200
Payment Reference - Order Number (last 7 characters)

Actinic Version 10.0.4
Sage 50 - 2009

Thanks in advance.

John

[jayzy1]

I think you need to allocate the payment on account to the actual invoice first.
You will then only see the 1 entry.

To do this:
1. Highlight the bank account then click on customer receipt (Customer icon)
2. Go to the 'receipt' column of the SA transaction and click on 'pay in full' at the bottom.
3. Go to the 'receipt' column of the INVOICE transaction and click on 'pay in full' at the bottom.
4. only do this for matching pairs and then click 'save'
5. The SA will now have been allocated to the INVOICE without making any changes to the actual balance.

Hope that helps.

[johnshackleton]

thanks. I've just run this passed the book-keeper and she's happy.