One of the new features in Dynamics NAV 2017 is the easy setup of payment services such as PayPal. This article and video explain how this function can be set up and used.
First of all, in order to set up this service, it is necessary to locate the “Payment Services” page. For this purpose a user can either type “Payment Services” in the search box or go to Departments>Administration>IT Administration>Services>Payment Services (the user who is setting up the service must have the required Permissions).
Once on the “Payment Services” page, click on the “New” button in the ribbon – see Figure 1 below.
Figure 1: “Payment Services” page
This will open a new setup card – see Figure 2 below.
Figure 2: Payment Service setup card
The PayPal Service settings are for testing purposes will be set up by default. The following fields have to be filled out:
- Name – the name of the Service as it should appear on the “Payment Services” page.
- Description – the description of this Service.
- Account ID – the company’s account ID (e.g. email@example.com).
- Enabled – you can check this checkbox to start using this service.
- Always Include on Documents – check this checkbox to make a link to this Service appear on the new sales documents (to add a link to an existing document it is necessary to select is manually in the Payment Service field of a sales document).
Besides these fields, it is also important to take the following steps:
- Add the logo – the PayPal logo appears by default, but other services will require adding a logo (if you want it to appear on documents) – for this purpose, right click on the logo and locate the desired image.
- Service URL – click on the “Show more fields” (see Figure 2 above) button and paste/type the Service URL (this is the URL that NAV will add to the documents on which this Service appears) – please note that by default the sandbox version of PayPal website is provided by NAV.
- Terms of Service – click on the ellipsis (the “three dots” button) and paste/type the corresponding URL.
If all the settings have been set up correctly, you should be able to create a PDF file of a sales document such as a Sales Invoice, similar to the one in Figure 3 below.
Figure 3: Sales Invoice sample
The “Pay with PayPal (NOTE: Opens a PayPal test page. The invoice cannot be paid.)” line and PayPal logo should be clickable in the created PDF file and should link to the website of the corresponding Service.
At Encore, Solution Specialists help companies to set up and use PayPal and other Payment Services in the most efficient and effective way. This article contributes to this objective. The team of Solution Specialists at Encore is happy to answer your questions and to help you and your company to score your ERP goals – phone Encore for a consultation: 888.898.4330 or contact us through the Contact form on our website.
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