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Oct 1, 2024 |
Business value
Integrating Business Central and Shopify lets you easily manage your online sales and payments in one place. You can track the different payment methods that buyers use during checkout, such as gift cards and credit cards. You can create customer ledger and general ledger entries to keep accounting and reporting accurate.
Feature details
When a customer completes checkout in the online store, the system saves the customer's payment information as a Transaction. An order can link to multiple transactions. For example, a customer can use a gift card to pay part of the cost and then use a credit card or PayPal for the rest. Payment transactions in Shopify synchronize with orders. You can view them on the Shopify Orders page.
In Business Central, you can choose from several options to process imported payment transactions. This release provides an extra option for cases that involve several payment methods. The most common scenario is the gift card, but the scenario also includes store credits, which you recently added to the Shopify admin.
Sample scenario
This example scenario involves the following parties:
- Buyer: The person who buys goods from your Shopify online store.
- Merchant: Your company.
- Payment provider: The company that facilitates payment processing for you. The provider can be Shopify Payments or a third party.
How the money flows
The buyer purchases goods from an online store. The final step is to process the payment.
Note
This example doesn't cover cases where payment happens outside Shopify checkout. Those cases are valid for B2B scenarios.
The buyer pays part of the amount with a gift card (or store credit). They pay the rest with a credit card, PayPal, or a local payment method such as MobilePay in Denmark.
The merchant can see the issued gift card and information about how the buyer uses it in Business Central.
Depending on the payment provider, the merchant might see the money in their account with the payment provider. This money includes both the amount the merchant receives and the amount deducted for the provider's commissions. Payment providers often take a commission from each transaction. In some cases, they also have a fixed fee.
Depending on the payment provider, the merchant transfers the money to their bank account (payout) manually or automatically within a defined period. For example, the provider might transfer money once per day or once per month.
Depending on the bank, the merchant sees the incoming transaction in their bank account through online banking or their bank statement.
Reconcile transactions and bank statements
The merchant imports a sales order to Business Central and posts the shipment and invoice. Business Central creates a customer ledger entry of the type Invoice with the full amount, and sets Open to Yes. The remaining amount equals the invoiced amount.
The merchant processes the imported Shopify transactions in the Transactions list. They apply filters, and then use the Suggest Shopify Payments action to transfer the transactions to the general journal. Alternatively, the merchant can use the Suggest Shopify Payments action on the Cash Receipt Journal page.
The merchant reviews the lines and sees that the journal automatically selects the applied documents. When the merchant posts the journal, Business Central creates a customer ledger entry of the Payment type. It applies this entry to the corresponding Invoice type entry.
Note
If you configure a payment method mapping, don't fill in the Bal. Account Type and Bal. Account No. fields for the payment method. If you fill in these fields, when you post the invoice, Business Central creates a balancing entry of the Payment type and applies it to the Invoice type on the customer ledger entry. You can't create a journal line and apply it to the sales invoice.
Instead, create a Journal Batch for each payment method, and fill in the Bal. Account Type and Bal. Account No. fields.
The merchant imports their bank statement with one or more transactions that represent the transfer from the payment provider to the bank account by using a payment reconciliation journal or bank reconciliation journal.
Currency handling
The Shopify connector imports orders and transactions in Shop Currency. If you configure Shopify to use different currencies for each country, you might see some differences. For example, in a store where the local currency is Danish Krone (DKK), an order for a German customer that totals 13.95 EUR converts to 409.53 DKK in sales. However, the payment transaction shows 409.48 DKK.
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Additional resources
Transactions and payouts (docs)