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Hello,
customers pays us on our website using a PayPal Payments Standard form (i.e. the typical form that goes to https://www.paypal.com/cgi-bin/webscr)
In this form we can add many hidden fields among the ones listed here
E.g. custom, invoice, amount, ...
One of the field we added is "item_name", but we realized that when we enter our Paypal account and go to "Activity > Search for transactions" there is no way to perform a search based on the "item_name", the available options are: "Email Address, Transaction ID, Last Name, ..."
Is there a field that can be used to pass an "Order ID"?
In this way we could go to "Activity > Search for transactions" and search by "Order ID"
For example the "invoice" field will allow us to search a transaction by "Invoice ID" in "Activity > Search for transactions"
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"Invoice ID" and the "Invoice #" DO not seem to be separate fields.
We enter PayPal payment using this simple form:
<form action="https://www.paypal.com/cgi-bin/webscr" method="post"> <input type="hidden" name="cmd" value="_xclick"> <input type="hidden" name="invoice" value="helloworld"> ...
If the transaction is executed (i.e. the customer pays), then we can go into "PayPal > Activity > Search for transactions" and pull a result for "Invoice ID > helloworld"
And the transaction is shown correctly!
Hence the <input type="hidden" name="invoice" value="helloworld"> that is passed during transaction matches the "Activity > Invoice ID"
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Hi @Balzac,
Custom variable fields such as "Order ID" are not searchable through the PayPal Activity page. Instead, in order to search variables withing this field, you would first need to download your history.
You can download your transaction history into Quicken, QuickBooks, or into a spreadsheet application. From the Activity page, you can download your account's History log:
- Log in to your PayPal account.
- Click Activity at the top of the page. Here you can see all of your account activity, a specific transaction, or your most recent activity.
- To download the history, Click Download
- Select the transaction type, date range, and format.
- Click Create Report.
Here's how you can filter an Excel Spreadsheet:
- Click the row with all of the subjects ("Date", "Time", "Name", etc.). Click the number to highlight the entire row.
- Click Data at the top of the Excel window.
- Click Filter, under "Data".
- There is an arrow on each row. If you click it there is a drop down with checked boxes. (If you uncheck boxes it will allow you to filter out what you do not need.)
- Click the box directly below the last fee/ tax/ shipping amount to get the total amount of fees.
- Go to the top of the spreadsheet and hold the Shift button and then click the first amount in the column.
- Click Formulas at the top of the Excel window.
- Click AutoSum. All of the columns will be added together and show the total amount in the box under the last fee amount.
- When downloading a large History Log, you may experience a delay. Depending on server load, download logs can take up to 3-5 business days to generate. We will email you when your file is ready to be downloaded.
- We save the last 12 most recently completed History Log files.
- Small logs are downloaded immediately and are not saved.
- If you use QuickBooks and are having trouble, please contact QuickBooks for additional assistance and information about their system requirements
Thanks,
Carlos
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Good to know, it's a workaround, but actually we were looking for a way to make a transaction being searchable directly in Activity search box, by using a variable we send during payment.
We found out that the variable "invoice" could be used because it's searchable in Activity search box by looking for "Invoice ID"
Are there any other variables among the dozens listed here that could be used to pass a variable into payment that can be directly searched in the Activity search box?
Thanks
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The "Invoice ID" and the "Invoice #" are two separate fields. The "invoice ID" is assigned by PayPal and will begin with "INV2" and is visible in the transaction details page when a customer pays your invoice. The "invoice #" is a variable field that you can assign yourself. For example, if I am sending my first invoice, I may assign number "0001" to the field. When searching in Activity using the Invoice ID filter, it will not pull a result for "0001", but would pull the result if if I search by the PayPal assigned Invoice ID (the one that begins with "INV2") in the transaction details.
What you are describing would be a "feature request." If you'd like, you can submit the idea to https://www.paypal-techsupport.com and one of our Engineers can get in front of a Product Manager. By me stating this does not make certain any guarantees other than it will be reviewed. But it is feedback like yours that drives change to the PayPal live site and continually transforms our products and services.
I hope this clarifies.
Thank you,
Carlos
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"Invoice ID" and the "Invoice #" DO not seem to be separate fields.
We enter PayPal payment using this simple form:
<form action="https://www.paypal.com/cgi-bin/webscr" method="post"> <input type="hidden" name="cmd" value="_xclick"> <input type="hidden" name="invoice" value="helloworld"> ...
If the transaction is executed (i.e. the customer pays), then we can go into "PayPal > Activity > Search for transactions" and pull a result for "Invoice ID > helloworld"
And the transaction is shown correctly!
Hence the <input type="hidden" name="invoice" value="helloworld"> that is passed during transaction matches the "Activity > Invoice ID"
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Ah, yes. Under that circumstance, it will populate. What I was referencing was the standard PayPal Invoice option/tool that will automatically apply an invoice ID.
For all other variables, we are limited to the constraints of the existing Activity filters.
Thanks,
Carlos
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