{"id":2992,"date":"2023-03-13T19:27:01","date_gmt":"2023-03-13T19:27:01","guid":{"rendered":"https:\/\/stoneedge.com\/kb\/?post_type=ht_kb&#038;p=2992"},"modified":"2025-08-06T14:00:37","modified_gmt":"2025-08-06T14:00:37","slug":"paypal-reference-transactions","status":"publish","type":"ht_kb","link":"https:\/\/stoneedge.com\/kb\/articles\/paypal-reference-transactions\/","title":{"rendered":"PayPal Reference Transactions"},"content":{"rendered":"<h2>Overview<\/h2>\n<p>The ability to reference a previous transaction for a customer when use either PayPal PayFlow Pro (formally Verisign) or PayPal Payments is built into Stone Edge. Transactions can be referenced when payment is needed on an order at the View orders screen or when taking a manual order. Reference transactions use a transaction ID to charge a previously used credit card without storing the card information within Stone Edge.<\/p>\n<h2>Requirements<\/h2>\n<ul>\n<li>An active PayPal PayFlowPro or PayPal Payments Pro account.\n<ul>\n<li>Enable reference transactions on account.<\/li>\n<li><a href=\"https:\/\/www.paypal.com\/us\/cshelp\/article\/what-are-reference-transactions-(tokenization)-ts1469\">What are Reference Transactions (tokenization)? (paypal.com)<\/a><\/li>\n<\/ul>\n<\/li>\n<li>Payment System and parameters set to proper for your PayPal Account.\n<ul>\n<li><a href=\"https:\/\/stoneedge.com\/kb\/articles\/paypal-payflow-pro-formerly-verisign\/\">PayPal PayFlow Pro (Formally Verisign) setup article.<\/a><\/li>\n<li><a href=\"https:\/\/stoneedge.com\/kb\/articles\/paypal-website-payments-pro\/\">PayPal Website Payments Pro setup article.<\/a><\/li>\n<\/ul>\n<\/li>\n<li>Prior credit card transactions must already be saved in Stone Edge (payment history).<\/li>\n<li>Customer must be saved on order and in Stone Edge.<\/li>\n<\/ul>\n<h2>Referencing Transactions for Manual Orders.<\/h2>\n<ol>\n<li>Create a Manual order. <a href=\"https:\/\/stoneedge.com\/kb\/articles\/creating-a-new-order\/\">How to Create a New Order within Stone Edge &#8211; Stone Edge Order Manager<\/a>.<\/li>\n<li>After placing items in order When you are ready to take payment Click &#8220;Payment&#8221;<br \/>\n<img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-2993\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Accordian_-Payment.png\" alt=\"\" width=\"205\" height=\"127\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Accordian_-Payment.png 205w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Accordian_-Payment-50x31.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Accordian_-Payment-60x37.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Accordian_-Payment-100x62.png 100w\" sizes=\"(max-width: 205px) 100vw, 205px\" \/><\/li>\n<li>Click the &#8220;Magnifying Glass&#8221; under order details.<br \/>\n<img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-2994\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Magnifying_Glass_Order_Details.png\" alt=\"\" width=\"377\" height=\"148\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Magnifying_Glass_Order_Details.png 1262w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Magnifying_Glass_Order_Details-300x118.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Magnifying_Glass_Order_Details-1024x402.png 1024w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Magnifying_Glass_Order_Details-768x302.png 768w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Magnifying_Glass_Order_Details-50x20.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Magnifying_Glass_Order_Details-60x24.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Magnifying_Glass_Order_Details-100x39.png 100w\" sizes=\"(max-width: 377px) 100vw, 377px\" \/><\/li>\n<li>If the customer has prior transactions thru Stone Edge that used PayPal as a payment processor these prior transactions will appear.<br \/>\n<img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-3834 size-full\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/0100.png\" alt=\"\" width=\"626\" height=\"427\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/0100.png 626w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/0100-300x205.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/0100-50x34.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/0100-60x41.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/0100-100x68.png 100w\" sizes=\"(max-width: 626px) 100vw, 626px\" \/><\/li>\n<li>Click a transaction to highlight. Be sure to select correct card based on last for some customers might have multi cards from previous transactions.<\/li>\n<li>Click &#8220;Get Details&#8221; for more details on the selected transactions.<br \/>\n<img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-2996\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Manual_Details.png\" alt=\"\" width=\"264\" height=\"371\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Manual_Details.png 977w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Manual_Details-213x300.png 213w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Manual_Details-729x1024.png 729w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Manual_Details-768x1079.png 768w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Manual_Details-36x50.png 36w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Manual_Details-43x60.png 43w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Manual_Details-71x100.png 71w\" sizes=\"(max-width: 264px) 100vw, 264px\" \/><\/li>\n<li>Once you have the correct card\/previous transaction selected click &#8220;Select&#8221;<br \/>\n<img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-2997\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Manual_Select_Button.png\" alt=\"\" width=\"182\" height=\"52\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Manual_Select_Button.png 182w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Manual_Select_Button-50x14.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Manual_Select_Button-60x17.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Manual_Select_Button-100x29.png 100w\" sizes=\"(max-width: 182px) 100vw, 182px\" \/><\/li>\n<li>Payment Information will populate.<\/li>\n<li>Then select Transmit to commit the new transaction.<\/li>\n<\/ol>\n<p>If needed to wait to charge the customers card, reference transactions can also be done on the View orders Screen.<\/p>\n<h2>Referenced transactions at View Orders Screen<\/h2>\n<ol>\n<li>Navigate to existing order.<\/li>\n<li>Click \u201cPayment\u201d\n<ol>\n<li>If payment already recorded for order:\n<ol>\n<li>Click payment line.<\/li>\n<li>Click \u201cPayPal Details.\u201d<\/li>\n<li>A pop-up appears with details of the transaction.<br \/>\n<img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-3836\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/0101-1024x683.png\" alt=\"\" width=\"300\" height=\"200\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/0101-1024x683.png 1024w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/0101-300x200.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/0101-768x512.png 768w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/0101-50x33.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/0101-60x40.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/0101-100x67.png 100w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/0101.png 1270w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<li>Click &#8220;PayPal Ref Trans&#8221;<br \/>\n<img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-3837 size-medium\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/0102-161x300.png\" alt=\"\" width=\"161\" height=\"300\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/0102-161x300.png 161w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/0102-27x50.png 27w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/0102-32x60.png 32w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/0102-54x100.png 54w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/0102.png 493w\" sizes=\"(max-width: 161px) 100vw, 161px\" \/><\/li>\n<li>Clients Previous Transactions will display in next screen.<br \/>\n<img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-3834 size-full\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/0100.png\" alt=\"\" width=\"626\" height=\"427\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/0100.png 626w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/0100-300x205.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/0100-50x34.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/0100-60x41.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/0100-100x68.png 100w\" sizes=\"(max-width: 626px) 100vw, 626px\" \/><\/li>\n<li>Select a transaction you wish to reference.<\/li>\n<li>Click &#8220;Get Details&#8221; for more details on pervious transaction you wish to refence to confirm it is the correct one.<br \/>\n<img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-3001\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/View_Orders_Details.png\" alt=\"\" width=\"264\" height=\"371\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/View_Orders_Details.png 977w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/View_Orders_Details-214x300.png 214w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/View_Orders_Details-729x1024.png 729w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/View_Orders_Details-768x1079.png 768w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/View_Orders_Details-36x50.png 36w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/View_Orders_Details-43x60.png 43w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/View_Orders_Details-71x100.png 71w\" sizes=\"(max-width: 264px) 100vw, 264px\" \/><\/li>\n<li>Click &#8220;Process&#8221;\n<ol>\n<li>Edit &#8220;Amount&#8221; before selecting &#8220;Process&#8221; to charge different totals if needed.<br \/>\n<img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3002\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/View_Orders_Process_Button.png\" alt=\"\" width=\"179\" height=\"53\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/View_Orders_Process_Button.png 179w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/View_Orders_Process_Button-50x15.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/View_Orders_Process_Button-60x18.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/View_Orders_Process_Button-100x30.png 100w\" sizes=\"(max-width: 179px) 100vw, 179px\" \/><\/li>\n<\/ol>\n<\/li>\n<li>Payment will have been recorded after &#8220;Process&#8221; is selected.<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Overview The ability to reference a previous transaction for a customer when use either PayPal PayFlow Pro (formally Verisign) or PayPal Payments is built into Stone Edge. Transactions can be referenced when payment is needed on an order at the View orders screen or when taking a manual order. Reference&#8230;<\/p>\n","protected":false},"author":8,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":[],"ht-kb-category":[27,20],"ht-kb-tag":[114,113,112,107],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.8.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>PayPal Reference Transactions - Stone Edge Order Manager<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/stoneedge.com\/kb\/articles\/paypal-reference-transactions\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"PayPal Reference Transactions - Stone Edge Order Manager\" \/>\n<meta property=\"og:description\" content=\"Overview The ability to reference a previous transaction for a customer when use either PayPal PayFlow Pro (formally Verisign) or PayPal Payments is built into Stone Edge. 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