Duplicate client record from paypal payment

[tobyw7]

I’ve received a couple of payments to invoices recently via PayPal but it’s creating duplicate client records.

I looked at the merge feature but it’s saying the client contact can’t be the same.

Is this normal behaviour?

[QFMathew]

Hi @tobyw7

It sounds like you have the client creation enabled for PayPal, so it will try and create a client based on the email address used with PayPal. If the email address is already in use, we’ll use the existing client.

However, from what you’ve said about the merging, it sounds like it’s always creating a new client. Is that correct?

[tobyw7]

Hi,

I’m not sure where to find the client creation option for PayPal. I checked the Payment Integration page but couldn’t see that?

[QFMathew]

If you view the bank statement page for the PayPal account, and then click More Options >> Feed Settings

You should then see the three options there

[tobyw7]

Great! Thanks so much. I have set to leave the tagging to me. For some reason I had it also set to place paypal payments into the main bank account and not the paypal holding account, so have also changed that now. Shouldn’t have any more problems - touch wood!