Getting Started with Intelligent Payment Automation

Intelligent Payment Automation Setup Requirements

Before you set up Intelligent Payment Automation, verify that the following requirements are met:

• You use a NetSuite production account.

• You have the Administrator role or equivalent permissions.

• Your company has a U.S. subsidiary.

• You plan to pay vendors located in the United States.

• The required NetSuite features are enabled.

Setup Tasks

Complete the following tasks to set up Intelligent Payment Automation:

1. Review the prerequisites - Before you set up Intelligent Payment Automation, review the account, subsidiary, vendor, feature, and permission requirements.

   For more information, see Prerequisites for Installing the Intelligent Payment Automation SuiteApp.

2. Install the SuiteApp - Before you install the Intelligent Payment Automation SuiteApp, enable the required NetSuite features. Then, install the SuiteApp from the SuiteApp Marketplace. After installation, Intelligent Payment Automation roles and components are added to your account.

   For more information, see Installing the Intelligent Payment Automation SuiteApp.

3. Set up roles and permissions - Assign roles to control access to payment functions. For example, users who create payments need the Payment Clerk role or a custom role with the required permissions.

   For more information, see Setting Up Intelligent Payment Automation Roles and Permissions.

4. Sign the required forms - Complete the enrollment process to activate Intelligent Payment Automation. If you are not authorized to sign the Estimate/Order Form, share it with the primary contact.

   For more information, see Signing Forms for Intelligent Payment Automation.

5. Set up your BILL account - Create a BILL account, submit company details, link and verify your bank account, and map it to a GL bank account. You can also set up payment approval routing.

   For more information, see Signing Up with BILL within Intelligent Payment Automation.

6. Set up vendors and bank accounts - Prepare vendor and bank records for payment processing. Vendors must have valid U.S. addresses, remittance email addresses, and payment details. Bank accounts must be added and verified before they can be used for payments.

   Qualified vendor records with open balances sync with BILL automatically after setup.

   For more information, see Managing Bank Accounts and Vendor Setup and Management for Intelligent Payment Automation.

7. Start processing payments - After setup, you can create single payments, create payment runs, approve payments, submit payments to BILL, and track payment status from the dashboard.

   For more information, see Payment Processing.

Next Steps

After setup, you can review the dashboard, verify vendor sync status, and create your first payment.

For more information, see:

• Payment Dashboard

• Creating a Payment Run

• Paying a Single Vendor Through BILL

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