Payment Link
The Payment Link feature allows your customers to conveniently pay an invoice online, using a computer or mobile device. Instead of having to contact you and discuss payment, your customers can receive an email of the invoice with a link to the payment page. They can choose which method they want to use to pay, including credit cards and PayPal, from a list you have selected.
After you enable the feature, you can configure Payment Link to select certain payment methods, allow partial payments, and include a company logo and information. You can also customize the email templates that are used to inform customers when payment is accepted or rejected.
After setup is complete, you can offer customers a convenient way to pay invoices from a link or QR code in an email. On the Payment Link Checkout page, a customer can review the invoice, choose a payment method, and submit payment.
Prerequisites
Before you begin using Payment Link, ensure that you've set up the following prerequisites.
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Enable Payment Instruments. Go to Setup > Company > Enable Features > Transactions > Payment Processing. For more information, see Payment Instruments.
You can integrate with various payment instruments and payment gateway partners.
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Allow online credit card payments. For more information, see Set Up Credit Card Payments Online.
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Set up payment methods. For more information, see Creating a Payment Method.
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Set up payment processing profiles for each credit card gateway. For more information, see Setting Up Payment Processing Profiles in NetSuite.
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Set up DomainKeys Identified Mail (DKIM) to authenticate emails from your account. For more information, see DomainKeys Identified Mail (DKIM).
To use Payment Link:
Enable Payment Link in Company Preferences
To use Payment Link, enable the feature in your company preferences.
To enable Payment Link:
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In NetSuite, go to Setup > Company > Enable Features > Transactions > Payment Processing.
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Check the Payment Link box.
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Click Save.
Configure Payment Link
You can customize the Payment Link page using the Payment Link Setup record. You can set the domain prefix, choose which payment methods to offer, determine what company information to include, and more.
To configure Payment Link:
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In NetSuite, go to Commerce > Payment Link.
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Fill out the listed fields for each category, using the following tables as references.
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Click Save.
Payment Link Checkout URL
|
Field |
Description |
|---|---|
|
Domain Prefix |
Determines the name to be part of the domain. For example, if the Domain Prefix is set to example, the URL of the Payment Link page is example.suitepayments.com. The domain prefix must be unique. If you change the domain prefix, the previous Payment Link page URL is invalid. |
Payment Link Checkout Page
|
Field |
Description |
|---|---|
|
Payment Methods |
Determines the online payment methods that you want to make available to Payment Link users. If a payment method is missing, ensure that you've checked the Display in Website box on the Payment Method record (Setup > Accounting > Accounting Lists). |
|
Accept Partial Payments |
If checked, allows Payment Link users to select the amount to be paid on the invoice. Customers must pay the full invoice if partial payments aren't allowed. |
|
Company Logo |
Sets the logo to display in the header of the Payment Link page. You can select an image from the File Cabinet or upload a new one. The image is resized to 120 x 85 pixels. If you use a bigger or smaller image, the image is resized. |
|
Company Name |
Sets the company name to display in the header of the Payment Link page. |
|
Company Info |
Sets the additional company information to display in the header of the Payment Link page. |
Email Templates
|
Field |
Description |
|---|---|
|
Payment Accepted |
Sets the system email template used for Payment Link emails sent to users when payment is accepted by the payment gateway. To customize this template, see Customize Payment Link Email Templates. |
|
Payment Rejected |
Sets the system email template used for Payment Link emails sent to users when payment is rejected by the payment gateway. To customize this template, see Customize Payment Link Email Templates. |
Customize Payment Link Email Templates
Payment Link includes two email templates for confirming or declining payments. You can customize these templates to change the subject, message, and more. For more information about modifying an email template, see Customizing Templates for System-Automated Email.
Advanced users experienced in HTML and FreeMarker can use the variables defined in the header of the included file to further customize the email template. For more information about modifying a template with FreeMarker, see Scriptable Templates.
To customize email templates:
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In NetSuite, go to Setup > Company > System Email Templates.
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Click Customize next to the Standard Payment Link Payment Confirmation template.
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In the Name field, give your new template a name.
This name will appear as an option in the Payment Accepted field of the Payment Link Setup record.
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In the Create Template From: field, select Text Editor.
You can now edit the text and tags in the field below.
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Click Save to create the customized email template.
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Repeat Steps 1–5 for the Payment Link payment rejected email template with the following changes:
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Step 2 —Click Customize next to the Standard Payment Link Payment Declined Notification template.
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Step 3 — This name will appear as an option in the Payment Rejected field of the Payment Link Setup record.
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Set Up Payment Link Invoice Templates
Payment Link allows you to send your customers an invoice by email. You can customize the look of the invoice, decide if the invoice is included as a PDF attachment, and use an email template for quick set up.
To use Payment Link invoice templates in emails, ensure you've enabled the following settings:
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Decide whether to send the invoice as HTML in the body of the email message, or attached to the email as a PDF.
To set this preference, in NetSuite go to Home > Set Preferences > Transactions > Printing, and choose HTML or PDF from the Transaction Email Attachment Format field.
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Enable Advanced PDF/HTML Templates.
To enable this feature, in NetSuite go to Setup > Company > Enable Features > SuiteCloud > SuiteBuilder, and check the Advanced PDF/HTML Templates box.
After ensuring both of these fields are correct, you can customize your Transaction Form to use pre-set or customized Payment Link templates.
Customize the Transaction Form
The Payment Link feature includes two templates for invoices in emails. These templates are used to format printed and email versions of transactions. You can select these templates by editing your transaction form.
You can customize the templates used in the transaction form fields by following these steps:
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For the Standard Payment Link Invoice PDF/HTML Template – Go to Customization > Forms > Advanced PDF/HTML Templates and click Customize next to Standard Payment Link Invoice PDF/HTML Template. For more information, see Advanced PDF/HTML Templates.
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For the Standard Payment Link Transaction Email Template – Go to Documents > Templates > Email Templates and click Customize next to Standard Payment Link Transaction Email Template. For more information, see Creating New Email Templates.
To customize your transaction form:
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In NetSuite, go to Customization > Forms > Transaction Forms.
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Click Customize next to the Standard Service Invoice form.
Note:If you are using a custom transaction form instead of the Standard Service Invoice form, click Edit next to it.
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In the Printing Type field, select Advanced.
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In the Print Template field, select Standard Payment Link Invoice PDF/HTML Template.
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In the Email Template field, select Standard Payment Link Invoice PDF/HTML Template.
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In the Email Message Template field, select Standard Payment Link Transaction Email Template.
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Click Save.