1. Accounting
  2. Banking
  3. Intelligent Payment Automation
  4. Setting Up Intelligent Payment Automation
  5. Signing Forms for Intelligent Payment Automation

Signing Forms for Intelligent Payment Automation

NetSuite requires enrollment to use Intelligent Payment Automation. Authorized signatories must sign the Estimate/Order Form electronically. This action must be completed only for your first time signing up. If you have a NetSuite OneWorld account, you don't need to complete this action for each subsidiary.

Employees with an Administrator, CFO, and other custom roles with permissions to complete the three-step sign up process can only review the Estimate/Order Form. After reviewing the form, they need to click Share with Primary Contact so that the primary contact can sign the Estimate/Order Form.

To review the documents:

  1. Go to Payment Automation > Dashboard > Overview.

  2. Click the Estimate/Order Form link to review the unsigned document.

  3. After you have reviewed the document, click Share with Primary Contact.

  4. On the popup window, click Send to send it to the primary contact's email address.

    Optionally, you can customize the Subject and Message of the email.

    Alternatively, click Copy a Link to share it with the primary contact through other means of communication.

Only the primary contact for your NetSuite account, as authorized signatory, can sign the Estimate/Order Form.

Note:

To update primary contact details, please contact Oracle NetSuite Support. Note that electronic signing is integrated with DocuSign.

To sign and accept the documents:

  1. As the primary contact, you must log in to NetSuite with the Administrator role or custom role with required permissions.

    To review the permissions, see Sign the Estimate/Order Form Permissions.

  2. Go to Payment Automation > Dashboard > Overview.

  3. Check the By checking this box, I confirm that I am authorized to enter into contracts on behalf of. box to open the document using DocuSign.

    1. Review the document in DocuSign, agree to the usage of electronic records and signature, and follow the prompts on the screen to sign it.

    2. Click Finish. An email is sent with details of how you can view and download the signed Estimate/Order Form.

  4. After you electronically sign the document, do one of the following:

    • Click Start Setup to continue with Step 1 – Creating a BILL Account.

    • Click Invite Teammate to Setup to send an invite to someone else to start the application for a BILL account. On the popup window, click Send to send it to the employee's email address. Optionally, you can customize the Subject and Message of the email.

      Alternatively, click Copy a Link to share it through other means of communication.

Employees who receive the invite must to log in to NetSuite and click Start Setup to continue with Step 1 – Creating a BILL Account.

To view the signed and accepted documents:

  1. When you access the dashboard, on the Automated Bill Payments Overview page, click Overview for a subsidiary in the Subsidiaries Using Automated Bill Payments section.

  2. In the left panel, click Settings , and then click Account.

  3. Click the Estimate/Order Form link to open the document on a new tab.

Related Topics

General Notices