Installing the Payment Automation SuiteApp

The Payment Automation SuiteApp is available on the Marketplace, and it's free to download. For more information, see Installing from the SuiteApp Marketplace.

To use the features of the SuiteApp, you need to purchase the AP Automation module and download the NetSuite SuiteApps License Client. The License Client will validate the latest license information. If no valid license exists for your company, you will need to purchase a license to use the Payment Automation SuiteApp. For more information, see License Validation.

The Payment Automation SuiteApp is a managed SuiteApp and is upgraded automatically.

Before you install the Payment Automation SuiteApp, enable the following features:

• A/P

• Accounting Period

• Custom Records

• Client SuiteScript

• SDF

• Server SuiteScript

• SuiteFlow

• Advanced PDF/HTML Templates

After you install the Payment Automation SuiteApp:

1. Assign the respective roles to the users. For more information, see Setting Up Roles and Permissions.

2. Apply for an HSBC Online account. For more information, see Setting Up Payment Automation.

3. Once the account is approved, generate the Payment Tokens. For more information, see Generating Payment Tokens

4. Set up source bank account. For more information, see Setting Up Auto-Funding.

5. Generate the GUID in step 4.

6. Onboard the vendors. For more information, see Setting Up Vendors.

7. Verify the vendor bank account if the account number is imported correctly or not.

General Notices