Allowing Customers to Pay Online
To allow customers to pay online, an administrator must first set up the appropriate features and preferences.
To allow customers to pay online:
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Go to Setup > Company > Enable Features.
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Click the Transactions subtab.
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Check the Credit Card Payments box.
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Click the Web Presence subtab.
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Check the Customer Access box.
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Click Save.
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Go to Setup > Accounting > Accounting Preferences.
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Click the Items/Transactions subtab.
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Check the Customers Can Pay Online box.
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Click Save.
Next, you can set your personal preferences to remind you when customers have made online payments.
To set up reminders:
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Go to Home > Personlize Dashboard.
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Click Reminders.
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In the Reminders portlet, click Setup.
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Select the Credit Cards to Approve box.
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Click Save.
Next, you need to create a customer record for the customer. Your customer cannot log in to make online payments unless you set up a customer record.
To create a customer record:
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Go to Customers > Lists > Customers > New.
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Fill in the appropriate information on the Customer record.
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Specify an email address for the customer contact who will log in to NetSuite.
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On the System Information subtab, check the Give Access box.
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Select a role for this customer.
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Assign a password for this customer's access.
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When you have finished entering information, click Save.
Finally, inform your customer to go to www.netsuite.com and log in with this information:
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Password – exactly what you assigned on the Customer record
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Email – the customer's email address
Now this customer can make payments by credit card online.
Related Topics:
- Accepting Customer Payments Workflow Chart
- Applying a Payment on the Customer Payment Page
- Applying a Payment on an Invoice
- Correcting Payments to Invoices
- Entering Payment Information on a Transaction
- Removing Credits from Deleted Customer Payments
- Reversing or Deleting Customer Payments
- Approving Customer Payments
- Managing Undeposited Customer Payments
- Consolidated Payments
- Payment Receipts
- Creating a Payment Method
- Handling Returned/NSF Checks