Create a Payment Profile

To connect a third-party payment provider (i.e. Stripe) to NetSuite, create a Payment Profile.

This record represents the overall integration of a specific account managed by your payment provider and provides a set of payment options and preferences that shape your customer’s payment experience.

As part of the connection process, this record serves as the bridge between your third-party payment provider and NetSuite by storing API information to connect a particular account within your payment provider to a specific NetSuite subsidiary.

Prerequisites

Before creating your first Payment Profile, ensure that you’ve read our Connection overview article. If you have multiple lines of business (multi-subsidiary) each subsidiary must be associated with its own account within your payment provider. Create a Payment Profile for each provider account intended for ZonePayments payment processing.

Creating a Payment Profile

To connect a third-party payment provider account to your NetSuite account, follow these steps to create a Payment Profile:

1. Log into NetSuite
2. Go to Setup > Zone Payments Setup > ZP Payment Profiles > New
3. Under the Name field, name the Payment Profile record
   • We recommend that the name easily indicates the Profile’s use, for example ‘Payment Provider - Subsidiary’ is a helpful naming convention to consider.
   • Note - This name will be used in the memo field for records created by ZonePayments in order to highlight which profile handled the transaction.
4. Select the Payment Provider
   • In the Payment Provider field, select from the drop down list to associate the payment provider with this profile.
5. Select the Subsidiary
   • In the Subsidiary field, select from the drop-down the specific subsidiary this profile will be associated with.
     • Note that a Payment Profile can only be associated with a single subsidiary.  If you have multiple subsidiaries, it is required that you create separate Payment Profiles. Each Payment Profile must be associated with a unique account within your payment provider.
6. Select the Default Fees Account
   • In the Default Fees Account field, select from the drop-down the expense account to use to record fees associated with processing payments through your payment provider. This selection will be the default across all associated Account Maps unless overridden at the local level by ZP Account Mapping Profile settings. A more detailed explanation of the settings hierarchy can be found in our Settings Hierarchy guide.
7. Select which payment method options are available for your customers when submitting payments.
8. Select the Payment Page Theme
   • In the Payment Page Theme field, select the display theme to be used on your customer Payment Page. There are 4 standard themes available to choose from or create your own using Custom Themes.
9. Add Your Company Logo
   • In the Company Logo field, select an image file of your company logo to display on your customer Payment Page. See Themes and Branding to learn more about recommended Logo specs.
10. Most payment providers will provide you with two sets of API Tokens, one set for “Live Mode” and another for “Test Mode.” These tokens will correspond with the Payment Profile’s Public and Private API Key fields.
    • The Public API Key and Private API Key fields should be populated with your provider’s "Live tokens", these will be used for your production account.
    • The Test API Key fields are populated with your provider’s "Test tokens", these will be used for your Sandbox account. Sandbox is optional but a best practice.
11. To Populate the Public and Private API Keys
    • Obtain both the Public and Private API keys, by logging into your payment provider account with appropriate access to view API keys.
      
      • In Stripe, API keys can be displayed by navigating to Developers > API Keys.
        
        • The ‘Publishable Key’ in Stripe corresponds to the Payment Profile ‘Public API Key’ field.
        • The ‘Secret Key’ in Stripe corresponds to the Payment Profile ‘Private API Key’ field. In Stripe, you’ll need to click ‘Reveal key’ (‘Reveal test key’ if in testing) to view the ‘Secret Key’.
          
    • In the Payment Profile Public API Key field, paste the copied public API key from your payment provider.
    • In the Private API Key field, paste the copied private API key from your payment provider.
      
      • Note the Private API Key field is encrypted once the Payment Profile record is saved, you will not be able to view the private key again within Netsuite.
      • If you are using a NetSuite demo TSTDRV account, add “API Test Keys” to these production fields.
12.  Click Save to create the Payment Profile record
    • Visit Payment Profiles to learn about other fields on this record.

Next Steps

After successfully configuring your first Payment Profile, you may move on to creating your first Accounting Mapping Profile  record, which allows you to configure how payment settlements (Payouts) and fees are deposited to your NetSuite GL accounts.

Creating a Payment Profile FAQ

Q: I have multiple accounts in Stripe, does the Payment Profile manage all of them?

A: If you have multiple accounts managed through your payment provider, each will require its own Payment Profile record. This means you’ll want to repeat these steps for each account you’d like to connect and further process payments from NetSuite.

Q: I have multiple business lines that need to accept Stripe payments.

A: Each Stripe account should represent a single business entity or subsidiary. On the ZonePayment side, each of those would have their own Payment Profile.