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Your customer’s payment experience will vary depending on the Payment Link used to access a Payment Page.
Payment Links are sharable links located on Transactions and Customer records in NetSuite. These links bring your customer to a Payment Page, which is a payment interface. From this interface, they can review their bill(s) and securely enter payment details that are processed through your third-party payment provider.
Payment Links
There are two different types of Payment Links. One type of Payment Link directs a customer to an Invoice Pay or Sales Order Pay page, this link is accessible from the Transaction (Invoice or Sales Order) in NetSuite. The other Payment Link type is located directly on the Customer record in NetSuite and when shared, brings your customer to a Statement Pay Page, where your customer can view and pay multiple Invoices.
Each of these link types may be shared with your customer to collect secure payment (send via email, PDF attachment, etc). As a reminder, each Payment Link is associated with a particular Payment Profile and payment provider account. This means the link will direct the customer to the specific experience you have curated for each subsidiary, with settings on the Payment Profile and Preferences.
Keep in mind that Payment Links are always unique to your customer and depending on the link type, may be Transaction specific.
Read Generating Payment Links to learn more.
Payment Pages
Payment Pages provide your customer with a user friendly interface for making secure payments. There are different payment interfaces available depending on whether your customer has one or many Invoices to pay. There are 3 different Payment Pages to leverage.
Sales Order Pay
Each Sales Order is tied to its own Payment Page where details for that specific Sales Order may be paid. Additional options supported on this Payment Page type include:
Payment Links for Sales Order Pay are specific to the customer and Sales Order. These links automatically generate whenever a new or existing Transaction is created or modified.
To share a Payment Link to Sales Order Pay:
- Locate the Sales Order that is ready for payment collection.
- Under the Custom subtab, locate and share the link populated in the ZP Pay (External) Link field. This link may be shared externally.
To include a Payment Link for Sales Order Pay on Sales Order PDFs, leverage native NetSuite functionality to include the ZP Pay (External) Link field on Sales Order PDF layouts.
Read Payment Pages to learn more.
Invoice Pay
Each Invoice is tied to its own Payment Page where details for that specific Invoice may be paid. Additional options supported on this Payment Page type include:
Payment Links for Invoice Pay are specific to the customer and Invoice. These links automatically generate whenever a new or existing Transaction is created or modified.
To share a Payment Link to Invoice Pay:
- Locate the Invoice that is ready for payment collection.
- Under the Custom subtab, locate and share the link populated in the ZP Invoice Pay (External) Link field. This link may be shared externally.
To include a Payment Link for Invoice Pay on Invoice PDFs, leverage native NetSuite functionality to include the ZP Invoice Pay (External) Link field on Invoice PDF layouts.
Read Payment Pages to learn more.
Statement Pay
Statement Pay displays your customer’s open Invoices. If your customer has multiple Invoices, is billed in multiple currencies, or transacts with multiple business entities, these can all be managed from Statement Pay, rather than requiring links to separate Payment Pages. Additional options supported on this Payment Page type include:
- Make partial payment
- Save payment method for Autopay
- Apply credits
- Submit payments through parent
- Print transaction
Payment Links for Statement Pay are customer specific and may include Invoices tied to different subsidiaries. These links automatically generate whenever a new or existing Customer record is created or modified.
To share a Payment Link to Statement Pay:
- Go to the Customer record
- Under the Custom subtab, locate and share the link populated in the ZP Statement Pay Link field. This link may be shared externally.
Read Payment Pages to learn more.
Internal Invoice Pay
Internal Invoice Pay is a payment method where a NetSuite user is able to navigate to an Invoice and manually input a customer’s credit card information to process a one-time payment. Access to submitting payments with this method is determined by the NetSuite Roles that are selected in the Internal Invoice Pay Access: Roles field of the Preferences record.
To accept payments through Internal Invoice Pay:
- Go to the Invoice
- Under the Billing subtab, a ZonePayments payment widget will load
- Click the Process Payment button
- Once loaded, enter the customer’s credit card payment information on their behalf > click Process Payment to complete payment.
Read Payment Pages to learn more.