Payment Link

The Payment Link feature allows your customers to conveniently pay an invoice online, using a computer or mobile device. Instead of having to contact you and discuss payment, your customers can receive an email of the invoice with a link to the payment page. They can choose which method they want to use to pay, including credit cards and PayPal, from a list you have selected.

After you have enabled the feature, you can configure Payment Link to select certain payment methods, allow partial payments, and include a company logo and information. You can also customize the email templates that are used to inform customers when payment is accepted or rejected.

After setup is complete, you can offer customers a convenient way to pay invoices from a link or QR code in an email. On the Payment Link Checkout page, a customer can review the invoice, choose a payment method, and submit payment.

Prerequisites

Before you begin using Payment Link, ensure that you have set up the following prerequisites.

  • Enable Payment Instruments. Go to Setup > Company > Enable Features > Transactions > Payment Processing.
  • Allow online credit card payments.
  • Set up one or more payment methods.
  • Set up and assign payment processing profiles for each credit card gateway you want to use.
  • Set up DomainKeys Identified Mail (DKIM) to authenticate emails from your account.

To use Payment Link:

Enable Payment Link in Company Preferences

In order to use Payment Link, you must enable the feature in your company preferences.

To enable Payment Link:

  1. In NetSuite, go to Setup > Company > Enable Features > Transactions > Payment Processing.
  2. Check the Payment Link box.
  3. Click Save.

Configure Payment Link

Using the Payment Link Setup record, you can choose how the Payment Link page appears to your customers. You can set the domain prefix, choose which payment methods to offer, determine what company information to include, and more.

To configure Payment Link:

  1. In NetSuite, go to Commerce > Payment Link.
  2. Fill out the listed fields for each category, using the following tables as references.
  3. Click Save.

Customize Payment Link Email Templates

The Payment Link features include two new email templates which are used to generate emails to your customers to either confirm or decline payment. You can customize these templates to change the subject, message, and more by using the following procedure. 

To customize the email templates:

  1. In NetSuite, go to Setup > Company > System Email Templates.
  2. Click Customize next to the Standard Payment Link Payment Confirmation template.
  3. In the Name field, give your new template a name.This name displays as an option in the Payment Accepted field of the Payment Link Setup record, which you select to use for the Payment Link payment accepted email.
  4. In the Create Template From: field, select Text Editor.You can now edit the text and tags in the field below.
  5. Click Save to create the customized email template.
  6. Repeat Steps 1–5 for the Payment Link payment rejected email template with the following changes:
    • Step 2 —Click Customize next to the Standard Payment Link Payment Declined Notification template.
    • Step 3 — This name displays as an option in the Payment Rejected field of the Payment Link Setup record, which you select to use for the Payment Link payment declined email.

Set Up Payment Link Invoice Templates

Payment Link allows you to send your customers an invoice by email. You can customize the look of the invoice, decide if the invoice is included as a PDF attachment, and use an email template for quick set up.

In order to use the Payment Link invoice templates in emails, first make sure the following settings are enabled:

  • Decide whether to send the invoice as HTML in the body of the email message, or attached to the email as a PDF.To set this preference, in NetSuite go to Home > Set Preferences > Transactions > Printing, and choose HTML or PDF for the Transaction Email Attachment Format field.
  • Enable Advanced PDF/HTML Templates.To enable this feature, in NetSuite go to Setup > Company > Enable Features > SuiteCloud > SuiteBuilder, and check the box for the Advanced PDF/HTML Templates field.

After ensuring both of these fields are correct, you can customize your Transaction Form to use pre-set or customized Payment Link templates.

Customize the Transaction Form

The Payment Link feature includes two templates to be used when generating an invoice for the email to your customer. These templates are used to format printed and email versions of transactions. You can select these templates by editing your transaction form.

To customize your transaction form:

  1. In NetSuite, go to Customization > Forms > Transaction Forms.
  2. Click Customize next to the Standard Service Invoice form.
    Note If you are using a custom transaction form instead of the Standard Service Invoice form, click Edit next to your custom form.
  3. In the Printing Type field, select Advanced.
  4. In the Print Template field, select Standard Payment Link Invoice PDF/HTML Template.
  5. In the Email Template field, select Standard Payment Link Invoice PDF/HTML Template.
  6. In the Email Message Template field, select Standard Payment Link Transaction Email Template.
  7. Click Save.

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