Proposal Summary
The proposed solution aims to integrate CardPointe payment gateway with NetSuite using API integration. This integration will allow users to process payments directly within NetSuite, streamlining the payment process.
Requirement
Mega Tel Wireless would like to do the Payment integration for Cardpointe and NetSuite. They need to accept payment for Credit card and ACH through NetSuite. Also, accept payment when checking out from the Ecommerce.
Deliverables
This proposed solution involves developing a payment gateway integration that allows customers to pay from SuiteCommerce using Card pointe.
- In checkout payment page, there will be no difference for the payment method. It will show the invoice as the as now.
- If a term is not available in the customer record, then invoice option will not be available as the payment option for that customer.
- The customer selecting the invoice as a payment option will able to pay using the selected term. It will help to create the order with the payment type “Invoice”. The ecommerce term will be used as term for invoice.
- In the review page user will have the ability to select the payment method.
- In the case of choosing credit card as the payment method,customer will have the ability to make the payment in the Thank you page of the website, after placing order. So will add a text to intimate that payment will be done in another page.
- Or we can add a new option for “Pay Now using Credit card” option along with the current 3 options. Next to that option, we can display a message that the “Payment can be done in the next Page” or any similar message that will be suitable.
- We can place a checkbox in the Sales order(if required) created to know whether the payment is received or not from the website. If a user pays using credit card then the checkbox will be checked otherwise all other payment ,method, the checkbox will not be checked so that sales rep can contact the customer and complete the payment as it is working now.
- Once the customer clicks the Place order button. A thank you page will be displayed. In that page there will be “Pay Now” button which will help to redirects the customer to the Hosted Payment Page and the payment transaction will perform on that page. We will add a message in the thank you page for paying using credit card please click on the Pay now button or we can add an option to display “Pay Now” button only for credit card opting customer.
- The status of the invoice will be updated based on the transaction, If the payment is made successfully, we will return to the invoice record and change its status to “Paid in Full” in NetSuite.
- If we fail to pay or reject the payment, then the order will not be placed. If the payment is accepted, then a confirmation email will be sent to the customer.
Enhancement
If the customer who opts credit card as payment option is failed to reach the Thank you page after placing the order in the review page of the checkout, then we can send an email to the customer indicating that the order is not placed due to the payment is pending in the thank you page. The email will send to the customer within two or three hours after placing the order. So that the customer can get information. Payment link or link to the payment page will be added in the mail.
We have not considered this enhancement in the current expected time. If you require this one, we can consider it and will submit you the time required.
Assumptions
The proposed solution is based on the following assumptions:
- The UI of the updated portion of the checkout page will be based on the current theme of the website.
- Any updates other than the requirement will be considered as new enhancement.
Risks
- Any errors during the payment process, such as payment failures, may impact customer satisfaction
- Any errors in storing the payment details in NetSuite may result in discrepancies in accounting records.
Estimated Time
Total: 40 Hours
*If any variations from the mentioned scope, either we will consider it in phase 2 customization, or the estimated hour will change.