Scenario
Giving customers access to their invoices allows them to view past invoices. If you set up the appropriate preferences, you can also allow your customers to pay their open invoices online.
You need to complete the following steps to give customers access to their invoices. Detailed instructions follow:
Solution
Enable the appropriate features.
Setup access on customer records.
To Enable Features:
Go to Setup > Company > Enable Features(Administrator).
Click the Transactions subtab.
Under Payment Processing, check the Credit Card Payments box if you want to allow customers to pay their invoices online.
Click the Web Presence subtab.
Under Access, check the Customer Access box.
Click Save.
Go to Setup > Accounting > Preferences > Accounting Preference.
Click the Items/Transactions subtab.
To let customers pay their invoices online, under Payment Processing, check the Customers Can Pay Online box.
Click Save.
To Setup Access on Customer Records:
Go to Customers > Lists > Customers.
Click Edit next to the name of the customer you want to give access to.
Under Email | Phone | Address, enter your customer’s email address if you haven’t already done so.
Click the Access subtab.
In the Role field, select the Customer Center role you want to assign to this customer.
Check the Give Access box.
To notify your customer of this new access, check the Send New Access Notification Email box. The notification email includes the email address (used for logging in to NetSuite) and explains login procedures. It also contains a URL so that the customer can set up a NetSuite password.
When you have finished entering information, click Save.