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 Mega Tel Wireless to pay from NetSuite using Card pointe.
We will create a custom button named “Pay using Card Pointe” in NetSuite for the Invoices in “Open” status. When the user clicks this button after saving the record, it will open an HTML page with the card details.
There will be two scenarios to handle on the HTML page:
If the customer profile with card details is already stored in Cardpointe, we will fetch the details from the Cardpointe platform and display them on the HTML page. After the user clicks the pay button, the payment will be initiated in Cardpointe.
If the customer profile is not stored, we will initiate the addition of the card details on the HTML page. We will then pass the API to Cardpointe for creating the customer profile and saving it.
After getting confirmation regarding the payment, we will store the response in one of the custom fields in the NetSuite invoice record and store the reference ID for future reference.
After the payment is made successfully, we will return to the invoice record and change its status to “Paid in Full”. We will also create a customer payment with the payment amount.
Assumptions
The proposed solution is based on the following assumptions:
The Cardpointe payment gateway supports all the necessary features and APIs required to integrate with NetSuite.
The HTML page for card details can be securely hosted and accessed only by authorized users.
Pay button will be available only in Invoice record.
We are currently sharing the proposal and estimate for integrating Card Pointe with NetSuite. However, once we receive information about the payment flow, we will review and revise the proposal accordingly to ensure that it meets your specific requirements.
Risks
Integration issues with Cardpointe payment gateway, such as API compatibility issues, may cause delays in the integration process.
Security risks associated with handling sensitive customer data such as card details and reference IDs.
Any changes in the Cardpointe API or NetSuite API may cause the integration to fail.
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.
This proposed solution provides an efficient way to integrate NetSuite with Cardpointe payment gateway, allowing Mega Tel Wireless to accept payments for credit card and ACH through NetSuite.