Proposal Summary
This proposal covers the implementation of the Payment Option for the buyer group to pay the invoices by entering the Invoice number without login to website.
Requirement
The requirement is to setup payment option in the header of the Elevate Oral Care website to pay the Invoices.
If a payor comes to the site, they should be able to pay the invoice, by entering the invoice number, zip code, and amount without login to the site. However, the website wouldn’t provide any confidential information to that person, only allow them to pay.
The visiting payor wouldn’t need to log into the site but go to a page letting them enter the information about an invoice they may have, and then pay it using a credit card.
Prerequisite
Need stripe account details for development and testing purposes.
A custom transaction body field need to be created to store the Stripe reference ID
Deliverables
We can add a “Pay an Invoice” Button in the header of the Elevate Oral Care Website.
When the Payor clicks on the button, a page will open, where the payor can enter the Invoice Number, Zip code and the Invoice amount.
After clicking on the “Lookup Invoice” button, if the invoice exists with the matching details, then it will be displayed with its Invoice number and the payment amount. Also, we will show a “Pay Now” button.
We have to use an external payment method called “Stripe” to do the payment.
Payor can click on the pay now button to do payment by stripe.
On clicking this button, it will navigate to a new HTML page for entering the card details. Customers need to enter card details and click the Pay Now button.
After the successful payment, a new customer deposit will be created for the corresponding customer in the invoice. Also, after the payment, stripe reference id will be stored in a custom field inside the invoice record.
Assumptions
After payment, customer deposit will be created for the corresponding customer in the Invoice.
If the customer deposit is already created for the Invoice, then the Pay Now button will not appear after selecting the Invoice.
Current Payment Gateway using is the CyberSource. That process will continue the same. We need to integrate one more payment method (Stripe), other than Cybersource. The invoice payment will be doing through Stripe.
UI of the page will be matching with theme.
Risks
When a customer pays with a credit card, the card information is saved in NetSuite as well as in the Stripe account. However, reusing a stored card for payment is a sensitive process, so manual credit card editing from NetSuite may cause some issues.
Note: We are not considering the CyberSource payment now. Need to check the possibility of Cyber source in detail.
Estimate
70hrs (In Production)
82hrs (Release Preview and Production)