1. Commerce
  2. Store Front
  3. Orders
  4. Payment Link

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.

To use Payment Link:

  1. Enable Payment Link in Company Preferences

  2. Configure Payment Link

  3. Customize Payment Link Email Templates

  4. Set Up Payment Link Invoice Templates

Enable Payment Link in Company Preferences

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.

Payment Link Checkout URL

Field

Description

Domain Prefix

Determines the name to be part of the domain.

For example, if the Domain Prefix is set to example, the URL of the Payment Link page is example.suitepayments.com.

The domain prefix must be unique. If you change the domain prefix, the previous Payment Link page URL is invalid.

Payment Link Checkout Page

Field

Description

Payment Methods

Determines the online payment methods that you want to make available to Payment Link users.

If there is a payment method missing from the options, ensure that the Display in Web Site field is checked on the Payment Method record (Setup > Accounting > Accounting Lists).

Accept Partial Payments

If checked, allows Payment Link users to select the amount to be paid on the invoice.

If partial payment is not allowed, the customer must pay the invoice in full.

Company Logo

Sets the logo to display in the header of the Payment Link page.

You can select an image from the File Cabinet or upload a new one.

The image's dimensions are set to 120 pixels by 85 pixels. If you use a bigger or smaller image, the image is resized.

Company Name

Sets the company name to display in the header of the Payment Link page.

Company Info

Sets the additional company information to display in the header of the Payment Link page.

Email Templates

Field

Description

Payment Accepted

Sets the system email template used for Payment Link emails sent to users when payment is accepted by the payment gateway.

To customize this template, see Customize Payment Link Email Templates.

Payment Rejected

Sets the system email template used for Payment Link emails sent to users when payment is rejected by the payment gateway.

To customize this template, see Customize Payment Link Email Templates.

Customize Payment Link Email Templates

The Payment Link features includes 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. For more information about modifying an email template, see Customizing Templates for System-Automated Email.

Note:

For advanced users experienced in HTML and FreeMarker, you can use the variables defined in the header of the included file to further customize the email template as preferred. For more information about modifying a template with FreeMarker, see Scriptable Templates.

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.

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.

Note:

You can customize the templates used in the transaction form fields by completing the following steps:

  • For the Standard Payment Link Invoice PDF/HTML Template - Go to Customization > Forms > Advanced PDF/HTML Templates and click Customize next to Standard Payment Link Invoice PDF/HTML Template. For more information, see Advanced PDF/HTML Templates.

  • For the Standard Payment Link Transaction Email Template - Go to Documents > Templates > Email Templates and click Customize next to Standard Payment Link Transaction Email Template. For more information, see Creating New Email Templates.

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.

General Notices