Setting Up Payment Automation

Important:

Starting December 31, 2026, support is targeted to end for the Payment Automation SuiteApp. This change is in line with the upcoming end of partnership with HSBC.

You can no longer apply for HSBC online accounts in NetSuite. Only customers who applied by March 4, 2026 can continue using the SuiteApp until support ends in December. New or pending applications for HSBC online accounts will not be processed.

To continue enrolling accounts or subsidiaries for online payments, switch to the Intelligent Payment Automation SuiteApp. For more information, see Intelligent Payment Automation.

For more information about off-boarding, see Customer Off-boarding.

To set up Payment Automation, follow the instructions in the following sections:

• License Validation

• Generating Payment Tokens

• Setting Up Auto-Funding

• Setting Up Vendors

• Setting Up Vendor Payment Approval Routing

• Setting Up Batch Approval Routing

• Setting Up Two-Factor Authentication (2FA)

• Setting Up Roles and Permissions

• Setting up a Custom Role to Make Money Transfers

• Setting Default Department, Class, and Location Values

• Setting Email Preference

• Setting Default Bank Fees Account

Related Topics

• Payment Automation SuiteApp
• Overview
• Making Money Transfers
• Processing Payments
• Statements and Reconciliation
• Frequently Asked Questions about Payment Automation

General Notices