Generating Payment Tokens
Before you can start initiating and processing payments, you must generate payment tokens that the payment processor will use. This is a one-time setup. This task can be handled by the Administrator
Prerequisites:
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Before you generate payment tokens, enable two-factor authentication (2FA) with one-time password (OTP). For information about setting 2FA, see Set up Your Preferences for Two-Factor Authentication (2FA)
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Users with AP Integration Manager role can generate tokens.
To generate payment tokens:
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Go to SuiteBanking > Setup > Token.
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Enter your NetSuite password in the Password field.
Regeneration of Payment Tokens
For security reasons, you should regenerate payment tokens every 24 months.
The payment audit trial indicates the user that has generated payment tokens.
If the user that has generated the payment tokens during the initial setup leaves the company, another user must regenerate the tokens.
Related Topics
- Setting Up Payment Automation
- Installing the Payment Automation SuiteApp
- Applying for an HSBC Online Account
- Auto-Funding
- Vendors
- Setting Up 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
- Frequently Asked Questions about Payment Automation