Installing the Online Donations SuiteApp

This section includes the prerequisites and instructions for installing the Online Donations SuiteApp.

Prerequisites

Before installing the Online Donations SuiteApp, you must ensure that the following prerequisites are met:

  • Enable the Payment Link feature.

    To enable the Payment Link feature:

    1. Go to Setup > Company > Enable Features > Transactions > Payment Processing.

    2. Check the Payment Link box.

    3. Click Save.

    For more information on how to setup and use the Payment Link feature, see Payment Link.

  • To use the recurring donations feature, you must enable the Advanced Billing feature. For more information, see Advanced Billing Overview.

  • If you are using a custom transaction form, make sure you assign a Payment Link Invoice PDF/HTML template. This ensures the email sent to the customers include the payment link. To set up Payment Link templates and customize your transaction form, see Set Up Payment Link Invoice Templates.

Installation

Any role with access to the SuiteApp Marketplace in NetSuite can install the Online Donations SuiteApp. For more information about the SuiteApp Marketplace, see SuiteApp Marketplace in NetSuite.

To install the Online Donations SuiteApp:

  1. Go to the SuiteApps tab.

  2. In the Search Apps field, enter Online Donations SuiteApp.

  3. Click the Online Donations SuiteApp tile.

    Online Donations SuiteApp Tile
  4. Go to the top right area of the Online Donations SuiteApp details page and click Install.

For more information about installing a SuiteApp from the SuiteApp Marketplace, see Installing from the SuiteApp Marketplace.

The Online Donations SuiteApp is a managed SuiteApp and is automatically updated whenever there are enhancements or new features added.

Related Topics

Setting Up Online Donations
Online Donation Types
Online Donations Workbook
Online Donations

General Notices