1. Order Management
  2. Payment Processing
  3. Customer Payments
  4. Allowing Customers to Pay Online

Allowing Customers to Pay Online

To allow customers to pay online, an administrator must first set up the appropriate features and preferences.

To allow customers to pay online:

  1. Go to Setup > Company > Enable Features.

  2. Click the Transactions subtab.

  3. Check the Credit Card Payments box.

  4. Click the Web Presence subtab.

  5. Check the Customer Access box.

  6. Click Save.

  7. Go to Setup > Accounting > Accounting Preferences.

  8. Click the Items/Transactions subtab.

  9. Check the Customers Can Pay Online box.

  10. Click Save.

Next, you can set your personal preferences to remind you when customers have made online payments.

To set up reminders:

  1. Go to Home > Personlize Dashboard.

  2. Click Reminders.

  3. In the Reminders portlet, click Setup.

  4. Select the Credit Cards to Approve box.

  5. Click Save.

Next, you need to create a customer record for the customer. Your customer cannot log in to make online payments unless you set up a customer record.

To create a customer record:

  1. Go to Customers > Lists > Customers > New.

  2. Fill in the appropriate information on the Customer record.

  3. Specify an email address for the customer contact who will log in to NetSuite.

  4. On the System Information subtab, check the Give Access box.

  5. Select a role for this customer.

  6. Assign a password for this customer's access.

  7. When you have finished entering information, click Save.

Finally, inform your customer to go to www.netsuite.com and log in with this information:

Now this customer can make payments by credit card online.

Related Topics:

General Notices