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Customer deposits allow you to request an initial payment on a purchase prior to fulfillment to ensure your costs are covered before delivering goods to a customer.

• Ensure your customer is setup properly.  Make sure the customer does not have a card on file set as the default payment method. If card on file is set as the default payment method, that card will automatically be charged rather than allowing your customer to initiate the payment as intended.

• Create a quote with the customer conversion logic set to Sales Order - Customer Deposit.

• Select the Link to Pay configuration.

• Confirm that the email is set up to be sent.

Once the customer deposit is processed, a sales order is created automatically and ready to be fulfilled.  Once fulfilled the customer deposit will be applied to the invoice associated with this order.  If there is a remaining balance, that amount may be collected by sending the invoice with Link to Pay to the customer.

You can use Invoice Groups in NetSuite with your MerchantE implementation. This provides you with additional flexibility to meet customer expectations for how and when they will receive invoices by combining multiple invoices into a single group. With grouped invoices, you can:

• Pay a specific group of invoices with a single payment using credit card, cash, or automated clearing house.

• Pay grouped invoices on a predefined schedule.

• Make full or partial payments of grouped invoices.

• Process refunds, credits, voids, chargebacks, and reconciliations using the normal workflow.

• View detailed line-item information for the grouped invoice.

To do this, you will need to enable and configure Invoice Groups in NetSuite and submit the invoice group to MerchantE. This guide provides step-by-step instructions for using Invoice Groups.

For more information, see NetSuite Invoice Groups Overview.

Invoice Groups must be enabled for in your NetSuite account globally and for individual customers in order to create Invoice Groups and add invoices to the group.

Navigate: NetSuite → Setup → Company → Enable Features → Transactions → Invoice Group

1. From the NetSuite start page, open Enable Features in the Company submenu of the Setup dropdown menu.

2. Open the Transactions tab.

3. Enable Invoice Group and click Save. Group Invoices is now available for your customer accounts in NetSuite.

   

Navigate: NetSuite → Lists → Relationships → Customers → Financial → Group Invoices

1. From the Lists dropdown menu, select Customers within the Relationships submenu.

2. Select the customer by clicking the Edit link.

3. In the Financial tab, check the Group Invoices box and click Save. The customer is now available to have their invoices added to Invoice Groups.

   

To further customize Invoice Groups, see:

• Using Billing Operations to Generate and Group Invoices

• Customizing the Invoice Group Form

• Setting a Subsidiary for an Invoice Group

• Using SuiteFlow to Create an Invoice Groups Workflow

Navigate: NetSuite → Transactions → Sales → Create Invoices → For Invoice Grouping

1. Select Create Invoices from the Sales submenu of the Transactions dropdown menu.

2. When creating an invoice, enabling For Invoice Group will add the invoice to the list of invoices available for grouping.

   

Navigate: NetSuite → Transactions → Sales → Group Invoices → Select Invoices → Submit

1. Select Group Invoices from the Sales submenu of the Transactions dropdown menu.

2. Select the invoices to be grouped and click Submit. The Process Status screen appears. The invoice group has been created when the Submission Status column is marked Complete.

   

3. Click the Complete link. The Processed Records screen appears. Invoice Group names are generated automatically or configured manually. For more information, see Numbering Invoice Groups.

   

4. Click the Invoice Group link in the Result Record column to view the invoice group record.

Navigate: NetSuite → Transactions → Sales → Group Invoices → List → Invoice Group

1. Display the Invoice Groups list by clicking List in the Group Invoices submenu.

2. Select the Invoice Group by clicking the View or Edit link.

3. Click Remove From Group.

   

4. From the Remove Invoices From Group screen, check the box for the invoices to be removed.

5. Click Remove From Group.

Navigate: NetSuite → Transactions → Sales → Group Invoices → List

1. Display the Invoice Groups list by clicking List in the Group Invoices submenu.

2. Select the Invoice Group by clicking the View or Edit link.

3. From the Actions dropdown menu, click Delete.

Navigate: NetSuite → Transactions → Sales → Group Invoices → Select Invoices → Submit

Allow 15 minutes for processing or click Manually Send to MerchantE Link to Pay.