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Introduction
Link to Pay is an easy way to add ACH and card payment acceptance to any NetSuite invoice you send to your customers. It embeds a Link into your existing invoices or quotes to seamlessly direct cardholders to our Hosted Payment Page (HPP) on the secure MerchantE server. Once on our secure payment page, the cardholder enters their payment details and is provided a receipt after the payment is submitted and confirmed. The invoice record in NetSuite is immediately marked “paid.” The service is simple to deploy and easy to maintain.
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Site Customization - Customize your new payments page through the HPP Admin Dashboard.
MerchantE for SuitePayments - Ensure you have the most recent version of MerchantE for SuitePayments (Payment Gateway API).
NetSuite Setup - Follow the enclosed step-by-step instructions to enable your NetSuite email template to incorporate the Link to Pay.
PDF download:
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| name | MerchantE_Link_to_Pay_v4.6_120722.pdf |
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Admin Dashboard
The Admin Dashboard is the admin section of the HPP, shown below. It enables you to customize the payment page and view transaction history and handle minor exception processing such as unlocking accounts. Using the credentials emailed to you as part of setting up Link to Pay, you can access the merchant dashboard by visiting here: hostedpayments.merchante.com.
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Link to Pay Site Customization
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| Hosted Payment Page Customization |
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| Hosted Payment Page Customization |
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| name | HPP Customization |
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MerchantE Reporting Portal
The Merchant Reporting Portal is provided to every merchant of Link to Pay. The website address and login credentials are identical to regular Link to Pay and are provided upon completion of the merchant application process.
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In addition, the administrative section allows for customization of settings to reject transaction due to a mismatch between the billing address provided and the address on file with the card issuer, and/or CVV mismatch.
MerchantE for SuitePayments
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| MerchantE for NetSuite SuitePayments |
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| MerchantE for NetSuite SuitePayments |
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Link to Pay NetSuite Setup
Link to Pay Configuration
Link to Pay utilizes its own configuration within NetSuite to ensure a payment link is generated for your Invoices and Quotes.
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| Setting Up a Payment Method in NetSuite |
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| Setting Up a Payment Method in NetSuite |
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Email Templates
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| Link to Pay |
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| Link to Pay |
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Enable Advanced PDF/HTML Templates
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| Link to Pay |
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| Link to Pay |
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| name | Advanced Templates Intro |
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| nopanel | true |
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Adding a Link to Pay Link
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| Link to Pay |
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| Link to Pay |
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| name | Adding a Link to Pay Link |
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| nopanel | true |
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| name | Adding a Link to Pay QR Code |
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| nopanel | true |
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Invoices
Creating an Invoice or Quote
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| Invoices |
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| name | Creating an Invoice or Quote |
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| nopanel | true |
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Creating a Customer Deposit
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| Invoices |
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| name | Creating a Customer Deposit |
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| nopanel | true |
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Invoice Groups
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| Invoices |
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| name | Invoice Groups Intro |
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| nopanel | true |
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Enable Invoice Groups for the Account
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| Invoices |
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| name | Enabling Invoice Groups |
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| nopanel | true |
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Enable Invoice Groups for the Customer
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| name | Enable Invoice Groups for the Customer |
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Removing an Invoice from and Invoice Group
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| name | Removing an Invoice from an Invoice Group |
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| nopanel | true |
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Deleting an Invoice Group
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| name | Deleting an Invoice Group |
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Submit Invoice Group to MerchantE
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| Invoices |
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| name | Submit Invoice Groups to MerchantE |
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| nopanel | true |
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Payment Page
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| Hosted Payments Page Payment Screen |
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| Hosted Payments Page Payment Screen |
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| name | Intro |
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| nopanel | true |
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Guest Checkout
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| name | Guest Checkout |
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Creating an Account
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| Hosted Payments Page Payment Screen |
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| Hosted Payments Page Payment Screen |
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| name | Creating an Account |
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| nopanel | true |
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Account Holder Adding an ACH Account
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| Hosted Payments Page Payment Screen |
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| Hosted Payments Page Payment Screen |
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| name | Adding an ACH Account |
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| nopanel | true |
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Account Holder Checkout
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| Hosted Payments Page Payment Screen |
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| Hosted Payments Page Payment Screen |
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| name | Account Holder Checkout |
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Customer Dashboard
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| Customer Dashboard |
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| name | Customer Dashboard Intro |
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| nopanel | true |
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Stored Payments
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| name | Stored Payments Intro |
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| nopanel | true |
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Existing Stored Payments
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| name | Existing Stored Payments |
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| nopanel | true |
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Add New Stored Payments
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| name | Add New Stored Payment |
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| nopanel | true |
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Profile
Change Password
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| name | Change Password |
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Update Security Questions
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| name | Update Security Questions |
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