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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1. Site Customization - Customize your new payments page through the HPP Admin Dashboard.

2. MerchantE for SuitePayments - Ensure you have the most recent version of MerchantE for SuitePayments (Payment Gateway API).

3. NetSuite Setup - Follow the enclosed step-by-step instructions to enable your NetSuite email template to incorporate the Link to Pay.

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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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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

Link to Pay is integrated with versions 1.3.0 and higher of the MerchantE Payment Gateway API bundle.  No action is needed if this bundle is installed on your NetSuite account.

 If this bundle is not installed on your account:

Navigate: NetSuite → Customization → SuiteBundler → Search & Install Bundles

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When the list comes up, search for MerchantE Payment Gateway API and click in the name of the bundle.  The Bundle Details page will load, shown below:

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Click on the Install button to load the most recent version of MerchantE Payment Gateway API to your account.

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. 

Setup a new user ID in Business Platform (BP)

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Setup a new user

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Enter a User ID: 

1. Use the Merchant ID (MID) with “IL” at the end to create the ID, for example 123456789IL.

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Enter a User Name:

1. Use the DBA name listed in the Contact Nm field under 1. Merchant Information, ie. ACME.

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Enter an Email Address:

1. Choose a User Email address listed in 1. Merchant Information.

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Click Submit.

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Follow the steps required to create a password for that user and note the information to be used during the configuration setup process.

ID in Business Platform (BP) Setup a new user ID in Business Platform (BP) nopanel true

Set up a new payment method in NetSuite

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Navigate: NetSuite → Setup → Accounting → Accounting Lists

1. In the Filters section under Type use the dropdown to select Payment Method then select New.

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2. On the Payment Method screen name the payment method something that the merchant will recognize, for example “Link to Pay”. 

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   1. Under Type, use the dropdown to set the type to External Checkout. 

   2. Under Associate Payment Processing Profiles, use the dropdown to highlight the associated processing profile for Link to Pay.

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   3. Click Save.

Once the Payment Method and the new user ID have been created you are ready to set up the configuration of the Link to Pay. To do this, type in “MerchantE Link to Pay Config” in the search box.

On the Global Search: Results you will see MerchantE Link to Pay Config. Click Edit.

 On the MerchantE Link to Pay Config List screen click New MerchantE Link to Pay Config.

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On the MerchantE Link to Pay Config, screen enter details in all required fields.  

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1. Name - Enter a name for the configuration. For example, Link to Pay. 

2. Subsidiary - Select the subsidiary of the merchant.

3. Merchant Tax ID - Enter the appropriate Tax ID. This is for L2/L3 data. 

4. NS Profile ID - Add internal ID associated to the NS payment profile. 

5. Merchant Profile ID - Enter the MerchantE Profile ID from the Business Portal.

6. Is Default - Enable to make all invoices under this subsidiary have the same Link to Pay link.

7. Test Mode - Enabled the endpoints used will be test endpoints.

8. Payment Method - Choose the Link to Pay payment method you just set up.

9. Allow Custom Payment Amount - Enable if you want to give your customers the flexibility to choose payment amount on future invoices.

10. Do Not Auto-Apply Statement Payment - Enable to prevent payments from being automatically applied.

11.   MerchantE General Token Payment Method - Select a payment method.

12. ME Payment Card Token Payment Method - Select a payment method.

13. Click Save.

Email Templates

MerchantE Link to Pay utilizes the Advanced PDF/HTML Templates feature in NetSuite. This feature supports more customization capabilities than other template options you might know, such as Transaction Form Layouts (also known as Basic Layouts and Legacy Layouts.)

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Setting Up a Payment Method in NetSuite Setting Up a Payment Method in NetSuite nopanel true

Email Templates

Enable Advanced PDF/HTML Templates

Adding a Link to Pay Link

Adding a Link to Pay QR Code

Invoices

Creating an Invoice or Quote

Creating a Customer Deposit

Invoice Groups

Enable Invoice Groups for the Account

Enable Invoice Groups for the Customer

Removing an Invoice from and Invoice Group

Deleting an Invoice Group

Submit Invoice Group to MerchantE

Payment Page

Guest Checkout

Creating an Account

Account Holder Adding an ACH Account

Account Holder Checkout

Customer Dashboard

Stored Payments

Existing Stored Payments

Add New Stored Payments

Profile

Change Password

Update Security Questions