NetSuite Link to Pay User Guide

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.

 This User Guide gives you the information you need to get started quickly. To get started, you need to:

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.

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.

Link to Pay Site Customization

The HPP Customization tab is the area where you can apply your brand to the look of the Hosted Payment Page that your customer sees. You can select a theme color, upload a logo, and add links to your company’s Terms of Service and Policy.

Background Color

The background color dictates the color of the background on the checkout related screens. You can select a theme color by picking a color box or you can enter the hex code. The color box allows you to modify the color and the opacity of the background.

Company Logo

You can upload your logo by clicking on the Upload Logo Files button. Your image must be PNG, JPG, or GIF format. The file size cannot exceed 256KB. The image size is limited to 200 by 65 pixels.

Footer

The footer will appear at the bottom of your payment page. It will display your company name and all rights reserved. Additionally, you can upload your Terms of Service Policy and your Privacy Policy to your payment page. When one or both links are provided, we add the links to the footer.

 Theme Color

The theme color controls, links, transaction amount, buttons, and user icon of the payment page and the customer dashboard. You can select a theme color by picking a color box or you can enter the hex code.

 Settings and Configurations

The Setting and Configuration tab changes are not required. Link to Pay is preconfigured to ensure your Invoice/Quote payment page can accept customer payments. Link to Pay will generate the necessary payment links.

Transaction History

NetSuite provides you with robust reporting and reconciliation of invoiced transactions.  Hosted Payments also includes a Transaction History tab on the merchant dashboard where you have the ability to search for transaction(s), resend receipts, and reset customer’s accounts. When you click on the tab, the page will display a list of your most recent transactions.

Each transaction is listed with:

• Customer Name

• Email Address

• Transaction ID

• Payment Method

• Transaction Date

• Result

• Transaction Amount

• Action (actions that can be taken for a transaction)

You can sort any of these columns except for the email address. It is important to note here that sorting on Payment Method sorts based on the entire card or account number. but we only display the last 4 digits for security purposes. When performing a searching on this value, the Admin will enter the last 4 digits of the card or account number. When you click on the More link, a dropdown menu will appear displaying a range of actions you can select for that transaction:

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.

The Merchant Reporting Portal adds the following functionality to Link to Pay:

• View Unsettled Transactions - Merchants can view real-time transactions which have been processed since the last batch close.

• View Rejected Transactions - Similar to Unsettled Transactions, a merchant can view rejected or declined transactions, including a description of why the transaction failed.

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

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

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:

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)

1. Under 19. Users Pointed At This Merchant Number click on Create a new user for this Merchant Number.

   1. Enter a User ID: 

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

   2. Enter a User Name:

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

   3. Enter an Email Address:

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

   4. Select MES Merchant User w/HPP from the User Type dropdown menu.

2. Click Submit.

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

Set up a new payment method in NetSuite

Navigate: NetSuite → Setup → Accounting → Accounting Lists

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

   

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

   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.

      

   3. Click Save. You can view the new method by applying the Payment Method filter in the Accounting Lists screen.

Once the Payment Method and the new user ID have been created you are ready to set up 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.

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

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).

 When the Advanced PDF/HTML Templates feature is enabled, you can associate advanced templates with custom transaction forms, using these templates to format printed and email versions of transactions. For more information on this topic, see Setting Custom Forms to Use Advanced Templates and Advanced PDF/HTML Templates. However, everything you need to set up your Link to Pay is described below.

Enable Advanced PDF/HTML Templates

Adding a Link to Pay Link

Navigate: NetSuite → Customization → Forms → Advanced PDF/HTML Templates

1. From the Forms submenu of the Customization menu, select Advanced PDF/HTML Templates. The Advanced PDF/HTML Templates list appears.

   

2. Select Edit to make changes to an Advanced PDF/HTML Template.

   

3. From the Form Editor screen, add the example code snippet to insert Link to Pay into the template.

   <#if record.custbody_mes_invl_end_customer_link?has_content>
             <a href="${record.custbody_mes_invl_end_customer_link}" target="_BLANK">Click Here to Pay Now</a>
   </#if>

   In this example, the link will look like this:    Click Here to Pay Now

4. Click the Preview button to view a sample your template.

5. Click Save.

Adding a Link to Pay QR Code

Navigate: NetSuite → Customization → Forms → Advanced PDF/HTML Templates

1. From the Forms submenu of the Customization menu, select Advanced PDF/HTML Templates.

   

2. Select Edit to make changes to an Advanced PDF/HTML Template.

   

3. From the Form Editor screen:

   1. To add the QR code to statement links, after <a href=”${meURL}&amp;meGo-t”>Pay Link Text</a> and inside the <#if meURL?has_content> statement add the following code snippet.

      <barcode codetype="qrcode" showtext="false" height="150" width="150" value="${meURL}&amp;meGo=T" />

   2. To add the QR code to Link to Pay transaction links, after <a href=”${record.custbody_mes_invl_end_customer_link}”>Pay Link Text</a> add the following code snippet.

      <barcode codetype="qrcode" showtext="false" height="150" width="150" value="${record.custbody_mes_invl_end_customer_link}" />

4. Click the Preview button to view a sample your template.

   

5. Click Save.

Invoices

Creating an Invoice or Quote

Creating a Customer Deposit

Invoice Groups

Create Invoice Groups

Using Invoice Groups with MerchantE

Payment Page

Guest Checkout

Creating an Account

Account Holder Adding an ACH Account

Account Holder Checkout

Customer Dashboard

Stored Payments

Profile