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.

 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.

PDF download:

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

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

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)

Set up a new payment method in NetSuite

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