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Introduction

Welcome to the User Guide for SuitePayments with MerchantE. These step-by-step instructions provide the necessary information to activate and use this feature in NetSuite. To make the most of SuitePayments, it is recommended that you also consider adding the companion SuiteApp bundles:

• Automated Reconciliation for SuitePayments - reconcile authorized and settled credit card transactions

• Tokenization with Account Updater Service - prevent declines with automatic weekly inquiries to card brands, for updates associated with expired or replaced cards 

• Tokenization for SuitePayments - import card data securely in bulk from external systems such as legacy billing and ecommerce platforms

• Card Swipe for SuitePayments - accept card-present payments or deposits, if applicable to your business, for reduced interchange rates

There are no fees associated with Automated Reconciliation. Card Swipe for SuitePayments requires purchase of a card reader. There are no ongoing fees for using Card Swipe and using card present acceptance may reduce your interchange rate, depending on your fee structure. This User Guide includes instructions to configure SuitePayments. If you are interested in learning more about the MerchantE add-on capabilities, contact your sales representative or NetSuite@MerchantE.com.

Please note that each NetSuite installation can vary from others depending on the screen configuration. If your screen does not appear exactly as the screens pictured here, don’t be concerned. The names of tabs and selections should be consistent. If you have any questions, do not hesitate to contact your Sales representative directly.

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Set Up Credit Card Processing with NetSuite

Confirm that Credit Card Processing is Enabled

Download the MerchantE SuitePayments API Plug-In

Set Up MerchantE Payment Processing Profile

Additional Features within the Payment Processing Profile

Activate Fraud Control

Surcharging

Guidelines for Surcharges:

• Applies only to credit cards and the same rate must be applied to all credit card brands.

• The surcharge amount must not be greater than your merchant discount rate or processing rate and never greater than 3%.

• The card holder must be notified of the surcharge prior to payment processing. Examples of compliant notifications are provided below.

We impose a surcharge on credit cards that is not greater than our cost of acceptance.

We impose a surcharge of __ % on the total transaction amount on credit card transactions.

We do not surcharge debit cards, prepaid cards, or ACH transactions.

• The customer must always have the option to accept the surcharge or choose an alternative payment method.

• The surcharge and payment must be made in a single transaction.

Configuring Surcharges

Surcharge Transactions

Running a Transaction

Sales Order

Payment Card

Submitting a Payment

Refund

Recurring Payments for SuitePayments

Setting up Recurring Payments

Setting Up Recurring Payments

Customer Boarding