Payment Pages provide your customer with a user-friendly interface to make a secure payment. There are different payment interfaces available depending on whether your customer has one or many Invoices to pay.
Payment Page Types
There are 4 different Payment Pages available:
Sales Order Pay
Sales Order Pay allows your customer to make a one-time payment against a single Sales Order (for the total, partial, or minimum deposit due, depending on ZP Preferences). This is recorded in NetSuite as an unapplied Customer Deposit. Once billed, the Customer Deposit is applied to the Invoice. If autopay is enabled, customers may save their payment details for automatic payment of future Invoices.
This example shows Sales Order Pay with and without Display Deposit Due enabled.
On the Sales Order Pay page, customers will see the following billing and payment fields:
- Sales Order Number
- Deposit Due
- Displays the required deposit amount field from the Sales Order record if Display Deposit Due is enabled on the ZP Preferences record.
- Payment Amount
- A customer may enter a different amount than what’s listed on the Sales Order if partial payment is enabled on the ZP Preferences record.
- Customer Email
- This email will be used for payment confirmation.
- Card Number, Expiration, CVC and Billing Country/Zip Code
- Credit Card is the default payment method, however other payment methods are supported
- Save Payment Method for Automatic Payments to apply to iInvoices
- See Autopay to learn about configuration options.
Invoice Pay
Invoice Pay allows your customer to make a payment against a single Invoice. On this page, customers can make a one-time payment or, if autopay is enabled, save their payment details for automatic payments.
On the Invoice Pay page, customers will see the following billing and payment fields:
- Invoice Number
- Payment Due Date
- Payment Amount
- A customer may enter a different amount than what’s listed on the Invoice if partial payment is enabled on the ZP Preferences record.
- Customer Email
- This email will be used for payment confirmation.
- Card Number, Expiration, CVC and Billing Country/Zip Code
- Credit Card is the default payment method, however other payment methods are supported
- Save Payment Method for Automatic Payments
- See Autopay to learn about configuration options.
- Visit Payment Center
- This link brings your customer to the Statement Pay page where they can review other Invoices and payment history.
Statement Pay
Statement Pay displays your customer’s open Invoices. If your customer has multiple Invoices, is billed in multiple currencies, or transacts with multiple business entities, these can all be managed from Statement Pay. Your customer is able to make a payment against one or many Invoices with a single payment.
If enabled, customers can also apply open credit memos or existing unapplied payments to their payment. The customer may make a one-time payment, or save their payment details for automatic payment.
On the Statement Pay page, customers will see the following billing and payment fields:
- Open Invoices, available credits, and any Invoice amounts currently selected for payment.
- Payment Amount
- A customer may enter a different amount than what’s listed on their Invoice if partial payment is enabled on the ZP Preferences record.
- Customer Email
- This email will be used for payment confirmation.
- Card Number, Expiration, CVC and Billing Country/Zip Code
- Credit Card is the default payment method, however other payment methods are supported
- Save Payment Method for Automatic Payments
- See Autopay to learn about configuration options.
- For multi-subsidiary customers, business entities and currencies are listed at the top of the page.
- When toggling between entities, Invoice information will dynamically update for the customer.
- If the customer has Invoices in different currencies they can use the currency dropdown to switch between Invoice currencies and the Invoice information will dynamically update.
- Under the Invoices section, all unpaid/partially paid Invoices for the chosen entity will display. Customers may use the search bar to lookup an Invoice or scroll the list and click the checkboxes to make a payment for the Invoice(s)
- Under the Credits section, all credits issued to the customer will be listed. Customers may use the search bar to lookup a Credit or scroll the list and click the checkboxes to apply the Credit as part of their payment.
- To allow customers to apply credits, ensure this function is enabled on the ZP Preferences record.
- Customers may sort Invoices and Credits by date, Transaction Number, and they may select the total number of transactions to display on the page.
Internal Invoice Pay Method
Internal Invoice Pay is a payment method where an internal user is able to navigate to an Invoice, and manually input a customer’s credit card information to process a one-time payment. ACH is not available for Internal Invoice Pay.
The payment entry screen for the Internal Invoice Pay method is placed on the ‘Billing’ tab of Invoices.
A common use case for using this method is if a customer has provided card details and authorized the payment over the phone or in writing. Access to submitting payments with this method is determined by the roles that are selected in the Internal Invoice Pay Access: Roles field of the Preferences record.
Payment Pages FAQ
Q: Can my customer see specific invoice information from the statement pay page?
A. Yes, each Invoice listed under the Invoice section has a hyperlink to a pdf version of the Invoice. This will provide your customer with more line item details, which they can download and save if you’ve enabled Transaction PDF Printing.
Q: What is a multi-subsidiary customer?
A. A customer who transacts with different subsidiaries under your parent company.
Q: Can my customer choose from multiple currencies?
A. No, the currency is dictated by the currency listed on the Invoice. To pay in a different currency, the Invoice would need to be reissued in that currency. See Payment Profiles for more information about payout accounts and Account Mapping Profiles to ensure the proper payment reconciliation.
Q: Can I see Sales Orders under Statement Pay?
A. At this time Sales Orders are not accessible from Statement Pay. Prepayment of any Sales Order is initiated directly from a Sales Order Pay Page. However, once billed, payments made towards a Sales Order, will be applied to the invoice and the remaining amount due will be reflected on the billed Invoice through Invoice or Statement Pay Pages.
E.g. Customer prepays $300 for a $1000 Sales Order. A Customer Deposit of $300 is created and will be applied to the Invoice when billed. The amount due through Invoice or Statement Pay will display the remaining $700 due.
Q: Can I specify a minimum required deposit amount?
A. Yes, this option is available on ZP Preferences when native NetSuite settings are enabled. Minimum deposits are collected through Sales Order Pay. See Required Minimum Deposits for details.