ZonePayments provides your customer with a hassle-free payment experience for easy collection of payments between your third-party payment provider (i.e. Stripe) and NetSuite.
Collection Steps
Payment collection may be initiated in just a few steps. First, ensure that all initial connection steps have been completed before following collection steps.
To enable payment collection move through the listed guides in the following order:
- Generate Payment Links
- Choose a payment interface
- Customize templates and forms
- Setup additional payment collection preferences
Collection FAQ
Q: Is it possible to collect payments over the phone instead of sending the customer a link for payment?
A. Absolutely. ZonePayments has a plugin on the Transaction record in NetSuite that allows you to process credit card payments manually. This is a popular choice for call centers.
Q: There are invoices that existed in our system before installing ZonePayments, can I generate Payments Links for those transactions?
A. Yep. When you set up Payment Links for the very first time, you have the option to apply Payment Links to existing open Transaction and Customer records (recommended). If not retroactively applied, Payment Links generate automatically anytime a new record is created or an existing record is modified.
Q: What is the difference between Payment Links and a Payment Page?
A. Payment Links are links that may be shared externally with your customer to collect payment. The Payment Link will direct your customer to a Payment Page (i.e. the payment interface) where they can review their bill(s) and enter payment details, which are then processed through your third-party payment provider (i.e. Stripe).