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Payment Link

Support (Nova Module)
  • Updated

This article covers the following topics:

    Primary Configuration

    Add a payment link to NetSuite sales orders or invoices that are sent to your customers so they can pay using any payment method supported by Stripe.

    Enable Payment Link

    Enable the feature by selecting the checkbox for Enable Payment Link on Sales Order & Invoice.


    Enable_Payment_Link.png

    Save Customer Payment Method in Stripe

    If there is a requirement to save customer payment method to their Stripe customer at the time of payment, select the checkbox for Save Payment Method in Stripe. Additionally you can checkbox Default if you want to automatically mark the newly saved payment method as the default.

    Save_Payment_Method_in_Stripe_as_Default.png

    Pay Other Amount

    When using Sales Order Prepayment or Invoice Partial Payment Percentages, a customer can also Pay Other Amount. The minimum amount is the percentage set for the transaction and a customer can choose to pay any amount between the minimum and 100%.

    Enable_Pay_Other_Amount.png

    Pay_Other_Amount_on_Payment_Link_Page.png

    ACH Micro-Deposit Verification

    Enable the feature by selecting the checkbox for Enable Micro-Deposit Verification.

    Payment_Link_-_Enable_Micro-Deposit_Verification.png

    When Micro-Deposit Verification is enabled, you will see a notice above the Pay button and under Stripe's pop-up Agree button.

    Stripe_ACH_Micro-deposit_Verification.png

    Add Custom Text to Payment Link Page

    Add custom text using text area field Add Text to Payment Link Page.Add_Text_to_Payment_Link_Page.png

    Payment Intent Cancellation

    There are instances where an invoice that is open may have multiple Stripe Payment Intents. In order to close out Stripe Payment Intents when an invoice status changes to paid, you will need to add a Saved Search ID.

    Saved Search Template Name: novamodule PayPack Payment Intent Cancellation

    Payment_Intent_Cancellation_Saved_Search_ID.png

    After saving your Payment Intent Cancellation Saved Search ID, you will need to deploy the script nm PayPack for Payment Intent Cancel.

    nm_PayPack_for_Payment_Intent_Cancel.png

    Payment Intent Process

    If you are using payment methods that require authorization and a delayed capture process (i.e. ACH Direct Debit), a script deployment for nm PayPack for Payment Intent Process is required.

    Payment_Intent_Process.png

    This script will run every so often to check if the Stripe Payment Intent has been updated from processing to succeeded.

    Invoice_Payment_Intent_Status.png

    Sales Order Prepayment

    PayPack supports prepayment percentage using a global configuration value, a custom field on the Sales Order, or by a couple configuration override field IDs on the sales order and customer records.

    Note: Prepayment percentage only applies on the first payment of a sales order. The subsequent amount due will be the remaining amount of the sales order.

    The override record is prioritized from top to bottom.

    1. Sales Order Field ID (Override Percentage) - Find this at PayPack's Configuration → Payment Link → Sales Order Prepayment.
      • If this field id is populated in the configuration, any sales order that has a blank field value will automatically set prepayment percentage to 100%.
        Sales_Order_Prepayment_Override.png
      • Create the custom field record as type: Free-Form Text.
        Custom_Field_for_Sales_Order_Prepayment_Percentage.png

    2. Prepayment Percentage on Sales Order Record - Find this on the Sales Order → novamodule tab → PayPack subtab.
      • If this field is empty in the sales order, the prepayment percentage will default to the lesser priority.
        Custom_PayPack_Field.png

    3. Customer Field ID (Override Percentage) - Find this at PayPack's Configuration → Payment Link → Sales Order Prepayment.
      • If this field id is populated in the configuration, any sales order that has a blank field value will automatically set prepayment percentage to 100%.
        Sales_Order_Prepayment_Customer_Override.png

    4. Prepayment Percentage on Customer Record - Find this on the Customer → novamodule tab → PayPack subtab.
      • If this field is empty in the sales order, the prepayment percentage will default to the global configuration value.
        Custom_PayPack_Field_on_Customer_Record.png

    5. Prepayment Percentage (%) - Find this at PayPack's Configuration → Payment Link → Sales Order Prepayment. This is the global configuration value.
      Sales_Order_Prepayment_Global_Configuration.png

    Invoice Partial Payment

    PayPack supports partial payment percentage using a global configuration value, a custom field on the Invoice, or with a configuration override custom field ID on the invoice records.

    The override record is prioritized from top to bottom.

    1. Invoice Field ID (Override Percentage) - Find this at PayPack's Configuration → Payment Link → Invoice Partial Payment.
      • If this field id is populated in the configuration, any invoice that has a blank field value will automatically set partial percentage to 100%.
    2. Partial Percentage - Find this on the Invoice → novamodule tab → PayPack subtab.
      • If this field is empty in the invoice, the partial percentage will default to the global configuration value.
    3. Partial Percentage (%) - Find this at PayPack's Configuration → Payment Link → Invoice Partial Payment. This is the global configuration value.

    Invoice_Partial_Payment.png

    Next Steps

    Add a surcharge for miscellaneous line items

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