SuiteSync adds a Customer Portal to NetSuite which customers can use to manage their account. You can include the Customer Portal link in PDFs, emails, or any other customer communication. This makes it easy for a customer to make a payment or manage their account at any time.
In some cases, you'll want customers to have the ability to send a payment without the payment being tied to a specific SalesOrder or Invoice. SuiteSync offers this functionality through a customer account link which enables the customer to send a payment to their NetSuite account. There's also an optional feature available to automatically apply the payment to any open invoices on the customer's account.
Here's a short video walkthrough:
SuiteSync adds a Customer Portal link to each customer record in NetSuite. Send this link to allow customers to allow them to update their email address, or credit or debit card information.
You can include this link in any email or invoice sent from NetSuite so the customer always has access to make a payment on their account or update their email or card on file.
Customizing the Customer Portal
There are some customization options that you can configure using query strings:
By adding these query strings to the URL shared with the customer, you can make modifications necessary for your specific business needs.
amount=10000Specify the amount the payment form should default to in cents.
memo=Custom+memoSpecify a default memo to be displayed to the customer.
billingAddress=trueRequire a billing address to process a payment
email=falseDon't use the NetSuite email address in the Stripe-required email address field
Customizing the Customer Payment Portal Example
Here is an example of how to make the Billing Address mandatory for any payment made through the Payment Portal.
- In NetSuite navigate to: Customization --> Lists, Records and Fields --> Transaction Body Fields
- Click on "Stripe Invoice Payment Link"
- Click on "Validaction and Defaulting"
?billingAddress=trueto the end of the link customer portal
- Make sure the "FORMULA" box is unchecked.
- Click Save
- Any time you send this link, the billing address will be required.