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This guide applies to NetSuite for AR Automation. For our full NetSuite solution, check out BlueSnap Global Payments for NetSuite.

This step-by-step guide covers how to connect your NetSuite account to AR Automation's robust invoicing platform, as well as how to add payment processing to your integration by connecting your NetSuite account to BlueSnap. You'll have access to the following features in your NetSuite account:

• Send Payment Link, Payment Method Link, and Pay Balance Link directly to your customers.
• Charge an open invoice in your customer's saved payment method.
• View your customer's default saved payment method.

By default, we import Level 2 data from your NetSuite account and include it during processing. No setup is required for passing Level 2 data. Level 3 data is not currently supported.

Connecting NetSuite and AR Automation

Follow the steps in this section to connect your NetSuite and AR Automation accounts.

Step 1: Enable Token-Based Authentication

1. Go to Setup > Company > Setup Tasks > Enable Features.
2. Open the Suite Cloud tab.
3. Scroll down to the SuiteScript section, and select the following options:
   • Client
   • SuiteScript.Server
   • SuiteScript.
4. On the SuiteCloud Terms of Service page, click I Agree.
5. Scroll down to the Manage Authentication section, and select the Token-based Authentication option.
6. On the SuiteCloud Terms of Service page, click I Agree.
7. Click Save.

Step 2: Create a Token Role

1. Search for page:role and click New Role.

2. Navigate to Subsidiary Restrictions and add the following permissions:

   • Accessible Subsidiaries: All
   • Allow cross-subsidiary record viewing

3. Navigate to Permissions and add the following permissions:

   Permission	Value
   Setup permissions
   Log in using Access Tokens	Full
   SOAP Web Services	Full
   Deleted Records	Full
   CRM Lists	View
   Accounting Lists	View
   Lists permissions
   Accounts	Full
   Contact Roles	Full
   Contacts	Full
   Currency	View
   Customers	Full
   Documents and Files	Full
   Financial History	View
   Items	Full
   Locations	View
   Notes Tab	Full
   Record Custom Field	Full
   Subsidiaries	View
   Tax Items	Full
   Transactions permissions
   Calculate Time	View
   Credit Memo	View
   Customer Payment	Full
   Deposit	View
   Find Transaction	Full
   Invoice	Full
   Timer	View

4. Click Save.

Step 3: Add Token Management Permissions

1. Go to Lists > Employees > Employees.
2. Click Edit next to the name of the employee you want to assign the token-based authentication role.
3. Click the Access tab.
4. In the Role field, select the token-based authentication role for this employee.
5. Click Add.
6. Click Save.

Step 4: Create an Integration Record

1. Go to Setup > Integration > Integration Management > Manage Integrations > New.
2. Enter a Name for your application.
3. (Optional) Enter a Description.
4. The application State is Enabled by default.
5. Enter a Note.
6. On the Authentication tab, select the Token-based Authentication option.
7. Click Save.
8. On the confirmation page, get the Consumer Key and Consumer Secret values. You need these for Step 7.

Step 5: Create Access Tokens

1. Search for page: tokens and click New Access Token.
2. Select the application and role you created above and click Save.
3. Get the Token IDand Token Secret values. You need these for Step 7.

Step 6: Get Account ID

1. Go to Setup > Integration > Web Services Preferences.
2. Get the Account ID. You need this for Step 7.

Step 7: Connect NetSuite to your AR Automation Account

1. Log in to AR Automation.
2. Go to Account > Accounting.
3. Click Connect to NetSuite.
4. Enter the following information that you collected in the prior steps:
   • NetSuite Account ID
   • Consumer Key
   • Consumer Secret
   • Token ID
   • Token Secret
5. (Optional) If your NetSuite Account Domain is not system.na1.netsuite.com, enter your NetSuite Account Domain (for example: system.na2.netsuite.com).
6. Click Connect.

Install BlueSnap Plugin for Automated Invoice PDF Sync

In order to be able to automatically import invoice PDF from NetSuite (instead of setting up manual workflows in NetSuite), follow the steps in this section to install the BlueSnap PDF bundle and complete setup in AR.

Step 1: Onboarding on AR side

Please contact support team or your implementation specialist asking to onboard your account for automatic Invoice PDF synchronization, providing your NetSuite Account ID. We then quickly onboard your account and you can proceed with the next steps.

Step 2: Install the BlueSnap PDF Bundle.

1. In your NetSuite account, go to Customization > Suitebundler > Search and Install Bundles.
2. In the search bar, enter BlueSnap and click Search.
3. Select the BlueSnapTransactionPDF bundle with ID 474036 and click Install.

Step 3: Get Transaction PDF Restlet URL.

1. In your NetSuite account, go to Customization > Scripting > Script Deployments.
2. Choose the following filters:
   • Type: RESTlet
   • Script: BlueSnap Transaction PDF Restlet
3. In the list open the deployment by clicking on the View button.
4. Copy path from the URL field.
   It should be similar to this: /app/site/hosting/restlet.nl?script=615&deploy=1

Step 4: Setup PDF Restlet URL in AR.

1. Log in to AR Automation Top Level account.
2. Go to Settings > Preferences > Invoices tab.
3. Find preference setting Transaction PDF RESTlet URL.
4. Paste the saved URL from NetSuite to this setting field value.
5. Be sure the Use Accounting System PDF option is enabled.
6. Save changes.

Connecting NetSuite and BlueSnap

Follow the steps in this section to add payment processing to your NetSuite integration.

Requirements

Make sure you've completed the following before proceeding.

• Connect your AR Automation and NetSuite accounts
• Connect your AR Automation and BlueSnap accounts
• Contact Merchant Support to get your AR Automation API Key.

Step 1: Install the BlueSnap bundle

1. In your NetSuite account, go to Customization > Suitebundler > Search and Install Bundles.
2. In the search bar, enter BlueSnap and click Search.
3. Select the BlueSnap bundle with ID 353784 and click Install.

Step 2: Enter your AR Automation API Key in NetSuite

1. In your NetSuite account, go to Setup > Company > Company Information.
2. In the Armatic API Key field, enter your AR Automation API Key.
3. Click Save.

Your NetSuite and BlueSnap accounts have been successfully connected and you can begin taking advantage of all the added features and functionality.

QR Code Payment Links

Adding a QR code to a NetSuite invoice accelerates transactions by allowing customers to scan the code and instantly pay from their mobile devices. This results in a faster and more mobile-friendly customer experience than logging into a portal, as well as better reconciliation accuracy by automatically tying payments to the correct Invoice ID.

Client-Side Payment Link

The QR code uses a client-side payment link as that works as soon as the invoice is created in NetSuite, with no sync delay. This link is generated with three pieces of information:

• Subdomain: Found in your BlueSnap AR Automation URL, the part before .armatic.com (such as yourcompany).
• Publishable Key: Found in your BlueSnap AR Automation account under the Account/Payments settings (for example, pk_abc123def456).
• Invoice Number: Will be automatically inserted by NetSuite using ${record.tranid}.

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Note: Multi-Entity Accounts

Each entity has its own subdomain and publishable key. If you have multiple entities, you'll need separate invoice templates for each, or contact your BlueSnap AR Automation representative for guidance.

Step 1: Enable Advanced PDF/HTML Templates

You may need a NetSuite Admin or Developer to do this if you don't have permission to access the templates.

1. Go to Setup > Company > Enable Features.
2. Click the SuiteCloud tab at the top of the page.
3. In the SuiteBuilder section, check Advanced PDF/HTML Templates.
4. Click Save.

Step 2: Set Invoices to Use Advanced Templates

1. Go to Customization > Forms > Transaction Forms
2. Find your Invoice form in the list and click Edit (or Customize if it's a standard form, which creates an editable copy).
3. In the Printing Type radio button, select Advanced. Two new dropdowns will appear:
   1. Print Template: Select your Advanced PDF/HTML invoice template.
   2. Email Template: Select the template for emailed invoices (can be the same as the print template).
4. Click Save.

Step 3: Add QR Code to Invoice Template

1. Go to Customization > Forms > Advanced PDF/HTML Templates and click the Invoice template to open it.
2. Click the Edit button.
3. Switch to the source code view and insert the "barcode" tag below within the email body (above </body>), which is what displays the URL as a scannable QR code. We recommend staying in source code mode for all edits.
   1. If your template already contains a QR code or payment link block (look for <barcode> or paymentlink), replace that entire section with the code below instead of adding a second one.
4. Click Save.

Sample Barcode Tag

This code includes styling and a clickable link in addition to the QR code. Before pasting, replace SUBDOMAIN and PUBLISHABLE_KEY in the QR code and button with your specific values.

<!-- BlueSnap AR Automation - QR Code Payment Block -->
<table style="border-collapse:collapse; border:1px solid #E2E8F0;
   background-color:#FFFFFF;" cellpadding="0" cellspacing="0" align="right">
   <tr>
      <td align="center" style="padding:10px 18px 6px 18px;">
         <span style="font-size:9px; font-weight:bold; color:#555555;
            letter-spacing:1px;">MAKE A PAYMENT</span>
      </td>
   </tr>
   <tr>
      <td align="center" style="padding:4px 18px 8px 18px;">
         <barcode codetype="qrcode" height="100" width="100"
            value="https://SUBDOMAIN.armatic.com/pay?
            pkey=PUBLISHABLE_KEY&amp;invoice=${record.tranid}"></barcode>
      </td>
   </tr>
   <tr>
      <td style="padding:0 16px;">
         <table style="width:100%; border-collapse:collapse;">
            <tr>
               <td style="border-top:1px solid #E2E8F0;"></td>
            </tr>
         </table>
      </td>
   </tr>
   <tr>
      <td align="center" style="padding:8px 18px 10px 18px;">
         <table style="border-collapse:collapse;" align="center">
            <tr>
               <td align="center" style="background-color:#3182ce;
                  padding:4px 14px;">
                  <a href="https://SUBDOMAIN.armatic.com/pay?
                     pkey=PUBLISHABLE_KEY&amp;invoice=${record.tranid}"
                     style="font-size:8px; font-weight:bold; color:#FFFFFF;
                     text-decoration:none;">Click to Pay Online</a>
               </td>
            </tr>
         </table>
      </td>
   </tr>
</table>

Step 4: Test the QR Code

1. Go to Transactions > Sales > Create Invoice (or open an existing invoice) and make sure the Custom Form field at the top of the invoice is set to the Invoice form you configured.
2. Click Print to generate the PDF. You should see a payment card with "MAKE A PAYMENT" above a QR code and a blue "Click to Pay Online" button below it.
3. Open your phone's Camera app and point it at the QR code to open the link to the BlueSnap payment page. It should load with the correct invoice number and amount.

Troubleshooting

Keep the following guidelines in mind while editing your template:

• Any unescaped & characters must be changed to & in URLs.
• Check for mismatched quotes in the value="..." attribute.
• Ensure that no closing tags were accidentally deleted.
• If in doubt, re-copy the original template code and only change the value attribute of the <barcode> tag.

If the QR code does not appear on the printed invoice or doesn't scan:

• Ensure the Custom Form field on the invoice is set to the form you configured in Step 2.
• Verify the form's Printing Type is set to "Advanced."
• Re-open the template and confirm your changes are reflected in source code mode.
• Make sure that the SUBDOMAIN and PUBLISHABLE_KEY placeholders were replaced with values.
• Try increasing the height and width parameters of the barcode in the template.

If you experience an error on the payment page, verify that:

• Your subdomain is correct according to your BlueSnap AR Automation URL.
• Your publishable key is correct and hasn't been rotated.
• The invoice has been synced to BlueSnap AR Automation (which happens automatically, typically within 2 hours of invoice creation).
• The invoice still has an open balance (as payment links automatically expire for fully paid invoices).