Payment Links

A Payment Link is a link to an external checkout page where your customer can complete a transaction. This payment process provides the customer a secure and convenient way to pay for a transaction without sharing their payment information. BlueSnap supports two types of Payment Links: the NetSuite Payment Link and the BlueSnap Payment Link.

The NetSuite Payment Link lets you process invoice payments with credit card or ACH payments. This is the default Payment Link that NetSuite provides, and it requires additional configuration in NetSuite only.

The BlueSnap Payment Link extends the NetSuite Payment Link to provide advanced options. A BlueSnap Payment Link lets you process payments on invoices and sales orders using any BlueSnap payment method. These features require additional configuration in both BlueSnap and NetSuite.

Our standard setup supports both types of Payment Links with the additional configuration described in the following sections.

NetSuite Payment Link

NetSuite Payment Links can process invoice payments with credit cards and ACH. To set up NetSuite Payment Links, you must enable them on your company preferences, and then configure how you want to present them to your customers.

Prerequisites

Before you begin, you must complete the BlueSnap Global Payments for NetSuite Setup.

Enable Payment Link

To enable Payment Link in your company preferences:

1. In NetSuite, go to Setup > Company > Enable Features.
2. Select the Transactions tab.
3. Scroll to the Payment Processing section and select the Payment Link checkbox.
4. Select Save.

Configure Payment Link

After you enable Payment Link, you can configure how it is presented to your customers:

1. In NetSuite, go to Commerce > Payment Link.
2. In the Payment Link Checkout URL section, enter your domain name in Domain Prefix.
3. In the Payment Link Checkout Page section, you can customize the payment link page. You must select or enter the following:
   • Payment Methods, select the payment methods that you want to accept for invoice payment.
   • Enter your organization's name in Company Name.
4. In Email Templates, select a value for Payment Accepted and Payment Rejected.
5. Select Save.

NetSuite provides options to create payment link invoice templates and customize the transaction form. For details, see the NetSuite documentation.

Generating a NetSuite Payment Link

After you enable and configure Payment Link, you must save an invoice to generate a Payment Link for your customer:

1. In NetSuite, go to Transactions > Sales > Create Invoices.
2. Locate the invoice and complete the required fields.
3. Select Save.

After you select Save, NetSuite generates the Payment Link and displays it on the Billing subtab. You can copy this link and send it to your customer for payment.

BlueSnap Payment Link

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Note

The BlueSnap Payment Link supports only single-step Auth Capture transactions, such as the NetSuite Cash Sale transaction.

A BlueSnap Payment Link can process an invoice or sales order with any BlueSnap payment method. The link sends your customer to a secure external BlueSnap Checkout page to pay for the transaction.

A BlueSnap Payment Link includes a unique JSON web token that is associated only with the invoice or sales order that you generated in NetSuite. Each link is valid for one year.

Prerequisites

Before you begin, you must complete the following:

• BlueSnap Global Payments for NetSuite Setup.
• Enable Additional Payment Methods. In NetSuite, you must enable external checkout on a payment profile. This lets you automatically record customer payments and deposits with payment methods other than credit card or ACH.

BlueSnap Setup

BlueSnap requires that you provide a post-checkout landing page for both successful and canceled transactions. Your customer is redirected to one of the post-checkout pages after they complete the transaction.
To satisfy these requirements, you must offer the following pages:

• Success page — Notifies your customer that their payment was successful. For example, this page might summarize the payment and shipping information.
• Cancel page — Confirms that the transaction was canceled and no payment was made.

After you create these pages, provide both URLs in the BlueSnap Merchant Portal:

1. Log into the Merchant Portal, and go to Checkout Page > Hosted Pages.
2. In Success URL, enter the URL that you want to redirect the shopper to after they provide payment.
3. In Cancel URL, enter the URL that you want to redirect the shopper to if they cancel payment.
4. Select Confirm Changes.

NetSuite Setup

In NetSuite, you must enable Payment Links on a payment profile that you configured for external checkout:

1. Log into NetSuite, and go to Setup > Accounting > Payment Processing Profiles.
2. Locate the payment profile in the list and select Edit.
3. Go to BlueSnap Connection section, and select the Automatically generate BlueSnap Payment Link checkbox.
4. Select Save.

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Managing Multiple Subsidiaries

You might have multiple subsidiaries, and each subsidiary might be associated with multiple payment profiles. If you configure multiple payment profiles for payment links, then BlueSnap uses the following rules to dynamically determine which payment profile to use when it generates the payment link:

• If you have a single payment profile associated with the transaction currency, BlueSnap uses that payment profile to process the transaction.
• If you have multiple payment profiles associated with the transaction currency, then BlueSnap selects the payment profile associated to a local subsidiary.
• If no payment profiles are associated with the transaction currency, then no payment link is generated.

Generating a BlueSnap Payment Link

After you configure BlueSnap and enable Payment Links in NetSuite, you can generate a Payment Link to collect payment on invoices and sales orders:

1. In the navigation bar, go to one of the following pages to create or find the record:
   • Invoices — Transactions > Sales > Create Invoices.
   • Sales orders — Transactions > Sales > Enter Sales Orders.
2. Locate the invoice or sales order, and complete the required fields.
3. Select Save.

After you select Save, BlueSnap generates the Payment Link, and NetSuite displays it on the Billing subtab. You can copy this link and send it to your customer for payment. After your customer provides payment or cancels the transaction, they are redirected to the appropriate post-checkout page that you set in the BlueSnap Merchant Portal.

After BlueSnap processes the payment, NetSuite records the payment according to its transaction type:

• Invoice — Recorded as a customer payment and applied to the invoice automatically. List or search customer payments in Transactions > Customers > Accept Customer Payments.
• Sales orders — Recorded as a customer deposit. List or search customer deposits in Transactions > Customers > Record Customer Deposit.

The invoice or sales order continues through the normal NetSuite transaction flow.