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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.

NetSuite’s native Payment Link feature generates a unique URL for each invoice, often used as a clickable link. This same URL is used for the QR code that will be displayed on your invoices.

Prerequisites

Before you begin, you must complete the following:

Step 1: Enable Advanced PDF/HTML Templates

NetSuite's Advanced PDF/HTML Templates feature must be turned on before you can use custom invoice templates with QR codes. You may need a NetSuite Admin or Developer to do this if you don't have permission to access the templates.

  1. Navigate 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

First, you will need to switch your Invoice transaction form from "Basic" to "Advanced" printing:

  1. Navigate 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

Next, add the payment QR code to your 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.

Barcode Tag

<#if record.custbody_ns_payment_link_url?has_content>
    <barcode codetype="qrcode" showtext="false" height="100" width="100" value="${record.custbody_ns_payment_link_url}"/>
</#if>

Step 4: Test the QR Code

Test the link by generating an invoice PDF to ensure that the QR code leads to a secure, mobile-responsive checkout page:

  1. Navigate 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 and view the QR code.
  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.

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.
  • Try increasing the height and width parameters of the barcode in the template.

Updated about 14 hours ago