Enabling the Custom Transaction Feature for Invoicing

You must enable the Custom Transaction feature to use the upgraded invoicing features.

In the top navigation, hover on

Setup

>

Company

. Click

Enable Features

.

Click the

SuiteCloud

tab.

Scroll down to the SuiteGL section, and check the

Custom Transactions

box.

Configuring Invoicing

Setting Up an Invoicing for the `Pay by Link` Feature

Follow these steps to set up the Cybersource Pay by Link Invoicing feature:

In your Oracle NetSuite account, on the top navigation, hover over

Cybersource Integration

>

SuiteApp Configuration

. Click

SuiteApp Configuration

.

On the top navigation, hover over

Configuration

>

Invoicing

. Click

Create Invoicing Setup

.

Under Merchant Details, enter the required fields. Enter a name in the corresponding field for your invoicing configuration.

If you are working with a Business Center Test Account, check the

Test Mode

box.

For the

Merchant ID

field, enter the Business Center account merchant ID (MID).

For the

Secret Key

field, enter the Business Center account secret key (key ID). For steps on how to generate a shared secret key, see Creating a Shared Secret Key Pair.

For the

Key

field, enter the Business Center account merchant key (secret key). For steps on how to generate a shared secret key, see Creating a Shared Secret Key Pair.

Under Oracle NetSuite Invoice Default Values, check the

Set as Default MID

box to add the MID you entered earlier as the Pay by Link account on new invoices.

Check

Use Invoice Number as Pay by Link Invoice ID

box to automatically set the Oracle NetSuite generated invoice ID on the

Pay by Link Invoice ID

field (if left blank).

Select a Default Invoice Action that you want set on the invoice record. This selection has to be set at the same value on the

Pay by Link Create Invoice

field when you create a new invoice. These are the options:

ADDITIONAL INFORMATION

Create a draft invoice.

Create and send the invoice immediately. This creates the invoice and the customer receives the Pay by Link invoice.

Create an invoice without sending it. This creates an invoice and generates the Pay by Link invoice, but does not send it to the customer.

Select the

Default MID Config

field, which displays the current default invoicing setup.

ADDITIONAL INFORMATION

The default MID cannot be inactivated or deleted. Assign another invoicing setup as the default before inactivating or deleting the default invoicing setup. If an item has auto sourcing values, which are mandatory on an invoice line level, then these values must be set on the default items present on the invoicing configuration record.

Under Business Center Import Invoice Default Values, check the

Import EBC Invoices

box to import invoices created in Business Center into Oracle NetSuite.

Select the

On Demand Scheduler

to run the invoices script on demand.

Choose the

Default Customer

in case of any error while creating or updating existing customer in an invoice. Choose the same customer as the subsidiary.

Choose the

Subsidiary

you want recorded on the invoices.

Choose the

Location

you want recorded on the invoice.

Choose the

Item

that defaults on the invoice when an item is not matched.

Choose the

Shipping Item

that defaults on an invoice for shipping cost.

Choose the

Tax Item

that defaults on an invoice for tax amount.

Choose the

Discount Item

to add a default item on an invoice for discount amount.

Choose a

Tax Code

to use on an invoice. The default is Not Taxable.

Choose a

Deposit Account

to deposit paid invoices.

Check the

Default Header Only

box to set the default header as the only option for all the invoicing transactions.

Click

Save

.

Configuring Invoicing

Creating a New Invoice

You must enter all of the details in the Invoice page and then fill out the Cybersource tab to create an invoice in Oracle NetSuite and send it to Cybersource.

In your Oracle NetSuite account, hover over

Transactions

, hover over

Sales

, and then click

Create Invoices

. For detailed instructions on how to complete the Invoice page, see Creating an Invoice. Then, continue following the steps in this section to complete the Cybersource portion.

While still on the Invoice page, scroll down and click the

Cybersource

tab.

In the

Pay by Link MID Account

field, select the same MID account as the

Default MID Config

field contains from the Configuring an Invoicing Setup section. This field contains all the active set up records, so double check that you select the correct account.

In the

Pay by Link Create Invoice

field, select the same invoice action that you selected for the

Default Invoice Action

field in the Configuring an Invoicing Setup section.

(Optional) If you want to create an invoice using a specific number, enter that number in the

Pay by Link Invoice ID

field. If you leave it blank, Cybersource auto-generates the invoice number and saves it. The invoice ID allows only letters, numbers, and special characters:

_ -

.

If you want to allow partial payments for the invoice, enter the amount in the

Pay by Link Partial Allowed Amount

field. The partial amount entered should not be greater than the total invoice amount.

Enter the email to be used to send the

Pay by Link Invoice Link

field at the transaction level. If you leave this field blank, the system sources the email address from the Pay by Link Email field on the Customer record. If that field is also blank, the system sources the email address from the standard Email field on the Customer record.

Check the

Pay by Link Header Only

box if you do not want to send line-level data in the request to the Business Center. If you do want to send line level data, it cannot exceed the maximum limit of 30 lines, and you must leave the box clear.

Click

Save

. If you exceed the line-level data limit and did not check the Pay by Link Header Only box, a warning message appears when you try to save it. You must either reduce the number of lines or check the Pay by Link Header Only box to send the header only.

When you save the record, a new invoice is created in the Business Center with these details. The system saves the invoice number from the Business Center in the

Pay by Link Invoice ID

field and the status in the

Pay by Link Invoice Status

field.

If an issue occurs while you are creating the invoice, the error message appears in the

Pay by Link Error Message

field. After you resolve the error, save the record again to create the invoice. For more information about the reason codes, see Reason Codes for Oracle NetSuite.

Configuring Invoicing

Updating an Existing Invoice

Follow these steps to update an existing invoice from Oracle NetSuite to the Business Center:

On the top navigation, hover over

Transactions

>

Sales

>

Create Invoices

. Click

List

.

On the Invoices page, click

Edit

on the invoice that you want to update.

Make the appropriate changes in the invoice.

Scroll down and click the

Cybersource

tab.

In the

Pay by Link Invoice Action

field, select

Update

.

Click

Save

. The invoice is now updated in the Business Center in the

Pay by Link Invoice Status

field.

Configuring Invoicing

Sending an Invoice

Follow these steps to send or resend an invoice from Oracle NetSuite:

On the top navigation, hover over

Transactions

>

Sales

>

Create Invoices

Click

List

.

On the Invoices page, click

Edit

on the invoice that you want to update.

Scroll down and click the

Cybersource

tab.

In the

Pay by Link Invoice Action

field, choose the

SEND

.

Click

Save

. The invoice link is sent from the Business Center to the customer email.

Configuring Invoicing

Voiding an Invoice

Follow these steps to void an invoice in Oracle NetSuite and cancel it in the Business Center:

On the top navigation, go to

Setup

>

Accounting

>

Accounting Preferences

.

Clear the

Void Transactions Using Reversing Journals

box if checked.

Click

Save

.

On the top navigation, hover over

Transactions

>

Sales

>

Create Invoices

. Click

List

.

On the Invoices page, click

Edit

on the invoice that you want to update.

Scroll down and click the

Cybersource

tab.

In the

Pay by Link Invoice Action

field, select

Cancel

.

Click

Save

. The invoice is now voided from Oracle NetSuite and canceled in the Business Center.

Configuring Invoicing

Searching for an Invoice

You can search for invoices created and imported in Oracle NetSuite from these four lists:

Invoices Created and Send: Shows the list of invoices.

Paid Invoices: Shows the list of paid invoices.

Errored Invoices When Exporting: Shows the invoices errored out when an invoice had an error message.

Errored Invoices When Importing: Shows the invoices errored out when importing or updating an invoice had an error message.

To search for an invoice, on the top navigation, hover over

Cybersource Integration

>

Invoicing

. Select the list for the invoice you want to find.

Configuring Invoicing

Invoicing using the Webstore

Enabling the Payment Link Feature

You must enable the Payment Link feature in Oracle NetSuite to use invoicing with the webstore. Follow these steps to enable Payment Link:

On the top navigation, hover over

Setup

>

Company

. Click

Enable Features

.

Click the

Transactions

tab, and then scroll down to Payment Processing.

Check the

Payment Link

box.

Click

Save

.

Setting Up Invoicing for Suite Payment

Follow these steps to setup the invoicing for Suite Payment:

On the top navigation, go to

Commerce

, and click

Payment Link

.

Enter a name in the

Domain Prefix

field to be part of the domain.

Select the payment methods in the

Payment Methods

field that you want to make available.

Check the

Accept Partial Payments

box to allow customers to select the amount to be paid on an invoice.

Upload and select a company logo in the

Company Logo

field to display in the header of the Payment Link page.

Enter a name in the

Company Name

field to display in the header of the Payment Link page.

Enter additional company information in the

Company Info

field to display in the header of the Payment Link page.

Set the system email template in the

Payment Accepted

field that you want to send to customers when payment is confirmed.

Set the system email template in the

Payment Rejected

field that you want to send to customers when payment is rejected.

Click

Save

.

Creating an Invoice and Generating a Payment Link

To create an invoice and generate a payment link in Oracle NetSuite:

On the top navigation, hover over

Transactions

>

Sales

. Click

Create Invoices

. For detailed instructions on how to fill out the Invoice page, see Creating an Invoice. Then, continue following the steps in this section to generate a payment link.

Click

Save

.

While still on the Invoice page, click the

Billing

tab, and click

Payment

.

On the Payment tab, the payment link will be generated.

Click

Payment Link

, and complete all of the required fields.

Click

Submit

.

After the payment is successful, refresh the invoice in Oracle NetSuite.

Go to

Related Records

to view the customer payment reference.

Testing an Invoice Payment Using Webstore Invoice Payment through Credit and Debit Card

Follow these steps to test an invoice payment transaction from a credit or debit card:

On the top navigation, hover over

Transactions

>

Sales

. Click

Create Invoices

. For detailed instructions on how to fill out the Invoice page, see Creating an Invoice. Then, continue following the steps in this section to generate a payment link.

Click

Save

.

After you save the invoice, go to

Commerce

>

Website

. Click

Website List

.

Click

Preview

for the applicable website.

Log in to your website using your credentials.

Go to

Billing

, and click

Invoices

.

Select the specific invoice that you want to pay.

Click

Make payment

.

Select the payment method as credit or debit card.

Enter the card details, and the billing and shipping address.

Click

Submit

.

If the customer cancels the transaction, the payment record in Oracle NetSuite is voided and the customer can reprocess the same invoice. If the payment is not voided during retry, click

Payment record

, and then click the

Finalize your Payment

link to void the transaction. The message "Pending Payment Voided Successfully" appears. Go back to the invoice in

Billing

, and then

Invoices

to retry the payment.

Due to Oracle NetSuite limitations, multiple invoices cannot be processed simultaneously with

requires line-level data

checked on the Payment Methods.

Invoice payment through web store works only with the latest Suite Commerce and Suite Commerce Advance versions.

Configuring Invoicing

Configuring Invoicing

Enabling the Custom Transaction Feature for Invoicing

Setting Up an Invoicing for the Pay by Link Feature

ADDITIONAL INFORMATION

ADDITIONAL INFORMATION

Creating a New Invoice

Updating an Existing Invoice

Sending an Invoice

Voiding an Invoice

Searching for an Invoice

Invoicing using the Webstore

Enabling the Payment Link Feature

Setting Up Invoicing for Suite Payment

Creating an Invoice and Generating a Payment Link

Testing an Invoice Payment Using Webstore Invoice Payment through Credit and Debit Card

Setting Up an Invoicing for the `Pay by Link` Feature