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.