Pay Invoices Custom Element Configuration

The Pay Invoices custom element allows users to view a list of open invoices, print each invoice and process a payment against 1 or multiple invoices in the list.  Payment processing is supported by an easy to enable integration with your existing Stripe account.  OR if you have payment processing profiles enabled in your NetSuite environment you can allow users to pay using existing payment instruments in your NetSuite environment.

The Stripe integration requires you to create and manage your own stripe account at www.stripe.com.  Similarly, the NetSuite payment processing is a feature you must sign up for and enable to be able to use.  VERSITAL does not store or see any credit card data that is entered or processed.  All credit card transactions and data is processed solely through a 3rd party application; either Stripe or NetSuite.
You as the customer are responsible for any charges related to processing payments through either platform and VERSITAL or Maven Cloud Technologies does not have any agreement or contract with either party with regards to payment processing or payment processing rates.

1. Start by adding the Pay Invoices custom element into your portal builder
   
   
   
2. Once added to the portal builder give your element a title (optional) and also enter a Saved Search ID.  This saved search ID will define what columns and transactions are displayed in the list of Invoices to be paid.
   NOTE - This search will automatically be filtered by the entity ID so whatever User is logged in at the time will only see the Invoices related to the entity they are related to.  However, it is recommended that you add a filter to the saved search to only display OPEN invoices and remove invoices with the Status of Paid in Full or Voided.
   
   
   
3. If you would like to add a convenience fee for using this online payment portal you can define a percentage to be added to the total payment, as well as the internal ID of an item record in your NetSuite account.  It is recommended that this item be a non-inventory or other charge item for Sale and it must be an active item record.  When the payment is processed a new invoice will be created for the same customer, using this item and the calculated convenience fee, then will be marked paid when the payment processing is completed.
   
   
   
4. Provide the internal ID of an advanced PDF template for your Invoice records.  This will define what fields and formatting is displayed when the User prints each invoice.
   NOTE - be sure to use the INTERNAL ID of the PDF template, NOT the template ID.
   
   
   
5. Next choose what type of payment processing you would like to use.  Remember to use Stripe, you must already have a stripe account enabled.  You can easily sign up for a free stripe account at www.stripe.com.  (While the Stripe account is free to create, there are per transaction charges to process payments and use their integration services.  These rates are solely controlled and maintained by Stripe.)
   
   
   
6. If you are using NetSuite Payment Instruments simply select the NetSuite payment instruments radio button, then VERSITAL will display a list of active Payment Instruments attached to the Customer record in your Netsuite environment.  The user can then select from this list of payment instruments in the User Site and a customer payment transaction will be created using this payment method.
   
   
   
7. If you are using the Stripe Integration then you will need to setup and define an authorization token for you Stripe account.  To do so first login to Stripe and go to the Developers tab
   
   
   
8. Then click on API Keys
   
   
   
9. Then click "Create Secret Key"
   
   
   
10. Once the key is created copy the Secret Key.  (Do not use the Publishable Key, only the Secret Key)
    
    
    
11. Next in your NetSuite environment that is connected with VERSITAL navigate to Setup > Company > API Secrets
    
    
    
12. Click Create New
    
    
    
13. Give your new secret a name and ID
    
    
    
14. Paste the Secret Key from Stripe into the Password and Confirm Password fields
    
    
    
15. Click on the Restrictions tab then mark the Allow for All Scripts and Allow for All Domains checkboxes then click Save
    
    
    
16. Once saved you may need to clear the search box to see all API Secrets. Then copy the internal ID of the API secret you just created
    
    
    
17. Paste this value into the configuration for the Pay Invoices custom element
    
    
    
18. Lastly, enter the internal ID for the Payment Method that should be used on the payment record that is created.  (You can find your payment methods at Setup > Accounting > Accounting Lists.  Then set the filter to Payment Methods)
    
    
    
19. Once you have completed all the necessary steps you can save the portal builder and the next time a user logs in they will have the ability to pay invoices through your VERSITAL user site.
    

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