NetSuite Features and Demo

Overview

Our plugin is a NetSuite bundle that lets you use the Cardknox gateway to accept integrated payments with NetSuite. It also allows you to securely store payment methods for future transactions.

Cardknox currently does not support the following NetSuite integrations:

• SCA (NS eComm shopping cart)

• SCIS (NS Retail)

Prerequisites

1. Create an account with Cardknox (live or sandbox).

2. Obtain your token and transaction key.

3. Request a NetSuite license (create a sandbox account cardknox.com/sandbox).

4. Provide Cardknox with your NetSuite ID ([e-mail]). Cardknox will share the bundle with you.

Installation

Note: Only NetSuite administrators can install this bundle.

Find and install the “xPayment” (and xPayment beta) bundle in the “Search & Install Bundles“ section.

The following video demonstrates these steps:

FAQs

Q: How do I add credit card information and save it?

A: To store a customer’s credit card with their record:

1. Open the customer record and click the Transactions tab.

2. In the Payments section, click the plus sign ( + ) next to the PE Store Payment field.

3. On the PE Stored Payment pop-up, fill in the required fields.

4. Click the Save button on the pop-up to save and close the pop-up.

5. Select the PE Get Authorization checkbox.

6. Click the Save button at the bottom of the screen.

The following video demonstrates these steps:

Q: How do I perform a sales order (PreAuth/AuthOnly/Capture)?

A: To process a sales order:

1. Open the customer record and click the Transactions tab.

2. In the Items section, add as many items as necessary.

3. In the Payment section, type in the credit card information.

4. Select the PE Get Authorization checkbox.

5. Click the Save button. At the top of the screen, the system displays a message that confirms the transaction was saved. Below this is the message "Pending Approval."

6. Click the Approve button. The system displays the message "Pending Fulfillment."

7. Click the Fulfill button. The system displays the Item Fulfillment screen.

8. Under the text "To Be Generated," click the Save button. At the top of the screen, the system displays a message that confirms the transaction was saved.

9. Click the Bill button. The system displays the Cash Sale screen.

10. Under the text "To Be Generated," click the Save button.

The following video demonstrates these steps:

Q: How do I process a cash sale?

A: To process a cash transaction:

1. Open the customer record and click the Transactions tab.

2. In the Items section, add as many items as necessary.

3. In the Billing section, enter information in the following fields - Payment Method - Expires - Name on Card

4. Type the card number into the PE Credit Card Number field.

5. Click the Save button.

The following video demonstrates these steps:

Q: How do I process a cash refund?

A: Open the cash refund transaction that needs to be refunded. In the upper left of the screen, click the Refund button.

The following video demonstrates this step:

Q: How do I process a customer deposit?

A: To process a customer deposit:

1. Open the Customer Deposit screen.

2. In the Customer field, choose the customer.

3. Type in an amount in the Payment Amount field.

4. In the PE Stored Payment field, select the payment method.

5. Click the Save button. At the top of the screen, the system displays a message that confirms the transaction was saved.

The following video demonstrates these steps:

Q: How do I process a customer payment?

A: To process a customer payment for an invoice:

1. Open the invoice for which you will accept payment.

2. Click the Accept button. NetSuite opens the Payment screen.

3. Scroll down to the Payment Method section.

4. In the PE Payment Method field, select the payment method.

5. Click the Save button. At the top of the screen, the system displays a message that confirms the transaction was saved.

The following video demonstrates these steps:

2MB

Customer Payment.mp4