Setting Up an Invoicing for the Pay by Link 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

.