Solupay For Net Suite Payments Installation Guide
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Solupay for NetSuite SuitePayments
Setup Guide
I.
Installation Steps and Requirements
A. Client must be logged into Netsuite with an account that has Administration access
B. From the NetSuite Main Menu: Customization -> SuiteBundler -> Search & Install Bundles
C. Type “solupay” in the “KEYWORDS” field and Click the Search button
D. Click the bundle name “Solupay SuitePayment” bundle (bundle id: 124110) created on 25-May-16 or later.
E. Click the Install button to install the Solupay SuitePayment bundle.
F. Click the “Install Bundle” button to install the Solupay SuitePayment bundle.
G. Click the “Refresh” button to view the bundle installation status. A green check will appear in the status column once the installation
is complete.
II.
Setup Solupay SuitePayment Profile
A. Enable the Solupay SuitePayment payment processing implementation. Check the Solupay SuitePayment checkbox and click the
Save button.
From menu: Customization -> Plug-ins -> Manage Plug-ins
B. Add Solupay SuitePayment payment processing profile
From menu: Setup -> Accounting -> Payment Processing Profiles
C. Click the “Add Solupay SuitePayment Profile” button.
D. Enter a name for the payment profile. For example, “Solupay”. Complete all fields accordingly.
NOTE: Before you save the payment profile, scroll to the end of the screen and make sure that you check all the supported payment methods.
Hold down the “CTRL” key and click on each of the supported payment method.
III.
Netsuite Settings
A. Make sure the following settings are set as follow.
B. Company
From menu: Setup -> Company -> Enable Features
Click the “SuiteCloud” sub-tab
C. Accounting (NOTE: You must check the “Preserve Transactions When Payment Is On Hold” checkbox for EMV transactions)
From menu: Setup -> Accounting -> Accounting Preferences (THIS BOX SHOULD ONLY BE CHECKED IF THEY ARE ACCEPTING EMV ---- )
Click on the “Items/Transactions” sub-tab.
IV.
Standard Payment Method Support in NetSuite (Visa, Mastercard, American Express and Discover)
A. Make sure that Solupay Payment profile is added to existing payment methods (Visa, Mastercard, American Express, Discover, etc.).
You can also create new payment method if needed.
From menu: Setup -> Accounting -> Accounting Lists
B. Click the plus sign to expand the Filters and select “Payment Method”
C. Click on the American Express to edit the payment method. Note: Amex is only shown for this guide.
Click the Edit button to edit the payment method.
Select the Solupay SuitePayment in the “Supporting Merchant Accounts” and click the Save button.
To ensure the logo is displayed on the website, select Setup -> Accounting -> Account Lists. Then ensure Payment Method is in the
dropdown. A list of Payment Methods will be displayed. For example to add American Express, select Edit and then select Payme nt
Visuals. For flags type in web/standard and then add the URL for the image of choice. Type in the url to the corresponding payment type
as outlined below.
American Express
Examples for other Payment Methods is as follows:
Discover Example below:
Visa Example below:
Mastercard Example below:
V.
Solupay Demo Credentials – Payment Processing Profile
A. Users can process test transactions after installing the Solupay SuitePayment bundle but they need to make sure that all of the fields
are populated.
Solupay for NetSuite SuitePayments
Installation and User Guide – EMV Terminal Setup
(Use previous steps plus the following to add EMV)
EMV Device Setup
I.
Payment Method
A. Client must be logged into NetSuite with an account that has Administration access and have the payment processing profile se tup
B. From the main menu: Setup -> Accounting -> Accounting Lists -> New
Make sure that the EMV Checkbox is selected and that the supported merchant account and countries are selected.
II.
SCIS Payment Method
A. From the main menu: Customization-> Lists, Records, & Fields -> Record Types -> SCIS Payment Method
B. New SCIS Payment Method
Select the previously created Payment method that references the EMV transactions and make sure to tie this to the locations and
roles that this payment method will apply to.
III.
SCIS Payment Devices
A. From the main menu: Customization-> Lists, Records, & Fields -> Record Types -> SCIS Payment Devices
B. Click New SCIS Payment Device
i. This is going to need to be done for each device that is used in conjunction with SCIS
Each device should be labeled in a way that your SCIS clerks can identify each device easily. For example, credit card #1, or front of
the store, etc. Also make sure to identify while locations the SCIS payment device can be attributed to.
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Each terminal that is setup has the ability to have a customer facing interface for swiping and dipping cards as well as a checkout
clerk facing interface for manually key entering cards for bad card reads or phone payments.
Each SCIS Device also has the ability to enable or disable the credit card receipt from printing out. This receipt is separate from
the - NetSuite receipt and is just the payment that is accepted through the payment device.
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