Setting Up Customer Credit Card Processing
Setting up credit card processing enables you to securely process credit card charges in real time directly from your NetSuite account. You can use any number of credit card gateways in your NetSuite account.
If you use NetSuite OneWorld, you can associate any number of credit card gateways with each subsidiary.
Prerequisites
Before you can set up a gateway processor in NetSuite, you need to establish an Internet-enabled merchant account that is integrated with the credit card gateway you select. Merchant accounts and credit card gateways are interrelated. NetSuite integrates with several gateways, some of which offer both merchant accounts and gateway processing. For a current list of gateways, see Payment Gateways. Some merchant accounts only use specific gateways. Depending on your location, business needs, and selling market, you can either:
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Select a gateway and then a merchant account that is compatible with the gateway.
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Select a merchant account and use its partnered gateway. The gateway must integrate with NetSuite.
Whatever method you choose, you must decide which gateway and merchant account you want to use before you can add credit card gateways on the Payment Processing Profiles page.
You must also create a payment method in NetSuite for each type of credit card you accept. The name of the payment method must be a name that the gateway can identify as a card type used for payment. Do not create a generic payment method called Credit Card. For instructions and a list of card names, see Creating a Payment Method. Later when you add your credit card gateways, you will associate the payment methods with each gateway you set up.
To set up credit card processing in NetSuite:
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Enable the credit card feature by going to Setup > Company > Enable Features.
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On the Transactions subtab in the Payment Processing section, check the Credit Card Payments box.
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Establish a merchant account with a payment gateway. See Establishing a Merchant Account.
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Set up an account with a credit card gateway. See Setting Up a Merchant Account with a Payment Gateway.
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Add the credit card gateway in NetSuite. See Setting Up Payment Processing Profiles in NetSuite.
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Set NetSuite payment processing preferences relating to credit cards, at Setup > Accounting > Accounting Preferences, on the Items/Transactions subtab. See Items/Transactions Accounting Preferences, Payment Processing.
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If you have a web store, follow the instructions for assigning a credit card processing profile to your web store in Set Up Credit Card Payments Online.
Related Topics:
- Payment Card Number Security and Compliance
- Using CyberSource Decision Manager for Fraud Management
- Setting Up Customer Credit Card Soft Descriptors
- Accepting Credit Card Payments
- Maintaining Recurring Credit Card Payments
- Managing Payment Holds
- Viewing Customer Credit Card Transactions
- Transitioning to a New Gateway and Disabling the Old Gateway
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Credit Card Processing Gateway FAQ
- Customer Credit Card Processing