Welcome to Paystand's Essential Guide for NetSuite Integration!
You've made a great choice with Paystand for your payment processing needs! To help you get the most out of this powerful tool, we've compiled a comprehensive guide, complete with insightful articles and instructional videos. This resource is designed to enhance your experience with the NetSuite integration, ensuring you can leverage its full potential for your business operations.
Why Follow This Guide?
Understanding a new product can be challenging, and we want to make sure you get the most out of our integration. By reviewing these training materials, you'll:
- Gain insights into the core functionalities of the Paystand Backoffice Billing.
- Learn how to work the Netsuite SuiteApp integration and explore all the benefits.
- Explore the benefits and features of the Smart Lockbox module.
How to Use This Guide
Start from the Basics: Begin with Module 1 to build a solid foundation.
Progress Gradually: Move on to Module 2 and Module 3 for advanced insights.
Share the Knowledge: Encourage your team to review the modules for comprehensive understanding.
Refer Back Anytime: Use these resources as handy references for continued success.
Remember to tailor your exploration based on the modules included in your contract.
Getting Started Tips
- Assign a dedicated team member to each module.
- Schedule internal training sessions to discuss key takeaways.
- Encourage questions and collaboration among your team.
Core BackOffice Billing Module Overview
Explore the features and processes covered in the Core Backoffice Billing module to enhance your understanding of Paystand's capabilities:
| Feature | Resources |
Media Resources |
|
Autopay Learn how to set up and leverage Autopay for seamless recurring payments. |
Autopay Netsuite | |
|
Virtual Terminal using Invoices Discover how to efficiently use the Virtual Terminal using invoices. |
Paying an Invoice using the Virtual Terminal | Invoice- Payment using Virtual Terminal |
|
Virtual Terminal using Sales Order Understand the process of utilizing the Virtual Terminal in conjunction with Sales Orders. |
Paying a Sales Order using the Virtual Terminal | Sales Order- Payment using Virtual Terminal |
|
Fund on File: Explore the functionality of Fund on File for convenient and secure transactions. |
Saving new funds from Virtual Terminal | |
|
Multi-Invoice Statement: Learn how to generate comprehensive statements containing multiple invoices for your customers. |
Paying multiple invoices from the Virtual Terminal | Multi-invoice Statement Open Invoices _ Standard Functionality |
|
Refunds: Master the process of issuing refunds through Paystand's intuitive platform. |
Refund Best Practices for NetSuite | |
|
Disputes: Understand how to manage and navigate the dispute resolution process effectively. |
Best Practices for Disputes & Chargebacks Netsuite | |
|
Clearing Times: Get insights into the clearing times associated with various transactions. |
How do clearing times work? |
For detailed information on each topic, refer to the articles available in the corresponding sections. These resources are designed to provide in-depth guidance and ensure you make the most of Paystand's Core Backoffice Billing features. By familiarizing yourself with these key features and processes, you'll be well-equipped to harness the full potential of Paystand's capabilities.
Netsuite SuiteApp Integration Module Overview
Explore the process of billing within the Netsuite SuiteApp integration to enhance your proficiency with Paystand:
| Feature | Resources |
Media Resources |
|
Sending Payment Requests Learn the step-by-step process of initiating and managing payment requests seamlessly. |
Sending a payment request for an Invoice | Send a payment request |
|
Customer Deposit Process Understand the flow of handling customer deposits within the Netsuite SuiteApp environment. |
Handling Sales Order (SO) |
Invoice- Finding the payment record on an Invoice Sales Order _ Finding the Customer Deposit record |
|
Email Templates Configuration Unlock the potential of email templates to enhance communication and streamline your billing processes. |
Send Statements using Paystand Email |
Email templates customization Email Templates- Change logo |
|
Deposit Reconciliation & GL Impact Gain insights into the reconciliation of deposits and understand their impact on the General Ledger. |
Deposit Reconciliation and GL impact | |
|
Email Notifications Management Discover how to manage and customize email notifications to keep payers informed efficiently. |
Payer's email notification How to send an email receipt for a payment in Netsuite |
These articles are curated to empower you with in-depth knowledge and practical skills related to the billing module of the Netsuite SuiteApp integration. By familiarizing yourself with these key features and processes, you'll be well-equipped to harness the full potential of Paystand's capabilities.
Smart Lockbox Module
Delve into the functionalities of the Smart Lockbox module to optimize your experience with Paystand:
| Feature | Resources |
|
Access to Scanned Checks Learn how to efficiently access and manage scanned checks through the Smart Lockbox integration. |
Check Files Download |
|
Automated Invoice Matching Explore the automated process of matching invoices, saving time and ensuring accuracy in your financial transactions. |
Paystand's SMART Lockbox |
|
Manual Matching Techniques Master the art of manual matching within the Smart Lockbox module, providing you with greater control over your reconciliation processes. |
Unrecognized Checks for Sage Lockbox |
These dedicated articles provide comprehensive insights into the features and processes associated with the Smart Lockbox integration. By familiarizing yourself with these topics, you'll be better positioned to leverage the full potential of Paystand's Smart Lockbox capabilities.
This guide is designed to empower you and your team with the knowledge needed to optimize your Paystand integration.
Need Help? Our support team is here to assist you if you encounter any questions or challenges during your training. Simply create a request for our support team, and we'll ensure a smooth transition to mastering Paystand's Netsuite integration.
Thank you for choosing Paystand! We look forward to supporting your journey toward successful payment processing.