Overview
If your business uses NetSuite Invoice Groups, Paystand lets your customers pay one or more groups (and mix in individual open invoices when they start from the customer) in a single online checkout. Your team can also take group payments in the Virtual Terminal when that fits your process. NetSuite continues to own how invoices are grouped and how balances are tracked; Paystand connects that to the payment tools you already use.
Example
You group five open invoices for a customer in NetSuite. You send a Paystand payment email from the invoice group. Your customer clicks Pay Now, sees the group as one amount, pays once, and NetSuite updates the group balance. If your team takes payment by phone, they can use Pay with Paystand on the same group instead.
Requirements
Paystand NetSuite bundle
Invoice Groups rely on the Paystand NetSuite bundle (the Paystand SuiteApp in your NetSuite account). Install and stay current on the latest bundle your Paystand team recommends—that is the version that includes the newest Invoice Groups capabilities Paystand has released (checkout, Virtual Terminal, email links, optional PDFs, Autopay on invoice groups, and any later improvements). Bundle 2.34.13 or later is the level that includes this full set for Invoice Groups; keep the SuiteApp updated as Paystand releases newer versions.
Note
If you are not sure whether your bundle is current, or a feature you expect is missing, contact Paystand Support or your Paystand solutions contact. We will confirm your version and next steps—no need to compare version numbers yourself.
In NetSuite
1. Turn on Invoice Groups: Setup → Company → Enable Features → Transactions → Billing → Invoice Group
2. Customer: Open the Customer record → Financial subtab → check Group Invoices.
3. Invoice: While creating an invoice, check For Invoice Grouping — you cannot change this after the invoice is saved.
4. Build groups: Transactions → Sales → Group Invoices — choose the customer or All, select the lines you want, then Submit.
Important
Invoices marked For Invoice Grouping that are never added to a group do not appear in Paystand checkout or the Virtual Terminal. Only invoices that are actually in a group show there. Finish grouping in NetSuite, or ask your NetSuite administrator about the right setup.
Paystand email and Virtual Terminal on the invoice group
Paystand adds two main actions on the Invoice Group record when your Paystand setup and NetSuite workflows are active:
| Button | What it is for |
|---|---|
| Paystand Email | Sends your customer a Pay Now link that opens checkout for the invoice group so they pay the whole group at once—not each child invoice separately inside the group. |
| Pay with Paystand | Opens the Virtual Terminal for that invoice group so your staff can run one card or bank payment for the entire group. The button is labeled Pay with Paystand (older materials sometimes said Accept Payment). |
Note
If you do not see these buttons, your Paystand workflows in NetSuite may need to be turned on or updated. Contact Paystand Support or your Paystand solutions contact before assuming checkout is broken.
Sending a Pay Now link from an Invoice Group (email)
Putting Paystand Email on the Invoice Group record and sending a working link is usually done with a NetSuite workflow and an email template your Paystand or solutions team configures for you. Your template should include your normal branding and merge fields, and a checkout URL in the same pattern you use for other Paystand NetSuite links (for example your publishable key, company path, checkout v4 or v5, and customer identifier).
For group checkout, the link must also tell Paystand to open invoice group mode and pass the group id, for example:
&module=ns_invoicegroup&invoiceGroupId=${invoicegroup.ID}
Here ${invoicegroup.ID} is NetSuite’s merge field for the Invoice Group record’s internal ID when the email is generated.
Example only (not a real link):
https://checkout.paystand.co/your-company/v4/?publishableKey=YOUR_KEY&viewLogo=hide&module=ns_invoicegroup&invoiceGroupId=12845&extCustomerId=YOUR_CUSTOMER_GUID
Checkout URL parameters (reference)
Note
Some Paystand screens may use the parameter name extInvoiceGroupId for the same idea. Email templates often use invoiceGroupId with ${invoicegroup.ID} as above. If a link opens the wrong screen or shows an error, send Paystand Support the exact URL (with secrets redacted) so we can help.
Pay with Paystand on the Invoice Group (Virtual Terminal)
For Pay with Paystand to appear on the Invoice Group record, the customer on that group should have a valid email on the Customer record (Email field).
You may also have a Paystand setting for how the group reference appears (for example Invoice Group Number vs PO Number) on some Paystand screens and PDF names. Check Paystand Settings in NetSuite for the exact label, or ask Paystand Support.
Checkout version
Invoice Groups work with Paystand Checkout version 4 and version 5.
How the feature works
When Invoice Groups are a good fit
- Several invoices that should be paid together from your customer’s point of view
- Group-level posting and reconciliation in NetSuite
- Heavy use of Virtual Terminal or Autopay for accounts receivable
End-to-end (NetSuite → Paystand)
- NetSuite Invoice Groups are enabled, and Group Invoices is on for the customer.
- Invoices that should be in a group are created with For Invoice Grouping and added to an invoice group.
- Balances and status sync to Paystand; your customers see groups as lines in checkout, and your team sees them in the Virtual Terminal when your Paystand setup supports it.
- From the customer record’s open-invoice style flow, your customer can pay one or more groups, individual open invoices, or a mix in one checkout session.
- Partial payments on a group are applied in order across the invoices in the group (the first invoice is paid down first, then the next), consistent with NetSuite’s rules for that payment.
What your customers can do in checkout
- Select one or more invoice groups and/or individual invoices (when the flow allows)
- Enter an amount, including partial payments on a group when your Paystand and NetSuite setup allows it
- Complete one checkout transaction for everything they selected
Checkout behavior (where you start in NetSuite)
- Paystand Email from an Invoice Group → customer opens Pay Now → checkout shows that group (grouped view).
Checkout v4 — grouped invoice view
Checkout v5 — grouped invoice view
- Paystand Email from a Customer → Pay Now → checkout open invoice list shows both individual invoices and invoice groups.
Checkout v4 — open invoice view
Checkout v5 — open invoice view
Virtual Terminal behavior
- Pay with Paystand from an Invoice Group → Virtual Terminal for that group, one payment for the whole group.
- Pay with Paystand from a Customer → Virtual Terminal lists individual invoices and invoice groups.
Receipts and credits
- Receipts for a group payment often show the group as one consolidated line (child invoices may not each appear as separate lines on the receipt).
- Credits: If your Paystand checkout is set up to use customer credits (for example credit memos your NetSuite rules allow), your customer can apply them toward the total they owe for the group in that session. Credits belong to the customer in NetSuite; Paystand works with NetSuite so those credits reduce the payable amount and NetSuite records how they apply across the invoices inside the group. If credits are turned off for your site, customers pay the full amount by card or bank for that session.
Supported options
| Area | Summary |
|---|---|
| Online checkout | Pay groups and, from the customer, mix groups and single invoices in one session (Checkout v4 and v5). |
| Virtual Terminal | Take a group payment from the invoice group record, or work from the customer to see both types of lines. |
| Autopay | If you use Paystand Autopay, it supports invoice groups as well as individual open invoices. |
| Partial payments | If you use partial payments with Paystand on regular invoices, partial payments on invoice groups work too; NetSuite applies the amount in order across the invoices in the group (first invoice until paid, then the next). |
| PDF with email | Paystand Email from an invoice group attaches the grouped invoice PDF—the PDF reflects the group, not each child invoice on its own. |
| Group label in Paystand | In Paystand Settings in NetSuite, Invoice Group Display sets the label payers see for the group line (Invoice Group Number, PO Number, or the default). Whatever you select there is what payers see in checkout and related Paystand surfaces. |
Invoice Group Display (Paystand Settings)
Use Paystand Settings in NetSuite to open the Invoice Group Display dropdown (Invoice Group Number, PO Number, or Default).
Paystand Settings — Invoice Group Display
Limitations
- Grouping happens in NetSuite, not in Paystand. Your team turns Invoice Groups on, decides which customers use Group Invoices, marks invoices For Invoice Grouping, and builds each invoice group in NetSuite. Paystand reads what NetSuite sends and does not create or edit groups for you.
- Checkout and Virtual Terminal show the group as one line. Your customer (or your staff in VT) does not see the individual invoices inside the group listed out separately—only one line for the invoice group. Payment choice is at the group level only: they pay the group balance for that line, not pick amounts per child invoice on the screen.
- Where payers see invoice groups: Your customers see invoice groups as one combined line when they pay through Paystand Checkout (for example after Pay Now from an email) or when your team collects payment in the Virtual Terminal for that group. In the Network Portal and the Paystand Dashboard, those same invoices do not appear as a group line—they still show as individual invoices, even when they are part of an invoice group in NetSuite.
- Product screens change over time. If you need invoice groups in a specific Paystand page or workflow (reports, payer portal, another product area), check with Paystand Support so we can confirm what is supported today for your account.
FAQ
Q: Why doesn’t an invoice show in Paystand anymore?
A: If it was marked For Invoice Grouping but never added to a group, Paystand hides it from checkout and the Virtual Terminal on purpose. Fix the group in NetSuite or ask your NetSuite administrator.
Q: Which button do we use for a group payment in the office?
A: On the invoice group record, use Pay with Paystand for the Virtual Terminal.
Q: Do credits “split” across invoices the same way as partial card payments?
A: Your customer applies credits to the group total they are paying. NetSuite still stores balances at the invoice level; how each line is reduced follows NetSuite and your Paystand integration. If something looks wrong on the receipt or in NetSuite, open a ticket with Paystand and include the payment reference.
Invoice Groups allow customers to pay multiple invoices in a single transaction. This guide explains how Paystand merchants can configure and use Invoice Groups in NetSuite so payers can view and pay grouped invoices in Checkout and the Virtual Terminal.