Autopay Netsuite

Autopay is an option in which invoices will be paid automatically on the autopay date field is set using your default credit card or bank account.

Autopay is an optional module of the PayStand bundle that you can purchase separately, if you are interested in using Paystand's Autopay capabilities, please reach out to your Customer Success Managers.

Autopay Flow


In order for Autopay to execute an Invoice, there are three requirements to trigger Autopay.


Requirements for Autopay to run


1. A payer needs to save a token for Autopay How to tokenize a payment method for Autopay

After a payer has tokenized their payment method for Autopay, you will see this reflected by having the Paystand Token field populated on the Customer Record in Netsuite.


2. On an Invoice record, set the Autopay Status field to: Eligible How to set up an invoice to autopay eligible?
3. On an Invoice record, set the Autopay date to when you would like the Invoice to be automatically paid after a customer has tokenized their payment method for Autopay.

If all three requirements are present, the Paystand bundle will automatically collect payments for Customers that have tokenized the payment method for Autopay, and Invoices that present an Autopay Status set to 'Eligible' and have an Autopay Date set.

Autopay Considerations

  • The Autopay script is set by default to run every 15 minutes but that can be modified based on Netsuite's available script deployment schedules
  • If an invoice has the Autopay Status set to Eligible and the Autopay Date populated, but there is no tokenized payment method in the Customer Record or the Invoice is already Paid in Full, Autopay will not run for that invoice and any of the other invoices for that Customer set up for Autopay or the Invoice is Paid in Full.
  • If the invoice(s) are associated with a closed accounting period, Autopay will not process them. Autopay requires that the invoice is modified to be marked as Eligible, but you cannot edit an invoice once it's in this state.

    In such cases, you will receive an error message stating: This transaction is currently in a closed period.

  • When Autopay runs on any Invoice, the field Autopay Status will be updated to 'In Progress' and finally to 'Success'. If the Autopay Status is set by the script to 'Error', that means there was a problem with the Payment Method Tokenization used. Please review the System Information tab in the invoice to view the Autopay Response for more information.
  • Paystand will send a notification to our Partner of the Invoices that failed, however, it is our Merchant's responsibility to reach out to their payer about a faulty Payment Method token. Paystand recommends having the payer re-tokenize a new payment method  How to tokenize a payment method for Autopay

Making Partial payments using Autopay

Discover the efficiency of autopay for managing partial payments. This article details the steps involved in processing partial payments via autopay.

To activate this feature, contact your designated Customer Success Manager (CSM). For any technical concerns related to this feature, please submit a request to our support team.

1. Access the chosen invoice and select Edit within the invoice record.

2. The autopay amount field is where you input the desired partial payment amount to be charged.

3. An autopay date is also required for the successful execution of autopay.

4. Another prerequisite for autopay functionality is marking the invoice as eligible within the autopay status.

5. Click this button.

6. Upon autopay execution, the invoice will automatically debit the amount entered in the autopay amount field and apply it to the respective invoice.

The autopay status will reflect as success.

Convenience Fees using Autopay

Autopay applies your default convenience fee plan to all payers. However, if you require varying convenience fees based on different payers, utilizing the advanced convenience fee feature allows for multiple fees to be charged across your Accounts Receivable (AR).

To activate this feature, contact your designated Customer Success Manager (CSM). For any technical concerns related to this feature, please submit a request to our support team.

Sync tokens across subsidiaries

Efficiency in managing payments across multiple subsidiaries is key for streamlined financial operations. The syncing of payment tokens streamlines this process, allowing a single payer to utilize one token across various subsidiaries. This guide details how syncing tokens enables a unified payment experience, simplifying transactions for both customers and subsidiaries.

1. Select the Sync Tokens button within the customer record.

2. This action retrieves the token registered in one subsidiary, enabling its use in a different subsidiary for making payments.

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