Introduction: Why Flexible Payment Flows Matter in NetSuite

Modern businesses demand payment flexibility across the sales cycle—from quotes and sales orders to invoices and call center-generated orders. Whether you’re a DTC brand, B2B wholesaler, or a hybrid model with in-store and online sales, the ability to capture payments at any stage is essential for speed, customer experience, and cash flow.

SensePass transforms NetSuite into a flexible payment hub, enabling:

• Real-time payments on Sales Orders

• Collection on Invoices

• Capture via Pay-by-Link (for quotes, call centers, or remote deals)

• POS-style payments through NFC or QR, without needing a dedicated terminal

Let’s break down how to customize and extend these flows inside NetSuite.

 Accept Payments at Any Stage in NetSuite

1. Sales Orders (SO)

• Ideal for: Retail and ecommerce transactions requiring pre-payment.

• Flow:

  • Create SO → Click “Pay Now”

  • Choose payment method (card, Klarna, crypto, etc.)

  • Payment captured → Deposit auto-created in NetSuite

2. Invoices

• Ideal for: B2B workflows or post-paid purchases.

• Flow:

  • Invoice issued → Customer receives payment link or QR code

  • Payment is processed → Applied to invoice in real-time

3. Quotes / Estimates

• Ideal for: Call centers, custom deals, or proposal-based sales.

• Flow:

  • Quote shared → Payment link generated and sent via SMS/email

  • Once paid, it triggers SO + Deposit creation

4. Call Center or Remote Orders

• Flow:

  • Sales agent manually creates order in NetSuite

  • Sends SensePass Pay-by-Link

  • Payment applies automatically, reducing need for follow-up

 Setup: Payment Methods, Tokens, and Deposits

To enable these custom flows in NetSuite with SensePass, follow these steps:

1. Configure Payment Methods

• Go to Setup → Accounting → Payment Methods

• Add “SensePass” (or sub-methods like Klarna, Apple Pay, etc.)

• Assign GL accounts as needed for each type

2. Saved Payment Tokens (Customer Wallets)

• Navigate to a Customer Record

• Click “Add Payment (CC/DC)” under SensePass

• Enter or scan payment method

• Token is saved and viewable under Financial → SensePass Payment Token

3. Use “Pay Now” Button on Sales Orders

• Triggers in-store or mobile checkout via:

  • NFC tags

  • QR code

  • On-screen prompts

• Full or partial payment can be applied

• Deposit record is auto-created

4. Use “Create Deposit” for Saved Payment Methods

• Select the appropriate SensePass Token

• Supports repeat billing, subscriptions, or pre-approved clients

 For B2B and Hybrid Retail Models

SensePass makes it easy to configure flows that support:

This flexibility ensures both ERP-driven logic and consumer-grade UX—critical in modern omnichannel operations.

 Seamless Support for Any Payment Channel

With SensePass, your NetSuite account becomes a payment orchestration layer:

•  Accept all methods (Visa, PayPal, Klarna, ACH, crypto)

•  In-store? Use QR or NFC tags linked to the ERP

•  Remote? Send payment links via SMS or email

•  Subscription or repeat billing? Use saved tokens

•  Custom flows? Extend via SuiteScript or REST API

SensePass supports direct integration into:

• Sales Orders

• Invoices

• Customer Deposits

• Credit Memos (Refunds)

All while keeping full reconciliation and audit logs.

 Summary: Unlocking Flexible Payments Inside NetSuite

Customizing payment flows in NetSuite with SensePass empowers your business to:

• Accept payments at any customer touchpoint

• Use any payment method, from card to crypto

• Automate reconciliation and ledger updates

• Avoid rigid checkout flows and improve UX

Whether you’re running B2B sales, managing call centers, or accepting QR-based in-store payments, this unified approach reduces overhead and increases conversion. Please Contact us to learn more abut custom payment flows for NetSuite.