Introduction

Tokenization links are a secure way to let customers enter their own payment details directly, reducing manual handling and ensuring compliance. With SensePass integration in NetSuite, you can generate tokenization links and send them by SMS or email, allowing customers to conveniently manage their payment methods.

This guide walks you through the process of creating tokenization links, sending them to customers, and managing tokens in NetSuite.

Why Use Tokenization Links?

• Security: Payment details are tokenized, never stored as raw data.

• Convenience: Customers add or update payment methods on their own.

• Accuracy: Reduces data entry errors by letting customers handle inputs.

• Flexibility: Send tokenization links via SMS or email.

Tokenization links ensure smooth and safe digital payment experiences, especially for businesses handling recurring payments in NetSuite ERP.

Creating Tokenization Links in NetSuite

To create a tokenization link for a customer in NetSuite:

1. Go to the Customer Record.

2. Click Add Payment Method (CC / SMS / Email).

3. Choose from three options:

   • Manual Card Entry – Enter card details directly.

   • Send link via SMS – Customer receives a secure link by text.

   • Send link via email – Customer receives a secure link by email.

Customer Record with Add Payment Method Options

Sending Tokenization Links via SMS

1. Select the customer’s mobile phone number from the list, or manually type a number.

2. Customize the SMS message using available variables for personalization.

3. The customer receives a secure tokenization link via SMS to add their payment details.

Send Link via SMS Screen – NetSuite

Sending Tokenization Links via Email

1. Select the customer’s email address and enter a subject line.

2. Choose an email template from your NetSuite account, or create a new one with the rich text editor.

3. The tokenization link is automatically inserted at the bottom of the email.

Send Link via Email Screen – NetSuite

Monitoring Tokenization Links

You can track the status of all tokenization links directly in NetSuite.

1. Navigate to the Financial subtab on the customer record.

2. Open the SensePass Links subtab.

3. Click on any link name to view details.

4. When a customer completes the link, a new SensePass Payment Token is created automatically.

Monitoring Tokens in NetSuite

Managing SensePass Payment Tokens

Once a payment token is created, you can:

1. View it under Financial > SensePass Payment Token subtab.

2. Change the default payment method by editing the token and checking the Default Card option.

This makes tokenization links a powerful tool for managing multiple payment methods efficiently.

Conclusion

With SensePass and NetSuite integration, tokenization links simplify and secure the payment process by allowing customers to directly provide their payment details via SMS or email. Businesses benefit from increased data accuracy, reduced manual input, and faster onboarding of customer payment methods.

If you want to streamline your digital payment strategy, start using tokenization links in NetSuite to boost both security and customer satisfaction.

Related Topics

• SensePass vs. SuitePayments Alternatives: The Most Advanced NetSuite Payment Bundle

• Payment Methods Not Available with SuitePayments (and What to Do About It)

• SuitePayments Advanced Guide: Features, Benefits, and Strategic Implementation

• Streamlining In-Store Payments: Your Guide to a NetSuite PayPal In-Store Integration

• The Ultimate Guide to NetSuite PayPal Integration: Your Agnostic Guide to All Available Options