i need step by step instructions on setting up cre...
# ask-stanley-ai
a
i need step by step instructions on setting up credit card payments.
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AI generated answer (using internal Slack threads):
To set up credit card payments in NetSuite, you would need to follow these steps: 1. Set up a Payment Processor: NetSuite requires a payment processor to handle credit card transactions. You can choose from a variety of payment processors that NetSuite supports. You would need to create an account with your chosen payment processor and obtain the necessary API credentials. 2. Configure the Payment Processor in NetSuite: Once you have your payment processor account and API credentials, you can configure it in NetSuite. Go to Setup > Accounting > Accounting Preferences > Credit Card Processing. Here, you can enter the API credentials provided by your payment processor. 3. Set up Credit Card Types: You can set up different credit card types in NetSuite. Go to Lists > Accounting > Credit Card Types. Here, you can add new credit card types or edit existing ones. 4. Enable Customer Payment: If you want your customers to be able to pay via credit card, you need to enable this option. Go to Setup > Company > Enable Features > SuiteCommerce Advanced tab. Check the 'Customer Checkout' box. 5. Set up Customer Payment Methods: For each customer, you can specify their preferred payment method. Go to Lists > Relationships > Customers. Edit a customer record and go to the Financial subtab. Here, you can specify the payment method for the customer. 6. Test the Setup: Finally, you should test the setup to ensure everything is working correctly. Create a sales order and try to process a payment using a credit card. Remember, this is a general guide and the exact steps may vary depending on your specific NetSuite setup and the payment processor you choose. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.827012777
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.823208094
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.82218641
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