SYNCARD

QUICK AND EASY PAYMENT PROCESSING

Simplify Your Payment Processes with Syncard

Managing payments within NetSuite can be complex and time-consuming. 

Syncard streamlines this process, offering an intuitive solution that enhances your payment experience. Whether you’re dealing with multiple payment methods, managing large volumes of transactions, or ensuring compliance with industry standards, Syncard has you covered. 

Key Highlights

PAY NOW BUTTON • SPLIT PAYMENTS • ORDER TRIGGERS • COMPREHENSIVE REPORTING • SECURITY COMPLIANCE

CUSTOMIZABLE PAYMENTS PAGE

By running a Hosted Payment Page directly within NetSuite, SYNCCARD can offer faster processing times and reduced costs by eliminating dependencies on external pages or services.

The customizable Invoice HPP also allows for the generation of invoices that include a “Pay Now” button. This button directs customers to the HPP to complete their payment, simplifying the payment collection process.

SYNCHRONIZED TRANSACTION DATA

Transaction information, such as sales orders, invoices, and customer refunds, is automatically synchronized. This ensures accurate and up-to-date payment data across all pertinent pages and data sheets. No need for manual inputs or tedious imports.

Using Syncard

Syncard offers a variety of transaction processing options to cater to different business needs, from authorizing payments without immediate fund capture to processing cash sales and customer refunds. This section provides detailed instructions on how to handle each type of transaction, ensuring that your payment processes are efficient and secure.

  • Transaction Types

    • Sales Order: Authorize payment without capturing funds immediately.
      • Billing subtab: Set payment option to Card Connect.
      • Select CardConnect payment operation.
    • Invoices: Paid through a Hosted Payment Page (HPP).
      • Save and approve the invoice to send a payment link to the customer.
      • Customer pays through the link; system marks invoice as paid.
    • Cash Sale: Immediate payment capture at the point of sale.
    • Customer Payment: Captures payment for previously authorized amounts or new charges.
      • Set payment option to Card Connect under Payment Method subtab.
      • Configure Card Connect payment operation to ‘Capture only’.
    • Cash Refund: Return funds for a transaction previously captured.
      • Set payment option to Card Connect under Payment Method subtab.
      • Configure Card Connect payment operation to ‘Refund only’.
    • Customer Refund: Reverse a charge and return funds.
      • Go to Transactions > Customers > Issue customer refunds.
      • Set payment option to Card Connect and configure the refund operation.

INTELLIGENT AUTOMATION