Enabling Payment Automation in NetSuite

Abstract

Payment Automation is an integrated solution designed to streamline payment processing by automating vendor payments and payee management. This article guides you through the process of enabling Payment Automation.

Prerequisites

Before enabling Payment Automation, ensure that the following prerequisites are met:

• Administrator Role: You must be logged in as an Administrator or a role with equivalent full-access permissions to modify payment automation settings.

• Payment Automation Access: Your NetSuite account must have access to Payment Automation. If this feature is not available, contact your NetSuite administrator or service provider.

Once these prerequisites are met, you can proceed with enabling Payment Automation.

Enabling Payment Automation

Enabling Payment Automation grants access to its payment processing features and automated vendor payment workflow.

1. To enable Payment Automation, first, you need to access the configuration settings. Click the SquareWorks menu, select Automate, and then click the Settings tab:

   

2. Next, locate Payment Automation under My Features, and click the Settings button in front of it:

   

   This will take you to the configuration page where you can enable Payment Automation.

3. Once on the configuration page, find the Payment Automation Enabled toggle switch under Advanced Settings. Click on it to activate the feature, then click the Save button to confirm and apply the changes:

   

   Once saved, Payment Automation will be activated.

4. After enabling the feature, you’ll notice a new Payment Automation section appearing in your navigation bar:

   

   This confirms that the feature has been successfully activated.

5. Now, navigate to the Home Page and check that the Payment Automation section is visible. Here, you’ll see a list of Payees Payments confirming that the feature is integrated into your dashboard:

   

6. Finally, open the Settings Page to ensure that the Payment Automation section is also displayed there:

   

   This page will provide access to further configuration options and settings.

After enabling Payment Automation, you can proceed with further configuration, including:

• Setting up payment workflows and approval processes.

• Configuring vendor payment preferences.

• Associating payments with verified business entities.

For more detailed configuration steps, refer to the Payment Automation Configuration Guide.