Steps to Connect and Test Payment Gateways in NetSuite

When setting up a new payment processing solution like NetSuite Pay, it is crucial to test your configuration before launching live transactions. By connecting your NetSuite account to a Versapay Test Payment Gateway, you can ensure your system is functional without the risk of handling real financial transactions.

Why Use a Test Payment Gateway?

Working with a test payment gateway allows you to simulate real-world transactions in a controlled environment. All merchant account applications, configurations, and payments are treated as test records — meaning no actual funds are moved or settled into your bank account. This not only safeguards your operational funds but also helps identify potential issues before they impact real customers.

Setting Up Your Connection

To connect your NetSuite account with a test payment gateway, follow these steps:

1. Navigate to NetSuite Pay > App Settings > Configure within your NetSuite dashboard.
2. Check the box labeled Connect to Test Payment Gateway.

By following these steps, you establish a connection with the test gateway, enabling you to run various scenarios to validate your integrations and configurations.

Important: Make sure to clear all test data after your testing phase. This includes deleting merchant account applications, configurations, and any associated payment records to maintain clean financial records.

Transitioning to Live Transactions

Once you confirm that all test scenarios execute successfully, you need to re-submit all merchant account applications to transition from testing to live operations. This step is crucial to start processing real transactions and ensure funds are appropriately settled in your company’s bank account.

Tip: Always review the NetSuite Pay dashboard for helpful insights and support resources if the transition presents any challenges.

Best Practices

• Double-Check Configurations: Before testing, confirm that all preliminary configurations are accurate and complete.
• Regular Data Cleanup: To prevent confusion, regularly delete or archive test data to maintain clarity in your real-world operations.
• Use Comprehensive Test Cases: Test a wide range of scenarios to ensure robustness, such as multiple payment methods and varying transaction amounts.

Key Takeaways

• Testing Before Going Live: Connecting to a test payment gateway is a crucial step for ensuring your payment solutions are correctly set up in NetSuite before processing real transactions.
• Controlled Environment: Using a test environment prevents unintended financial transactions, safeguarding your business from accidental losses.
• Post-Testing Cleanup: Clearing test data post-validation is critical to maintaining accurate accounting records.
• Transition Smoothly: Adequate preparation and careful transition planning from test to live environments ensure smoother operational flow.