With PayPack, you are able to leverage NetSuite Workflows to define rules for displaying specific payment methods at the customer and transaction level (quote, sales order, invoice, and invoice group).
Customer Level
Example 1: Select allowable payment methods at the customer level.
Transaction Level
Example 2: Select allowable payment methods at the transaction level.
Configure NetSuite Workflow
Example 3: Automatically select ACH Direct Debit as the only allowable payment method for all Sales Orders with a total greater than to $100.
- Step 1 - Create a new NetSuite Workflow.
- Step 2 - Set the workflow event definition.
- Step 3 - Update parameters field and value selection.