The Prolecto Accept Customer Payment Technologies is a library of NetSuite programs built on top of NetSuite's well-defined API for payment processing. When working with a Suite Payments Certified payment processor, the tool can present invoices and statements to the public, allowing for the collection of credit cards, ACH, and other payment types. Non Suite Payment processors, such as Stripe, and CardKnox is supported. With choices to drive a customer deposit, payments including the ability to support multiple currencies and markups to cover service charges, the solution avoids the need to pay additional charges to third-party gateways while giving full control over the branded user experience.

Affording flexibility and low cost, accounts receivable processing is streamlined, helping to minimize the number of days cash is tied up. Once set up, the organization can set it and forget it so that no additional service charges are incurred for extended payment capacities.

NetSuite Credit Card Statement with Convenience Charge

Prolecto Netsuite Customer Statement-Based Credit Card Payments

Prolecto Accept NetSuite Credit Card Customer Deposit on Sales Order

Prolecto Credit Card Suitelet Demonstration

Build ID 127

Version: 20260129.RC

Stripe/Payment Enhancements

• Improved Email Notifications: Email notifications for ACH payments now accurately reflect the payment status (e.g., pending, succeeded) in the recurring charge flow.
• Clearer Payment Memos: The customer payment memo field now explicitly indicates payments made via Stripe Pay Link.
• Convenience Fees: Added support for fixed-amount convenience fees.
• Customer Information Updates: Users can now update their Stripe customer information, such as their email address, directly from the Pay Link form.
• Transaction Processing: Enhanced support for processing a greater volume of submitted transactions.
• Credit Card Forms: Refinements to the display logic for saved credit cards.
• ACH Forms: Refinements to the logic controlling the display of the charge button when form fields are modified.

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Version: 20251016.RC

• Stripe payment integration
  • Added additional security to ensure transactions in NetSuite are available to pay before initiating the payment process in Stripe.
  • Enhanced tracking of the Stripe Payment Intent statuses.
  • Added support for querying and displaying the Stripe Payment Method on the success page.
• Enhanced client side error display when an invalid credit card number is entered.
• Enhanced to handle large numbers of transactions with the Pay From Statement link.
• Added support for connecting the Prolecto BPA contact to the confirmation email recipient.
• Added capacity to pay summary invoices.

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Version: 20250826.RC

• Payment Thresholds: Added new app setting to prevent payments exceeding a predefined amount.
• ACH from Estimates: Added support for ACH payments directly from estimates.
• Payment Instrument Details: Improved logic for populating card brand and using pay card tokens.
• Duplicate Payment Prevention: Estimate Pay Link processing now detects existing Sales Orders to prevent duplicate payments.
• Approval Pay Link: Transaction link can now be used for approvals instead of immediate payment.
• Stripe Bank Transfer (Statement Link): Supports Stripe's bank transfer flow for direct bank account transfers.
• Stripe Statement Descriptors: Statement link now supports setting statement descriptor fields.
• Summary Invoice Display: Statement link can now display and accept payments against Summary Invoices created using Prolecto’s Business Process Automation (BPA) accelerator.
• Automated Recurring Charges (Stripe): Added support for automating recurring charges via Stripe, controlled by Prolecto’s BPA accelerator.
• System Constant Overrides: General system constants can now be overridden via a custom field on customer records.

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Version: 20250121.RC

The update introduces several improvements and fixes related to Stripe payment processing and customer payment management:

1. Stripe Payment Method Updates: Added logic and functions to update the Stripe payment method on customer payments.
2. Convenience Charge Logic: Implemented custom form settings for creating convenience charge invoices.
3. ACH Payment Fixes: Corrected logic to avoid setting the check number field for electronic bank payments (ACH).
4. Bank Account Setup: Bank account on customer payment is now set using App Setting Switch Key technique, with adjustments for convenience charges.
5. Stripe M/R Processing: Improved checks for empty records and added conditions to process only NS records from the payment link.
6. Stripe Error Handling: Special handling added for redirect errors due to latency.
7. Review and Pay Page: Enhanced error handling and form layout for better user experience.
8. Stripe Event Handling: Set the Stripe Pay Event date to 0 for proper sorting, and improved event reprocessing by sending the Stripe Account ID to prevent script errors.
9. Rounding for Currency: Implemented rounding for amounts before sending to Stripe to avoid errors with GBP.
10. Bank Account Validation: Ensured whitespace is removed when comparing bank account numbers for validation.
11. URL Refresh Fix: Removed a line that was erroneously setting the status back to OPEN during URL refresh, preventing premature send out.

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Version: 20241114.RC

• Moved scripts from 2.x to 2.1.
• Added customer payment void function to break dependency with the electronic bank payment tools bundle.
• Added MR script to refresh Pay Links from Query.
• Added error handling when deleting a security key fails.
• Added logic to refresh statement link upon creating an invoice.
   

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Version: 20241010.RC

• Stripe integration for the Statement Pay Link.
• Connecting up override CC conv percentage on transaction.
• Fix for Amex payment card ID reference and refinement to allow to pay other amounts in auth flow.
• Statement flow: Added epsilon diff check between pay amount and sum of transaction amounts to make sure everything applied correctly.
• Logic to request the customer to validate the ACH account number to be able to submit an ACH payment
• Added statement link to failure page as this is safer than the current "back" link

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Version: 20240111.RC

• Enhanced to convenience charge logic.
• Added support for multi-subsidiary customers in the statement flow: Now creates one URL per subsidiary/currency pair.
• Added support for ACH payments in SO to Deposit flow.
• Added support for convenience fees for SO auth flow.
• Made miscellaneous usability enhancements.

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Version: 20230718.RC

1. Created client library file for the pay tran and review and pay pages.
2. CSS / HTML cleanup and simplification for the pay transaction page
3. Confirmation email cleanup to solve issue when viewing in Outlook for PC
4. Enhancements to work with Multi-Currency off

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Version: 20230609.RC

1. Moved client-side functions to a library file for the Review and Page and Pay Transaction pages
2. Additional enhancements for the system to work with multi-currency turned off.
3. Enhancements for card edits to work with Pay Instruments on.

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Version: 20230518.RC

1. Fixes for the display of the amount due based on whether CC or ACH is selected.
2. Update to the reference of the AES key parameter now found in the CRE bundle
3. Enhancements to let go of the dependency on Multiple Currency being enabled

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Version: 20230505.RC

1. Pay from Quote Link now supporting Auth flow
2. Connecting to Electronic Bank Payments to Pay from ACH

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Version: 20230419.RC

1. Pay from quote functionality
2. Enhanced pay transaction page (shows payment details section)
3. Capture contact form on payment pages (this can be hidden from app settings)
4. Updated CSV files for changes to different payment flows

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Version: 20230301.RC

• Simplified pay from the transaction page with the amount due 
• Connecting pay instruments to pay by ACH 
• Printing record PDF through 1.0 / 2.0 proxy to use 2.0

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Version: 20220920.RC

1.  Update to CSV files for new configurations
2. Added CRE2 print URLs to the statement page
3. Added logic for showing print CRE2 URL according to sys constants

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Version: 20220908.RC

• Added CRE2 print URL to lines search results.
• Added functionality to display CRE2 url on SO / Inv for emailing and statement page
• Added view CRE2 functionality
• Added logic for showing print CRE2 URL in statement page according to sys constants
• Refinements to fix processing when the user chooses not to store credit card.  Now it unchecks preserve on file at end of processing.  Applied to all pay flows.  Also, connected app setting boolean to a condition that determines if the customer default billing address is added or updated.
• Mapping location to convenience invoice
• Extra empty checks to prevent JS errors and to properly hide the Debit Memo subtotal line.
• Enhancement to fix the case when discount applied to the previous line in NS.

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Version: 20220502.RC

Enhancements for the following

1. Refresh of pay URL on customer change
2. Secured print transaction URL on the statement page

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Version: 20220303.RC

• Refined hiding the pay other amount section
• Refinments for currency switch and algorithm for calculating the sum of deposits.
• Refinements to teh SO --> Deposit flow

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Version: 20211105.RC

Yet more minor refinements.

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Version: 20211101.RC

Minor refinements.

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Version: 20210910.RC

Added capacity to accept an authorization only (no customer deposit in Auth THEN Capture flow) from Sales Orders.

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Version: 20210526.RC

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Version: 20210520.RC

1. Pay from transaction flow: removed unnecessary hidden fields. Connected up the add convenience charge flow for the pay from invoice.
2. Connecting up ACH pay instruments for pay from statement flow.  Controlling this functionality with an App Setting.  To continue with Coastal the setting "USE_ACH_PROCESSOR" should be false.
3. Cleanup to remove unnecessary hidden fields and proper linking to objects from JS override.
4. Adding parseFloat and rounding to convenience amount to eliminate errors.
5. Update to map to new script ID for CRE process manager.
6. Setting Ignore AVS flag on payment / deposit records to avoid AVS errors from coming back.  This may need to be customized according to customer specific requirements.
7. Enhancements for data flow: Suitelet now sets content type to JSON on POST
8. Pay trans: enhancement to not show Radio button if there's a single pay method
9. Pay Tran: fixes to control convenience charge display

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Version: 20210326.RC

Modified SuitLet processing response from string to JSON object for proper client-side handling

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Version: 20210315.RC

1. Setting Ignore AVS flag on the payment record
2. Commented out Send Email on the save on transaction records.  This needs to be discussed before turning it on.
3. Set Suitelet content type to JSON to get past the issue where the response comes back with special characters.
4. Unescaping <br> in response from NS to have the correct format for display.

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Version: 20210305.RC

Confirmation of working for acceptance on the Pay PayPal PayFlo Pro processor. Refinements to script references due to updated CRE 1.0 IDs. Enhanced for better handling of the ACH / Credit Card radio button.

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Version: 20210106.RC

Revisions for setups of independent payment method management.  Enhancements to  Setup, Email Confirmation, Auto-Email Confirmation, Success pages.

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Version: 20201021.RC

Further refinements working in multiple client accounts.

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Version: 20201015.RC

Further enhancement to control non-standard ACH and Credit Card technologies while also building a better / unified user experience with delay masking and AJAX based server communciations. 

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Version: 20200707.RC

Enhanced to use Plug-in technology to allow for adaptation to non-SuitePayments payment gateway approaches.

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Version: 20200629.RC

Refinements to prepare for using non-SuitePayments approved flows.

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Version: 20200424.RC

1. Compatibility with NS's Payment Instruments feature. This includes enhancements to server scripts and html templates. 
2. Support for refreshing URLs. This is useful when URLs are still "Data Center-Specific" as these will be deprecated starting in 2020.2. The bundle offers two approaches for the refresh. One is with a Mass Update script the other with an enhancement to the existing "PRI CC Prepare Send" Map Reduce script.

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Version: 20190814.RC

Enhanced to:

• limit the options for the credit card selector 
• prevent adding new cards
• prevent storing new cards

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Version: 20190612.RC

Included a new workflow action for creating the custom accept pay record with the URL.  Added an example Scheduled Workflow and Saved Search to drive the workflow.

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Version: 20190527.RC

Enhanced to support adding a surcharge / convenience charge to the credit card statement functionality.   The surcharge pattern makes initial assumptions to laydown a framework to give control to the organization. 

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Version: 20190311.RC

Updates for refinements to some components.  No new functionality.

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Version: 20190218.RC

Minor refinements for easier installation in target accounts.

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Version: 20190201.RC

Additional saved search reference for distribution

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Version: 20190128.RC

Final revisions for major rollout in client tested implementation.

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Version: 20190110.RC

Enhanced for Map Reduce script for batch creating the custom record that holds the URL for Pay from SO page.

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Version: 20181224.RC

Reconfigure bundle to fit SuiteApp standards and use in ready-to-consume bundle. 

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Version: 20181128.RC

New proxy record mechanism to cross the SuiteScript 1.0 to 2.0 boundaries as we leverage the content rendering engine in the business process logic flow.

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Version: 20181121.RC

Addition of missing elements and refinements after initial testing.

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Version: 20181116.RC

Refinements for full sales order credit card acceptance to produce a customer deposit. 

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Version: 20181001.RC

Final release incorporating the 1.0 legacy components and the 2.0 prior to Sales Order to Customer Deposits.

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Version: 20180905.RC

Further refinements to confirm bundle independence.

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Version: 20180901.RC

Initial release candidate version

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