Adding a New Payment Method [HubSpot → NetSuite]

Key Topics: 

• New Credit Card Payment

• ACH Payment

Current Process:

• The current process is to review the "Credit Card Required" property while creating a quote
• If Credit Card Required = Yes, Order Processing would trigger an email from Pay Stand to the dealer to input their card information or an ACH payment. 

New Process:

• During the quote creation process the quote template now display's "Add New Payment Method" below the line item section. 
• Below that section is new a hyperlink "Add Secure Payment Method" 
• Use this link to have dealers input their credit card information securely. 
• This will SAVE to the dealers account for future use

Verify Credit Card Required Status: 

If Credit Card Required is Yes OR if the Dealer wants to use another card that is not on file proceed to step 2. 

Credit Card Required Status:

Finish completing the quote process and publish quote 

Email Quote to dealer and ask them to click the "Add Payment Method" link at the bottom of the quote. 

Once Dealer clicks the "Add a Secure Payment Method" link they will be directed to a secure pay stand "Save a Fund" link.

Dealer Should Select Card Tab - see next step for ACH payment

Select ACH Tab if that is the preferred method of payment

Follow the steps within Pay Stand, enter email, card or banking details, and billing information