Add New Payment Method in HubSpot to NetSuite

New Process to Add New Payment Methods

Key Topics: 

• New Credit Card Payment

• ACH Payment

The Goal: 

This process aims to reduce the risk of sensitive information being compromised and improve compliance with data protection regulations. 

Current Process:

• The current process is review the "Credit Card Required" property while creating a quote in purchase terms.
• If Credit Card Required = Yes, order processing would trigger a email from Paystand 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

Step 1: 
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. 

Step 2: 

Step 3: Finish completing the quote process and publish quote. 

Step 4: Email Quote to dealer and ask them to click the "Add Payment Method" link at the bottom of the quote. 

Step 5: Once Dealer clicks the "Add a Secure Payment Method" link they will be directed to a secure pay stand "Save a Fund" link.

Step 6: Dealer Should Select Card Tab (see step 7 for ACH payment)

Step 7: Select ACH Tab if that is the preferred method of payment

Step 8: Enter email, card or banking details, and billing information. Follow the steps within Pay Stand.