How to Send a Sales Order via Honey Pay

Created by Claudia Angel, Modified on Mon, 25 Apr, 2022 at 3:36 PM by Claudia Angel

With Honey Pay, you can send branded invoices or sales orders via email for customers to pay by credit card right from their mobile device.

Send a Sales Order via Honey Pay

Pull a sales order in NetSuite. Once Honey Pay is installed, a button named "Send Payment Email" will appear at the top of the page. Honey Pay will send a branded email to the customer with the outstanding balance when you click this button. You can customize the email with your logo and message, which will be the same across all sales orders. You can also add a custom message by writing it on the "ePay Email Message."

We'll customize your email templates to display your company logo, company name, and specific messaging during implementation.

Once you press the Send Payment Email button, an email will be sent to the email address attached to the customer record for this sales orders. The email will be sent from the sales rep shown on the sales orders page.

You can also change the person the sales orders is coming from, for example, if you need to change the sales rep.

After you send the email, the Send Payment Email button will change to Re-send Payment Email. You can also ensure your email was sent by looking at the time stamp under ePay Information.

Receive an Email Sales Orders via Honey Pay

We'll customize your email templates to display your company logo, company name, and specific messaging during implementation.

When you send the sales orders to your customers for them to pay their outstanding balance, they will see the following email:

The full PDF document with your sales orders will also be attached to the email.

Once your customers click on the Pay Order Online button, a payments page will open up, where your customers will be able to pay using a credit card.

The payments page is processing payments directly on your NetSuite account. We don't use third parties or external databases.

When the payments page loads, your customers will be able to enter their credit card information securely.

Once the payment is processed, a payment record will be created in your NetSuite account, and the credit card information will be added to that record. Your NetSuite instance will be used to charge the card. When the payment is complete, your customer will see a success message on the screen.

After the payment is processed, a payment record will be created in your NetSuite account, and the credit card information will be added to that record.

Once the payment is complete, your customer will receive an email receipt either by getting a standard email with the receipt or the payment record in PDF form.