Customer Portal
Set up a self-service customer portal for NetSuite. Let customers view invoices, orders, make payments, and download documents without contacting your team.
The customer portal gives your NetSuite customers self-service access to their transaction history, invoices, payments, and documents.
What Customers See
| Section | Data Source | Description |
|---|---|---|
| Dashboard | All synced records | Overview with recent activity and key metrics |
| Invoices | invoice sync | Open and paid invoices with line items |
| Sales Orders | salesorder sync | Order history and status tracking |
| Payments | customerpayment sync | Payment history and receipts |
| Credit Memos | creditmemo sync | Applied credits |
| Documents | File attachments | PDFs and files attached to transactions |
Setup
1. Sync Customer Data
Before customers can access the portal, you need to sync their data from NetSuite:
- Go to Syncs and create configurations for:
- Customers — Entity records (synced to PostgreSQL, creates portal organizations)
- Contacts — Links NetSuite contacts to customer orgs by email
- Invoices — Transaction data visible in the portal
- Any other record types you want to expose
- Run each sync to populate initial data
When customer entities sync, SuitePortal automatically creates child organizations under your tenant. When contacts sync, users are linked to these organizations based on email matching.
2. Configure the Sidebar
The sidebar controls what navigation items customers see. Go to Settings > Sidebar to configure which record types appear in the portal navigation.
3. Invite Customers
Customers can access the portal in three ways:
- Email invitation — Send an invite from the portal's member management
- SSO — Configure Microsoft Entra or Google SSO so customers sign in with their corporate identity
- Self-registration — Customers sign up and are matched to their organization by email domain
Pay AR (Online Payments)
Pay AR lets customers pay open invoices directly from the portal using credit card or ACH bank transfer, powered by Stripe Connect.
How It Works
- Customer views an open invoice in the portal
- Clicks Pay to open the checkout page
- Enters payment via Stripe (card or ACH)
- Payment is captured via your Stripe Connect Express account
- You reconcile the payment in NetSuite
Setup
- Connect Stripe — Go to Settings > Pay and click Connect with Stripe. This opens the Stripe Connect onboarding flow to create (or link) an Express account.
- Configure fees — Set surcharge rates for card payments (if applicable in your state) and choose whether to pass processing fees to customers.
- Enable per sync config — Pay AR uses the invoice data already synced. No additional sync configuration needed.
Surcharge restrictions: 10 US states prohibit credit card surcharges. SuitePortal automatically detects and disables surcharges for customers in restricted states.
Checkout Flow
When a customer clicks Pay on an open invoice:
- A secure checkout token is generated (no login required for the checkout page itself)
- The checkout page shows your organization's branding (logo, colors)
- Invoice line items and fee breakdown are displayed
- After payment, the customer sees a branded confirmation page
- Admins can also generate and share payment links via the Copy Link button
Payment Methods
| Method | Processing Time | Fees |
|---|---|---|
| Credit / Debit Card | Instant | Stripe standard rates + optional surcharge |
| ACH Bank Transfer | 3-5 business days | Lower rates, no surcharge |
Field Mapping
Customize how field values display in the portal. Go to Settings > Field Mapping to:
- Rename field labels (e.g.,
tranId→Invoice #) - Map internal values to display names (e.g., status code
A→Approved) - Control field visibility and ordering
Next Steps
- Sync File Attachments — Let customers download attached documents
- Configure Scheduled Syncs — Keep data fresh automatically
Run Your First NetSuite Sync
Complete guide to running your initial data sync from NetSuite. Select records, configure sync settings, and verify data in your SuitePortal customer portal.
Vendor Portal Setup Guide
Create a self-service vendor portal for NetSuite. Give suppliers access to purchase orders, payment status, and bill history through SuitePortal.