Restricting the Virtual Terminal to Pre-Stored Payment Methods – Paystand Help Center
Overview
Paystand can configure your NetSuite environment so that the “Add a Fund” option is hidden from the Paystand Virtual Terminal (VT). When this setting is active, the VT only shows payment methods already on file for the customer — staff cannot add new payment instruments at charge time.
This is useful when your organization requires that only pre-authorized, stored payment methods be used for charges, supporting compliance and internal control requirements.
Requirements
- Paystand NetSuite bundle: Update the Paystand NetSuite bundle to 2.34.23 or later.
- Feature activation: Enabled by your NetSuite Administrator in Paystand Settings — no Paystand-side changes needed.
- Pre-stored payment methods: At least one payment token must be saved on a customer record before this configuration is useful. If no token exists, the VT will not be able to process a charge.
How to Enable It
Your NetSuite Administrator can turn this on in Paystand Settings:
- In NetSuite, go to Paystand → Settings.
- In the Virtual Terminal section, check Disable ‘Add a Fund’ on VT.
- Save.
Once enabled, the VT will show only payment methods already on file — staff can select and charge as usual, but cannot add new ones.
Supported Locations
This setting applies to the Paystand Virtual Terminal in these NetSuite locations:
- Invoice records
- Sales Order records
- Customer records
It does not affect payment links sent by email, the customer self-pay portal, or any other Paystand checkout outside of NetSuite.
Limitations
- If a customer has no pre-stored payment methods, a charge cannot be processed through the VT while this setting is active. Make sure tokens are stored on customer records before enabling.
- This setting can be enabled or disabled at any time by your NetSuite Administrator in Paystand Settings.
- Scheduled autopay charges are not affected by this setting. Autopay runs against stored tokens and continues to work normally.
Frequently Asked Questions
How do I enable this setting?
Your NetSuite Administrator can enable it directly: go to Paystand → Settings, check Disable ‘Add a Fund’ on VT, and save. Ensure your Paystand NetSuite bundle is on version 2.34.23 or later first.
Can we still add payment methods outside of the VT?
Yes. Payment methods can still be stored using the standard Paystand tokenization flow (for example, through a Paystand-hosted link or with the help of your Paystand team). The restriction only applies to adding new methods directly from the NetSuite Virtual Terminal.
Will this affect our autopay setup?
No. Autopay runs against tokens already on file and is not impacted by this setting.
What if a customer record has no stored payment method?
The VT will open but show no available methods and no way to add one — no charge can be made. Ensure at least one payment token is saved on the customer record before enabling this setting.
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Restricting the Virtual Terminal to Pre-Stored Payment Methods