NetSuite customer payment page

Use the customer payment page to collect payments that you can then apply to multiple invoices as partial payments, or to support other payment applications beyond single invoices. The Stripe Connector for NetSuite automatically sets the amount due on your NetSuite customer payment page to the NetSuite customer balance total. But the connector allows customers to modify the amount they pay to any amount, up to the outstanding balance amount. Every accepted payment includes automated payment processing, deposit automation, and fee calculation.

You can enable the payment methods available to your customers in your Stripe account.

A customer payment gets created and associated with the NetSuite customer. You can also designate how you want to apply payments, based on your business needs. For example, you can automate the payment application to specific invoices using native NetSuite settings, a custom workflow, or a custom SuiteScript.

How it works

1. When you create a NetSuite customer, it creates the payment page link and adds it immediately. The payment page includes the following information:

   • NetSuite customer name
   • NetSuite total outstanding balance
   • Payment methods based on the customer region
   • Currency used in NetSuite (if supported by Stripe)

2. Provide the customer payment page link to your customer in a NetSuite invoice email, invoice PDF template, a portal on your website, or another communication method. The customer accesses the payment page and can pay any amount up to the full customer balance.

3. The connector syncs the payment into NetSuite and creates an unapplied payment that’s associated with the NetSuite customer.

4. In NetSuite, you can use the auto-apply feature to apply payments to the oldest open invoices, until the total amount of the payment is used. The connector can automatically enable NetSuite auto-apply to the payment from the customer payment page.

5. After the Stripe payout syncs as a bank deposit to NetSuite, the connector reconciles the payment against the corresponding bank deposit, and records processing fees and any currency conversion. This workflow is called deposit automation. Disputes and refunds sync to NetSuite automatically.

Customer payment page details

Creating an invoice immediately creates a Checkout payment page with a unique, secure URL. You can access this URL in the customer payment page field (custentity_customer_payment_page_link).

If you implement the payment page for an existing NetSuite customer, the payment page uses the customer record creation date. If you implement the payment page for a new NetSuite customer, the payment page uses a randomly-generated GUID (custentity_customer_payment_page_guid).

If there’s a remaining balance greater than 0.50 after the customer makes a payment, the payment page remains reusable for 24 hours.

You can configure the connector to use auto-apply by adding the following to the Field mappings in the app settings:

{
  "customer_payment":{
    "metadata.netsuite_auto_apply": "auto-apply"
  }
}

The customer’s payment method is only saved for future use if you select Save payment method to Stripe customers on the connector’s Control tab, under NetSuite payment pages. Saved payment methods are created under a new or existing Stripe customer and linked to the NetSuite customer.

You can find the record sync and related record links in the Stripe Connector for NetSuite app dashboard.

Automate bank reconciliation

The payment page includes deposit automation, which automates the bank reconciliation process for all payments, refunds, and disputes from a Stripe payout to a NetSuite bank deposit.

Support multiple currencies and payment methods

Accept payments in the supported presentment currencies in your region. The payment page displays the currency that’s specified on the NetSuite invoice. Stripe then creates a payment based on that currency.

You can enable the payment methods you want to accept on the Payment methods page. Stripe supports many categories of payment methods based on your region and business needs.

Save payment methods for future use

You can use the payment page to save a payment method for future use if needed. For example, a connector add-on (such as Auto-Pay) might use the saved payment method to charge a customer for future invoices. Stripe saves the payment method to a new or existing Customer object.

Customize the payment page

You can customize the look and feel of the payment page to match the design of your site. Modify the payment page color and design on the Branding settings page in the Stripe Dashboard. Modify your name and statement descriptor on the Public details page.

Add the payment page to your communications

You can integrate the payment page into your customer communications in NetSuite. For example, you might want to map the payment page’s unique link to a Pay Now button in your NetSuite email templates, invoice PDF templates, or manual outreach.

Send email receipts for payments

You have two options for sending email receipts to your customers:

• Use Stripe to automatically send email receipts. The connector provides the invoice ID and NetSuite customer email. To use this option, enable Successful payments on the Customer emails settings page in the Stripe Dashboard.

• Use NetSuite to send email receipts for payments. You must disable email receipts in the Stripe Dashboard and then set up a workflow to send customized email receipts from NetSuite.