NetSuite invoice payment page

The Stripe Connector for NetSuite creates a payment page for each of your NetSuite invoices. Customers can pay invoices using a Stripe payment flow, and pay with any of the payment methods that you enable. Every accepted payment includes automated payment processing, cash application, deposit automation, and fee calculation.

How it works

1. When you create a NetSuite invoice, the payment page link is created and added immediately. The payment page includes the following information:

   • NetSuite invoice number
   • NetSuite total amount due
   • Payment methods based on the customer region
   • Currency of the NetSuite invoice (if supported by Stripe)

2. Provide the invoice 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 pays the full amount due on the NetSuite invoice.

3. The connector syncs the payment into NetSuite and applies it against the invoice.

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

Payment page details

Creating an invoice immediately creates a Checkout payment page with a unique, secure URL that’s single-use to prevent duplicate payments on the same invoice. You can access this URL in the custom transaction body field.

The payment page only works for new invoices. If you want to use the payment page with past invoices, contact your implementation partner for a script that enables access to past invoices.

You can view payment information in the Stripe Dashboard, and a link to the NetSuite customer payment in the metadata.

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 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 subsidiaries

The payment page is compatible with either single subsidiary (entity) or multi-subsidiary (OneWorld) NetSuite accounts. You can enable the payment page on any subsidiaries that have an individual Stripe Connector for NetSuite connection within a multi-subsidiary account. The custom transaction body field for the payment link applies to the NetSuite invoice forms.

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 payment methods for future use. 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 choose 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. To use this option, enable Successful payments on the Customer emails settings page in the Stripe Dashboard. By default, the payment page attaches the NetSuite customer email to the payment created in the Checkout session. If no email exists, the Checkout session prompts the customer to provide one during payment.

• Use NetSuite to send email receipts for payments. You must disable email receipts in the Stripe Dashboard. Then, create a script or workflow to send customized email receipts when the connector creates a customer payment in NetSuite.

You can also customize your receipts. To test email receipts, you need to manually trigger the receipts in the Stripe Dashboard.

Test the invoice payment page

You can test the NetSuite invoice payment page in Stripe test mode or the NetSuite sandbox.

1. In NetSuite, create an invoice for your use case. For example, an invoice with the same types of line items and taxes that you use in production mode. The invoice must have a balance greater than 0.50 for the payment page to populate.

2. On the newly created invoice, verify that the invoice payment page field appears. If it’s missing, go to the invoice form and make sure the field is configured and applied to the appropriate forms.

3. Click the customer payment page link to confirm it populates correctly. If it doesn’t, verify that the default value is configured correctly in the custom transaction body field for the page. For example, https://netsuite-connector.stripe.com/payment/[Stripe Account ID]/[“test” or “live”]/invoice/[guid code_Internal ID].

4. Make payments with various test payment methods and payment scenarios.

5. Click Pay and verify that the payment record is created in Stripe and NetSuite. This typically occurs within 30 seconds. Look for the synced records in the Stripe Connector for NetSuite app in the Stripe Dashboard.

6. Accessing the customer payment page creates a Stripe customer object and attaches it to the NetSuite customer. Verify this customer exists in the Stripe Dashboard. If you chose to save payment methods, the connector saves the payment method to the Stripe Customer object when the payment completes.

7. Verify that the NetSuite customer payment was created and applied correctly by checking the original invoice:

   • The invoice status changes from Open to Paid in Full.
   • The payment shows as Undeposited.
   • The general ledger account shows as Undeposited Funds.