# Set up NetSuite-initiated payments workflows

Learn how to set up NetSuite-initiated payments with the Stripe Connector for NetSuite.

> If you’re migrating from SuiteSync to Stripe Connector for NetSuite, use the [migration instructions](https://docs.stripe.com/use-stripe-apps/netsuite/migration/configure-app.md).

## Before you begin

1. [Install](https://docs.stripe.com/use-stripe-apps/netsuite/get-started.md) the SCN Stripe app and connect it to NetSuite.
2. [Configure](https://docs.stripe.com/use-stripe-apps/netsuite/configure-app.md) the general settings and workflows in the SCN Stripe app.

## How to use this guide

1. Learn more about each workflow below and select which workflows fit your use case.
2. Set up and test with the instructions for each workflow you select.

### NetSuite-initiated payments overview

The Stripe Connector for NetSuite (SCN) lets you create [Charges](https://docs.stripe.com/api/charges.md) from NetSuite transactions with a variety of workflows. All of the workflows on this page have the ability to automatically apply payments to NetSuite transactions, and most of them do so by default. All of these workflows also use [Deposit automation](https://docs.stripe.com/use-stripe-apps/netsuite/deposit-automation.md), the connector’s fully automated bank reconciliation workflow. [Learn more](https://docs.stripe.com/use-stripe-apps/netsuite/stripe-charges-netsuite.md) about how we reconcile charges.

You can use all of the workflows on this page simultaneously, if applicable to different processes in your integration.

Go to **Stripe App** > **App Settings** > **General** to learn about (Always On) settings that apply to these workflows. A NetSuite customer record must exist before each of these workflows begins. Stripe customer matching or creation is automated.

Configurable **General** tab settings supported for all workflows on this page:

| General setting | Supported configurable options | Integration design notes | **Description** |
| --- | --- | --- | --- |
| General | NetSuite subsidiary ID | Control which subsidiaries use these workflows |
| Refunds | NetSuite-initiated refunds | Commonly used with all of the workflows on this page |
| Bank deposits | All options | Downstream of these workflows |
| Currency | All options | Required if NetSuite has Multiple currencies enabled |
| Record sync timing | Webhook events, Allowlist, Denylist | Allowlist metadata is added to charges in case the Allowlist feature is enabled |

## NetSuite Payment Pages workflows

Create payments in Stripe based on transactions and events that occur in NetSuite. [Charges](https://docs.stripe.com/api/charges.md) are then synchronized to NetSuite, represented as payment records and applied to transactions as appropriate. The [Refunds](https://docs.stripe.com/use-stripe-apps/netsuite/stripe-refunds-netsuite.md), [Disputes](https://docs.stripe.com/use-stripe-apps/netsuite/stripe-disputes-netsuite.md), and [Deposit Automation](https://docs.stripe.com/use-stripe-apps/netsuite/deposit-automation.md) workflows complete the payment lifecycle in the Full SCN integration. A [limited free version](https://docs.stripe.com/use-stripe-apps/netsuite/invoice-payment-link/overview.md) of the Invoice and Sales Order Payment Page is available.

| Workflow | Description | Functionality | Complexity |
| --- | --- | --- | --- |
| **NetSuite invoice and/or sales order payment page** | Take payment on NetSuite invoices and/or sales orders with a pre-built page. Send a “Pay Now” button on a NetSuite transaction pdf or email. Creates and applies a customer payment to the invoice or creates and relates a customer deposit to the sales order. [Learn more](https://docs.stripe.com/use-stripe-apps/netsuite/invoice-payment-page.md) | Standard | Low-code with instructions |

### Set up the NetSuite invoice or sales order payment page

1. In the **NetSuite invoice and/or sales order payment pages** setting, go to **Stripe App** > **App Settings** > **Payments**. Under **Guided setup**, click **Set up payment pages**.
2. Confirm that you have set up all applicable configurable fields in the **General** tab, especially those under the **Customer Synchronization Controls: Stripe to NetSuite Workflows** section.
3. Confirm that you’ve set up the **Required account mapping** section in the **Account Mapping** tab.
4. Confirm that you’ve set up the minimum required fields on the **Field Mapping** tab.

**Test the workflow**:

 The **Set up payment pages** in-app wizard provides instructions for how you can test. 

| Workflow | Description | Functionality | Complexity |
| --- | --- | --- | --- |
| **NetSuite sales order payment page - authorization only** | Take payment on NetSuite invoices and/or sales orders with a pre-built page. Send a “Pay Now” button on a NetSuite transaction pdf or email. Creates an authorization that’s captured later based on your criteria for the sales order or resulting invoice. | Intermediate | Configure NetSuite bundles |

### Set up the NetSuite sales order payment page - authorize only workflow

1. In the **NetSuite invoice and/or sales order payment pages** setting, go to **Stripe App** > **App Settings** > **Payments**. Under **Guided setup**, click **Set up payment pages**.
2. Complete the wizard and make sure to enable sales order payment pages.
3. [Set up](https://docs.stripe.com/use-stripe-apps/netsuite/payment-linker/capture-preauthorizations.md) the **Payment Linker - authorize only** workflow to capture the authorizations created by the sales order payment page.
   > Make sure to review the entire Payment Linker [setup guide](https://docs.stripe.com/use-stripe-apps/netsuite/payment-linker-setup.md) and [install](https://docs.stripe.com/use-stripe-apps/netsuite/stripe-connector-add-ons.md) the Stripe Connector Add-ons bundle.
4. Confirm that you have set up all applicable configurable fields in the **General** tab, especially those under the **Customer Synchronization Controls: Stripe to NetSuite Workflows** section.
5. Confirm that you have set up the **Required account mapping** section in the **Account Mapping** tab.
6. Confirm that you have set up the minimum required fields on the **Field Mapping** tab.

**Test the workflow**:



1. The **Set up payment pages** in-app wizard provides instructions for how you can test.
2. Follow the validation steps on the Payment Linker setup guide to test the authorization capture workflow.

| Workflow | Description | Functionality | Complexity |
| --- | --- | --- | --- |
| **NetSuite customer payment page** | Take payment towards a customer’s NetSuite balance with a pre-built page. Send a “Pay Now” button on a NetSuite Statement pdf or email, or give a unique, no-login link to each customer. An unapplied customer payment is created in NetSuite by default. Optionally, field mapping may be used to auto-apply the payment to the oldest open receivable. [Learn more](https://docs.stripe.com/use-stripe-apps/netsuite/customer-payment-page.md) | Standard | Low-code with instructions |

### Set up the NetSuite customer payment page

1. [Configure](https://docs.stripe.com/use-stripe-apps/netsuite/migration/customer-payment-page.md) the NetSuite customer payment page.
2. Confirm that you’ve set up all applicable configurable fields in the **General** tab, especially those under the section titled **Customer Synchronization Controls: Stripe to NetSuite Workflows**.
3. Confirm that you’ve set up the **Required account mapping** section in the **Account Mapping** tab.
4. Confirm that you’ve set up the minimum required fields on the **Field Mapping** tab.

**Test the Customer payment page**:

1. Follow the validation steps on the Customer payment page [setup guide](https://docs.stripe.com/use-stripe-apps/netsuite/migration/customer-payment-page.md#validate-payment-link). Then, continue with the steps below.
2. Make sure you have at least one open invoice related to the customer.
3. Click the **Stripe Customer Payment Page** link on the Customer record in NetSuite.
4. Verify that a new browser tab opens with a Stripe Checkout session that shows your configured branding and payment methods.
5. Verify that you can lower the amount. Make a payment for any amount you want using a Stripe test payment method.
6. Verify that the payment is created correctly in both Stripe and NetSuite.

## Workflows that create payments automatically



| Workflow | Description | Functionality | Complexity |
| --- | --- | --- | --- |
| **NetSuite Auto Pay for invoices and/or sales orders** | Commonly used with NetSuite billing, third-party billing, and e-commerce use cases. Automatically charges previously saved payment methods in Stripe for the balance due on NetSuite transactions. A saved search identifies transactions requiring payment. You control the timing and frequency of the search, as often as every 15 minutes. It requires the installation and configuration of the “Stripe Connector Add-ons” `SuiteBundle ID 502910`. | Advanced | Integrate systems (no-code) |

| Workflow | Description | Functionality | Complexity |
| --- | --- | --- | --- |
| **Triggered Payments** | Manually or programmatically initiate payment through Stripe for NetSuite transactions using a script or workflow. Use it in complex billing scenarios requiring conditional logic or integrations with external systems. It requires the installation and configuration of the “Stripe Connector Add-ons” `SuiteBundle ID 502910`. | Advanced | Integrate systems (no-code) |

### Set up Auto Pay and Triggered Payments workflows

1. [Install](https://docs.stripe.com/use-stripe-apps/netsuite/stripe-connector-add-ons.md) the Stripe Connector Add-ons bundle `ID 502910`.
2. [Configure](https://docs.stripe.com/use-stripe-apps/netsuite/auto-pay-setup.md) the Auto Pay or Triggered Payments workflows (or both) according to your needs.
3. Confirm that you’ve set up all applicable configurable fields in the **General** tab, especially those under the section titled **Customer Synchronization Controls: Stripe to NetSuite Workflows**.
4. Confirm that you’ve set up the **Required account mapping** section in the **Account Mapping** tab.
5. Confirm that you’ve set up the minimum required fields on the **Field Mapping** tab.

**Test the Auto Pay and Triggered Payments workflows**:

1. Follow the steps on the [Auto Pay instructions page](https://docs.stripe.com/use-stripe-apps/netsuite/auto-pay-setup.md) and deploy the script deployment in NetSuite. Make sure all of the customer matching and saved payment method requirements are fulfilled for the records you want to use in your test.
2. Create a NetSuite transaction that meets your saved search criteria. Make sure to copy any Stripe object IDs to the `Stripe Customer ID` or `Stripe Payment Method ID` fields in NetSuite, if applicable to your use case.
3. Use either the single event deployment or wait for the scheduled deployment.
4. Verify that the payment records were created correctly in Stripe and NetSuite.
5. Verify that the NetSuite sales order or invoice status and amount due fields change as expected, and that the payment record is appropriately related or applied.
6. If you receive an error, you’ll see a Stripe Add-on Error message in the `Memo` field of the sales order or invoice.
7. If needed, go to **Stripe** > **Add-ons** and use the Auto Pay success and failure saved searches.

## See also

- [Stripe-initiated payments workflows](https://docs.stripe.com/use-stripe-apps/netsuite/setup/stripe-initiated-payments.md)
- [Stripe Billing and Invoicing workflows](https://docs.stripe.com/use-stripe-apps/netsuite/setup/invoice-automation.md)