Description:

Get the list of open invoices from netsuite and create a customer payment if invoice is paid in Stripe or credit memo if the invoice status is uncollectible

• Once the flow is scheduled it gets the list of all invoices with the status as “open” in NetSuite using Novamodule NS Open Invoices to Lookup Into Stripe for Invoice Status Template saved search
• Looks for the invoice in Stripe with Stripe Invoice Id using a Lookup

Customer Payment

• A filter checks if the invoice status is paid and the payment is empty. If it satisfies both the conditions it enters the import
• It then creates a customer payment record over the invoice

Credit Memo

• A filter checks if the invoice status is uncollectible
• If the status of the invoice is uncollectible it creates a credit memo fo the invoice in NetSuite

Configure IO Settings:

•  Click on Settings - Invoice Status - Stripe to NetSuite 

• Select the NetSuite saved search for Open invoices which will be available after the bundle installation “Novamodule NS Open Invoices to Lookup Into Stripe for Invoice Status Template”. Make a copy of the saved search and use the copied saved search for any additional criteria or results

IO Mappings: 

• NetSuite Customer Payment Add

  • Gets the customer using a dynamic lookup with internal Id as field value with the filter ["custentity_nm_stripe_customer_id","is","{{{customer}}}"]. If the customer is not found the import errors out.
  • Subsidiary, account and class name values are mapped
  • Stripe Charge Id field is mapped to the charge from Stripe
  • A dynamic lookup is used to get the Invoice to apply the payment on it. The following filter is used to get the Invoice and the Internal id as the field value ["custbody_nm_stripe_invoice_id","is","{{{id}}}"]
  • If the invoice doesn’t exist this import errors out
  • Invoices Apply and Accounts are set to “true” in the mappings
  • Stripe Payment Id and external id would be “payment”(string) concatenated with the payment id joined by “_” (payment_<id>)

• Create Credit Memo for Stripe Uncollectible Invoice

  • Maps the customer, Stripe Invoice Id and location
  • Gets the invoice line id and applies credit memo for that invoice
  • Sets Use Dynamic Mode to true (In NetSuite, the "Use Dynamic Mode" option for credit memos refers to the ability to automatically populate certain fields on the credit memo based on the associated transaction or other criteria.It includes items, amounts and taxes)