Description:

Get the list of invoices, credit memos, customer payments, and customer refunds from NetSuite that have the Stripe transaction ID not empty and the Stripe exchange rate empty and update the exchange rate from Stripe onto these records in NetSuite

• Once the flow is scheduled Novamodule Get Transactions to Update Exchange Rates with Stripe Exchange Rates saved search is used to get the list of invoices, credit memos, customer payments, and customer refunds from NetSuite that have the Stripe transaction ID not empty and the Stripe exchange rate empty.
• Using a Stripe lookup we look for the exchange rate in Stripe for the transaction using the Stripe Transaction ID field in NetSuite

Credit Memo

• A filter on the NetSuite import checks if the record type is Credit Memo, if true it identifies the existing records using the following filter [["custbody_nm_stripe_balance_txn_id","is","{{{balance_transaction_response.id}}}"],"AND",["internalid","is","{{{transaction_internal_id}}}"]] . It updates the Credit Memo record with the exchange rate from Stripe on the Stripe Exchange Rate and Exchange Rate fields in NetSuite. It uses this filter to update the credit memo 

Customer Payment

• A filter on the NetSuite import checks if the record type is Customer Payment, if true it identifies the existing records using the following filter [["custbody_nm_stripe_balance_txn_id","is","{{{balance_transaction_response.id}}}"],"AND",["internalid","is","{{{transaction_internal_id}}}"]]. It updates the Customer Payment record with the exchange rate from Stripe on the Stripe Exchange Rate and Exchange Rate fields in NetSuite

Customer Refund

• A filter on the NetSuite import checks if the record type is Customer Refund, if true it identifies the existing records using the following filter [["custbody_nm_stripe_balance_txn_id","is","{{{balance_transaction_response.id}}}"],"AND",["internalid","is","{{{transaction_internal_id}}}"]]. It updates the Customer Refund record with the exchange rate from Stripe on the Stripe Exchange Rate and Exchange Rate fields in NetSuite

Invoice

• A filter on the NetSuite import checks if the record type is Invoice, if true it identifies the existing records using the following filter [["custbody_nm_stripe_balance_txn_id","is","{{{balance_transaction_response.id}}}"],"AND",["internalid","is","{{{transaction_internal_id}}}"]]. It updates the Invoice record with the exchange rate from Stripe on the Stripe Exchange Rate and Exchange Rate fields in NetSuite

Configure IO Settings:

•  Click on Settings - Payments - NetSuite to Stripe

• Select the NetSuite saved search for the list of invoices, credit memos, customer payments, and customer refunds from NetSuite that have the Stripe transaction ID not empty and the Stripe exchange rate empty which will be available after the bundle installation “Novamodule Get Transactions to Update Exchange Rates with Stripe Exchange Rates”. Make a copy of the saved search and use the copied saved search for any additional criteria or results

IO Mappings: 

• Map Stripe Exchange Rate and Exchange Rate  with the exchange rate from Stripe
• Map the Stripe Transaction ID from the transaction ID from Stripe