Configuration

  • Updated

This self-implementation guide supports PayPack up to version 1.4.7.

To find the latest self-implementation guide, go to our new help documentation here.

General Settings

  • Insert Stripe Credentials into NetSuite
  • Enable/Disable PayPack
  • Add Stripe Statement Descriptors
  • Customize Stripe Customer Lookup Fields
  • Multi-Currency Lookup
  • Enable Credit/Debit Card on Sales Orders & Invoices

Custom NetSuite Mappings

  • Add/Update Customer Deposit Field Mapping
  • Add/Update Customer Payment Field Mapping

Schedule Customer Sync

  • Add Customer Sync Saved Search ID (used for header columns)
  • Add Mass Customer Sync Saved Search ID
  • Deploy nm PayPack for NS custsync mapr Scheduled Script

Recurring Billing

  • Select Recurring Invoice Charge Saved Search
  • Deploy nm PayPack Recurring Invoice Charge Bulk Scheduled Script

Email Notifications

  • Enable/Disable Send on Sales Order is Charged
  • Enable/Disable Send on Invoice is Charged
  • Enable/Disable Send on Successful Charge with Stripe Details
  • Enable/Disable Send Stripe’s Payment Confirmation
  • Add Company Name Field ID
  • Add Logo URL for Email Template
  • Add Phone Number for Email Template
  • Select Author for Email Template
  • Select Email Template

Insert Payment Link

  • Enable/Disable Payment Links
  • Enable Stripe Supported Payment Methods
  • Enable/Disable Save Payment Method in Stripe
  • Add Payment Intent Cancellation Saved Search ID
  • Deploy nm PayPack for Payment Intent Cancel Scheduled Script
  • Deploy nm PayPack for Payment Intent Process Scheduled Script
  • Enable/Disable Prepayment Payments
  • Define Global or Record Specific (Customer or Sales Order) Prepayment %
  • Define Global or Record Specific (Invoice) Partial Payment %

Include Surcharge

  • Define Surcharge Amount by Flat or Percentage Value
  • Define Surcharge Form Label
  • Select Surcharge Item
  • Add/Update Surcharge Invoice Mapping

Process Refunds

  • Select Credit Memo Item
  • Select Customer Refund Payment Method
  • Add/Update Credit Memo Mapping for Refund
  • Add/Update Customer Refund Mapping

Payout Reconciliation

  • Select NetSuite Bank Deposit Account
  • Select Netsuite Account to Track Stripe Fee
  • Select Netsuite Account to Track Unreconciled Deposits