Set up NetSuite-initiated payments workflows
Learn how to set up NetSuite-initiated payments with the Stripe Connector for NetSuite.
Warning
If you’re migrating from SuiteSync to Stripe Connector for NetSuite, use the migration instructions.
Before you begin
- Install the SCN Stripe app and connect it to NetSuite.
- Configure the general settings and workflows in the SCN Stripe app.
How to use this guide
- Learn more about each workflow below and select which workflows fit your use case.
- 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 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, the connector’s fully automated bank reconciliation workflow. Learn more 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 |
|---|---|---|
| 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 are then synchronized to NetSuite, represented as payment records and applied to transactions as appropriate. The Refunds, Disputes, and Deposit Automation workflows complete the payment lifecycle in the Full SCN integration. A limited free version 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 | Standard | Low-code with instructions |
Set up the NetSuite invoice or sales order payment page
| 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
| 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 | Standard | Low-code with instructions |
Set up the NetSuite customer payment page
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) |