Set up the NetSuite-Initiated Refunds workflow

Learn how to configure the NetSuite-Initiated Refunds workflow in the Stripe Connector for NetSuite (SCN).

Warning

If you’re migrating from SuiteSync to Stripe Connector for NetSuite, use the migration instructions.

The Stripe Connector for NetSuite supports the NetSuite-Initiated Refunds workflow. When you use the Stripe Connector Add-ons bundle ID 502910, both the bundle’s saved search and SuiteScript search for and act on credit memos, customer refunds, or cash refunds that were created in NetSuite. All functionality is prebuilt and relies on you creating these refund-related records in NetSuite.

Configure the NetSuite-Initiated Refunds saved search and script deployment

Installing the Add-ons bundle automatically creates a Stripe Custom Center tab in the colored bar on any NetSuite page. If you don’t see it, click the overflow menu (), which might also be hidden behind floating NetSuite elements.
Hover over the Stripe tab in the colored bar on any NetSuite page.
Go to Stripe > Add-ons > Manage Add-ons.
On the subtabs bar, click Stripe Add-ons.
On either the Inactive or Active subtab, locate NetSuite-Initiated Refunds.
In the NetSuite-Initiated Refunds row, click Show More and read the technical feature description.
You can also change the settings for the User Event script by clicking the link.
Click the saved search link for the Stripe Add-on NetSuite-Initiated Refunds Template to open the saved search template.
Edit the Type criteria values based on the record types you want the workflow to act on. The following table shows which NetSuite record types you can enable for this workflow. NetSuite record type Common use case Credit Memos Create a credit memo from a NetSuite invoice that was originally paid by Stripe. The workflow creates a Stripe refund against the original charge and then creates and links a NetSuite customer refund applied to the credit memo. Customer Refunds If the customer payment isn’t applied to any invoice, create a customer refund from it. The workflow creates a Stripe refund against the original charge and links it back to the customer refund. Cash Refunds If you’re creating cash sales in NetSuite and linking them to Stripe charges with metadata, create a cash refund from the cash sale. The workflow creates a Stripe refund against the original charge and links it back to the cash refund.
To narrow down the search results beyond Type, you can add additional criteria.
Don’t delete any of these criteria rows, which are required for the feature to function correctly:

Main Line: true
Stripe Last Modified (Custom Body): is empty
Refund via Stripe (Custom Body): is true
Memo: does not contain Stripe Add-on Error

Change the name of the saved search to remove template and optionally add another identifier, then click Save As. Make note of the name so you can find it later.
On the NetSuite page, go to Stripe > Add-ons > Manage Add-ons.
In the NetSuite-Initiated Refunds row, click View.
On the Script Deployment page, click Edit.
Configure the Schedule subtab as needed. The script can run as frequently as every 15 minutes, daily. To use this option, you must also configure the Start Time to 12:00 AM (00:00). If you configure a different time, the script only runs every 15 minutes starting at that time, until the end of the specific day at 11:45 PM (23:45). You can also set the schedule to Single Event, which you can use for testing or manually running one-time batches.
On the Parameters subtab, set the Records to Process Search to the newly named saved search you created previously.
Set the Stripe Account field if you want to use one Stripe account when the script deployment runs. Otherwise, you can leave this blank. You can see this dropdown on the following records: NetSuite account, Script Deployment page, subsidiary records, customer records, and transaction records. Select the record type in the hierarchy to associate with the Stripe account. If needed, you can edit the other record to configure the Stripe account. Note The dropdown lists all the available Stripe account custom records that you created during the Stripe Connector Add-ons bundle installation. You can create additional Stripe account records in a separate browser tab.
Click Save if you don’t want to deploy the script now. Otherwise, continue to the next step.

Deploy the script

Confirm your deployment timing:

In a NetSuite sandbox, you can deploy the script on a schedule or as a single event.
In a NetSuite production environment, you must carefully time the script deployment to prevent unintended behavior. This step in the process is the final trigger for the workflow to function.

On the Script Deployment page, configure the following: Note If you’re deploying to a NetSuite production environment, deselect the Test Mode checkbox.

Set the Status to Testing or Scheduled .
Select the Deployed checkbox when you want the deployment to be live.

Click Save.

Validate the script functionality

Confirm that at least one record meets the saved search criteria, as configured in the previous steps. If you’re in a test environment, you can create an automated test:

Find a NetSuite payment record that was originally created or linked by SCN. For example, you can use a customer payment that’s applied to a NetSuite invoice. Stripe can’t refund a payment it didn’t originally create.
Make sure the record has Refund via Stripe selected.
Create a related test refund record in NetSuite, based on the types you configured. For example, credit memo, customer refund, or cash refund.

Confirm the script is running:

If you configured a schedule and deployed the Script Deployment, the script now runs on that schedule.
If you configured a single event, go to the Script Deployment page and click Edit . Select Save and Execute from the dropdown next to the Save button.

After the script runs, go to the corresponding customer or payment in the Stripe Dashboard and verify the refund was created in Stripe.
If the scenario requires the SCN App to create a second record in NetSuite, verify that it was created. For example, if you create a credit memo that’s processed by the script, the SCN App creates a corresponding customer refund within a few minutes of the script running.