This guide is designed to give the user an overview of the integration and also provides detailed implementation instructions. PayPack will improve your OTC (order-to-cash) process by eliminating payment processing complexities and taking full advant

<p>This guide is designed to give the user an overview of the integration and also provides detailed implementation instructions. </p><p>PayPack will improve your OTC (order-to-cash) process by eliminating payment processing complexities and taking full advantage of available automation between Stripe and NetSuite.&#xA0;</p><p>PayPack SuiteApp offers a variety of payment features by incorporating Stripe&#x2019;s <a href="https://stripe.com/docs/api/payment_intents/object" rel="noopener noreferrer" target="_blank">Payments API</a>. This integration enables Stripe payments on NetSuite&#x2019;s <em>customer, sales order and invoice records</em>. Additionally Stripe refunds on NetSuite&#x2019;s <em>credit memo records</em>.&#xA0;</p><p>See below for potential use cases supported by PayPack.</p><ul><li>Company needs to take <strong>direct payment</strong> from a customer on a default saved credit card. &#xA0;&#xA0;</li><li>Manufacturer requires <strong>pre-payment</strong> of 20% before allocating resources to a customer&#x2019;s sales order. &#xA0;&#xA0;</li><li>Customer service was asked to <strong>bulk invoice</strong> 50 transactions from the past 2 months using the customer&#x2019;s credit card on file. &#xA0;&#xA0;</li><li>Business emails a customer an invoice with a <strong>payment link&#xA0;</strong>so they can pay via web browser or forward to their accounting department. &#xA0;&#xA0;</li><li>A utility company needs to automatically include a variable rate <strong>convenience fee</strong> for their customers based on their monthly usage tier. &#xA0;&#xA0;</li><li>A customer request a <strong>partial refund</strong> due to an unforeseen shipping delay. &#xA0;&#xA0;</li></ul><p>This NetSuite SuiteApp is built, maintained, and supported by Nova Module.</p><figure><span class="fr-video fr-deletable fr-rv fr-fvc fr-dvb fr-draggable" contenteditable="false" draggable="true"><iframe width="100%" src="https://www.youtube.com/embed/HqLdKx4R6no??si=wWmHDUIR-89meUx-&amp;wmode=opaque&amp;rel=0" frameborder="0" allowfullscreen class="fr-draggable"></iframe></span><br></figure><h4 id="supported-functionality">Supported Functionality</h4><ul><li>Sync Customer data from NetSuite to Stripe (on-demand or scheduled) &#xA0;&#xA0;</li><li>Add Credit/Debit Cards to Customer Account in Stripe from within NetSuite (on-demand) &#xA0;&#xA0;</li><li>View Credit/Debit Cards associated with a Customer Account in Stripe from within NetSuite (on-demand)&#xA0;</li><li>Charge Selected (or default) Customer Credit/Debit Card in Stripe off of a Sales Order record in NetSuite to create Customer Deposits in NetSuite &#xA0; &#xA0; (on-demand) &#xA0;&#xA0;</li><li>Charge Selected (or default) Customer Credit/Debit Card in Stripe off of an Invoice record in NetSuite to create Customer Payments in NetSuite (on-demand) &#xA0;&#xA0;</li><li>Charge Selected (or default) Customer Credit/Debit Card in Stripe off of a Customer record in NetSuite to create Customer Deposits in NetSuite in &#xA0; &#xA0; an unapplied status (on-demand) &#xA0;&#xA0;</li><li>Charge payment on bulk Invoices</li><li>Refund transactions from NetSuite to Stripe</li><li>Add payment links to NetSuite transactions (sales orders and invoices) &#xA0;&#xA0;</li><li>Add global prepayment percentage on sales order or partial payment on invoice payment links (custom record override available) &#xA0;&#xA0;</li><li>Add surcharge (flat or percentage amount) to NetSuite transactions and payment links &#xA0;&#xA0;</li></ul><h4 id="payment-api-flow">Payment API Flow</h4><figure><img src="https://attachments.gorgias.help/q0jJY2DY3z37eBWM/hc/984vj29Xmz6PKGOZ/2024110900-d0b5425a-4a5f-4706-8ded-33eb4827b4a9-payment%20api%20flow.png" alt class="fr-fic fr-dii"></figure><h4 id="refund-api-flow">Refund API Flow</h4><figure><img src="https://attachments.gorgias.help/q0jJY2DY3z37eBWM/hc/984vj29Xmz6PKGOZ/2024110900-1fbaf4b4-57d5-4cd3-8a08-d71f1e9a2e4e-refund%20api%20flow.png" alt class="fr-fic fr-dii"></figure><h4 id="data-levels-information">Data Levels Information</h4><div data-block-id="block-28bc0ead-4aa4-4634-b193-1b516c31ea26" id="isPasted"><span style="font-size: 15px;">PayPack supports Level 1, Level 2, and Level 3 data</span></div><div data-block-id="block-5a4a8b02-9616-40eb-97d3-d5bc9ba9e867"><span style="font-size: 15px;"><br></span></div><div data-block-id="block-7700732a-2251-49f3-bfe2-d3f93c8b118f"><span style="font-size: 15px;">Level 1, 2, and 3 data are used in payment processing to provide different levels of information about a transaction:&#xA0;</span></div><ul><li style="font-size: 15px;">Level 1: This is the most basic and common level of data, and includes the minimum information required to process a transaction. It includes the card number, expiration date, and transaction amount.&#xA0;</li><li style="font-size: 15px;">Level 2: This level includes all the information from Level 1, plus additional information such as the tax amount, customer code, and merchant&apos;s postal code. Level 2 data is often used for corporate, government, and business-to-business transactions.&#xA0;</li><li style="font-size: 15px;">Level 3: This level includes all the information from Level 1 and 2, plus even more details about the transaction. It includes line-item details such as product descriptions, quantities, prices, and more. Level 3 data is also often used for corporate, government, and business-to-business transactions, but typically for larger transactions.</li></ul><p id="isPasted">Keeping this guide updated is our priority. Therefore, relevant and applicable use-cases within the scope of this NetSuite app will be documented here in the guide.</p>

PayPack Overview

In general terms, the entire implementation process whether done as a self-implementation or a managed implementation consists of several stages. 1) Prerequisites2) Installation3) Configuration4) Testing (UAT)5) GoLive. Use the Configuration article

<p>In general terms, the entire implementation process whether done as a self-implementation or a managed implementation consists of several stages.</p><p>1) Prerequisites<br>2) Installation<br>3) Configuration<br>4) Testing (UAT)<br>5) GoLive</p><p>Use the <a href="/en-US/configuration-477083">Configuration</a> article as an implementation checklist.</p><h2 class="fusion-responsive-typography-calculated" data-fontsize="38" data-lineheight="45.6px" id="prerequisites">Prerequisites</h2><p>Before the installation, configuration and testing can begin, it is important to complete the prerequisites listed below.</p><ol><li><strong>Access to Stripe Account</strong><br>You will need access to your Stripe account&#x2019;s API keys. Either create one or ensure you have credentials to access. Click <a href="https://dashboard.stripe.com/register" rel="noopener noreferrer" target="_blank">here</a> to see details on how to create one if needed.</li><li><strong>Access to NetSuite Account<br></strong>You will need Administrator access to NetSuite Production and/or NetSuite Sandbox account. Click <a href="https://system.netsuite.com/pages/customerlogin.jsp?country=US" rel="noopener noreferrer" target="_blank">here</a> to log into your NetSuite account. It is highly recommended to test your integration before going live. NetSuite provides sandbox accounts on request. Please contact your NetSuite account manager.</li><li><strong>Access to Stakeholders</strong><br>You will need access to NetSuite administrators, accounting/finance, operations, and all organizational users involved with payment processing.</li></ol><h2 class="fusion-responsive-typography-calculated" data-fontsize="38" data-lineheight="45.6px" id="installing-paypack-in-netsuite">Installing PayPack in NetSuite</h2><p>Follow the instructions below to install PayPack&apos;s managed bundle.</p><ol><ol><li>Log into NetSuite Sandbox/Production environment using Administrator role credentials.</li><li>Navigate to Customization &#x2192; SuiteBundler &#x2192; Search &amp; Install Bundles.</li><li>Search Bundle name: <strong>PayPack<br></strong></li></ol></ol><p><strong><img src="https://attachments.gorgias.help/q0jJY2DY3z37eBWM/hc/984vj29Xmz6PKGOZ/2025060917-c275db81-92df-430b-82f1-dddcefd7d172-search%20&amp;%20install%20bundles%20keywords%20for%20paypack.png" class="fr-fic fr-dib fr-rounded fr-bordered"></strong></p><p>After the installation of the bundle, you will see a new navigation tab named PayPack</p><p><img class="fancybox img-border fr-fic fr-dii fr-rounded fr-bordered" src="https://attachments.gorgias.help/q0jJY2DY3z37eBWM/hc/984vj29Xmz6PKGOZ/2025071614-a5768379-6070-4fef-a69b-1f43b095b239-paypack%20netsuite%20navigation%20menu%20center%20tab.png" alt="novaApps.png"></p><p>Watch the video below for reference on installing PayPack in NetSuite.</p><p><span contenteditable="false" draggable="true" class="fr-video fr-deletable fr-rv fr-fvc fr-dvb fr-draggable"><iframe width="100%" src="https://www.youtube.com/embed/DRjeFmxXeNI?&amp;wmode=opaque&amp;rel=0" frameborder="0" allowfullscreen class="fr-draggable"><span class="fr-mk" style="display: none;">&#xA0;</span></iframe></span></p><h2 class="fusion-responsive-typography-calculated" data-fontsize="38" data-lineheight="45.6px" id="start-a-30-day-trial">Start a 30-Day Trial</h2><p><span style="color: rgb(0, 0, 0);">Navigate to PayPack &#x2192; Setup &#x2192; Configuration to activate a 30-day trial. PayPack is fully functional during the trial period.</span><span style="color: rgb(0, 0, 0);"><img src="https://attachments.gorgias.help/q0jJY2DY3z37eBWM/hc/984vj29Xmz6PKGOZ/2025060922-a7c9dfee-a602-4718-9491-7cdad5e85cc6-start%20a%20paypack%20trial.png" class="fr-fic fr-dib fr-rounded fr-bordered"></span></p><p><span style="color: rgb(0, 0, 0);">Follow the below video to start your PayPack trial today!<span contenteditable="false" draggable="true" class="fr-video fr-deletable fr-rv fr-fvc fr-dvb fr-draggable"><iframe width="100%" src="https://www.youtube.com/embed/Mt8UuBI2EbA?&amp;wmode=opaque&amp;rel=0" frameborder="0" allowfullscreen class="fr-draggable"></iframe></span></span></p>

Implementation

General SettingsInsert Stripe Credentials into NetSuiteEnable/Disable PayPackEnable/Disable Debug ModeSelect Authorize Only or Authorize & Capture Transaction TypeCustomize Stripe Customer Lookup FieldsAdd Stripe Statement DescriptorAdd Multi-Currenc

<h2 data-fontsize="18" data-lineheight="23.4px" id="general-settings">General Settings</h2><ul><li>Insert Stripe Credentials into NetSuite</li><li>Enable/Disable PayPack</li><li>Enable/Disable Debug Mode</li><li>Select Authorize Only or Authorize &amp; Capture Transaction Type</li><li>Customize Stripe Customer Lookup Fields</li><li>Add Stripe Statement Descriptor</li><li>Add Multi-Currency Lookup</li><li>Enable/Disable Credit/Debit Card on Sales Orders &amp; Invoices</li><li>Enable/Disable Real-time Payment Update Webhook</li><li>Enable/Disable Save Payment Method for Terminal</li><li>Enable/Disable Save Payment Mandate for Future Payment</li><li>Select Card Data Level (L2/L3)</li></ul><h2 data-fontsize="18" data-lineheight="23.4px" id="custom-netsuite-field-mappings">Custom NetSuite Field Mappings</h2><ul><li>Add/Update Customer Deposit Field Mapping</li><li>Add/Update Customer Payment Field Mapping</li></ul><h2 data-fontsize="18" data-lineheight="23.4px" id="schedule-saved-search-workflows">Schedule Saved Search Workflows</h2><ul><li>Add Manual Customer Column Saved Search</li><li>Add Mass Customer Sync Saved Search</li><li>Add Default Payment Method for Customer Saved Search</li><li>Add Generate Customer Statement Link Saved Search</li><li>Add Customer Installment Plan Saved Search</li><li>Add Recurring Invoice Charge Saved Search</li><li>Add Recurring Invoice Group Charge Saved Search</li><li>Add Retry Invoice Charge Saved Search</li><li>Add Retry Invoice Group Charge Saved Search</li><li>Add Sales Order Amount capture Saved Search (Authorized Status)</li><li>Add Invoice Amount Capture Saved Search (Authorized Status)</li><li>Add Auto-Bill Customer Payments Saved Search</li><li>Add Payment Intent Cancellation Saved Search ID</li><li>Add Auto Refund Saved Search</li></ul><h2 data-fontsize="18" data-lineheight="23.4px" id="insert-payment-link">Insert Payment Link</h2><ul><li>Enable/Disable Payment Links (Sales Orders, Invoices, Group Invoices, and Quotes/Estimates)</li><li>Enable/Disable Billing Address</li><li>Enable/Display Due Date</li><li>Enable/Disable Save Payment Method in Stripe</li><li>Enable/Disable Saved Cards</li><li>Enable/Disable Pay Other Amount</li><li>Enable/Disable Micro-Deposit Verification</li><li>Enable/Disable Payment Schedule</li><li>Define Payment Schedule Label</li><li>Enable Stripe Supported Payment Methods</li><li>Define Use Single Stripe Customer ID</li><li>Define Custom Transaction Details Field</li><li>Define Custom Invoice Group Details Field</li><li>Enable/Disable Sales Order Prepayment and Invoice Partial Payments</li><li>Define Global or Record Specific (Customer or Sales Order) Prepayment %</li><li>Define Global or Record Specific (Invoice) Partial Payment %</li><li>Modify Page Header and Footer Design</li><li>Modify Payment Confirmation Page Header</li></ul><h2 data-fontsize="18" data-lineheight="23.4px" id="customer-statement-link">Customer Statement Link</h2><ul><li>Modify Page Header and Footer Design</li><li>Modify Payment Confirmation Page Header</li></ul><h2 data-fontsize="18" data-lineheight="23.4px" id="include-surcharge">Include Surcharge</h2><ul><li>Enable/Disable Surcharge</li><li>Define Surcharge Amount by Flat or Percentage Value</li><li>Define Surcharge Form Label</li><li>Select Surcharge Item</li><li>Add/Update Surcharge Invoice Mapping</li><li>Enable Card Only</li><li>Enable Compliant Surcharging with InterPayments</li><li>Define InterPayments API Token</li><li>Enable/Disable InterPayments Test Environment</li><li>Add InterPayments Transaction Cancellation Saved Search</li></ul><h2 data-fontsize="18" data-lineheight="23.4px" id="process-refunds">Process Refunds</h2><ul><li>Select Credit Memo Item for Surcharge Refunds</li><li>Select Customer Refund Payment Method</li><li>Add/Update Credit Memo Mapping for Surcharge Refunds</li><li>Add/Update Customer Refund Mapping</li><li>Define Surcharge Refund Percentage for Bulk Refund</li></ul><h2 data-fontsize="18" data-lineheight="23.4px" id="payout-reconciliation">Payout Reconciliation</h2><ul><li>Select NetSuite Bank Deposit Account</li><li style="box-sizing: border-box;">Select NetSuite Account to Track Stripe Fee</li><li style="box-sizing: border-box;">Select NetSuite Account to Track Unreconciled Deposits</li><li style="box-sizing: border-box;">Select Custom NetSuite Stripe Charge Field</li><li style="box-sizing: border-box;">Select Custom NetSuite Stripe Refund Field</li><li style="box-sizing: border-box;">Select Custom NetSuite Stripe Dispute Field</li><li style="box-sizing: border-box;">Add/Update Payout Deposit Field Mapping</li><li style="box-sizing: border-box;">Select Filter Payouts by Status</li><li style="box-sizing: border-box;">Select Filter Payouts by Date Parameter</li><li style="box-sizing: border-box;">Select Deposit Pagination Size</li></ul>

Getting Started

PayPack Overview

Implementation

Configuration