Auto-Bill Payments

Auto-Bill Payments is an automated feature to streamline payments, boost cash flow, reduce errors, and improve customer satisfaction by taking a Stripe payment on the NetSuite Customer Payment record.

A NetSuite customer payment is a record of a payment made by a customer to settle an outstanding invoice. It's essentially a digital representation of a customer's payment, tracking the amount paid, the date, and how it was applied to reduce the customer's balance.

NetSuite customer payments serve as the backbone of your accounts receivable process. They are used to:

Track and Record Customer Payments

Centralized repository: All customer payments are stored in one place, providing a complete overview of your cash inflow.
Detailed information: Each payment includes details like payment date, amount, payment method, and applied invoices.

Apply Payments to Invoices

Invoice balancing: Payments can be applied to specific invoices, reducing outstanding balances.
Overpayments and credits: You can handle overpayments and create credit memos to adjust customer accounts.
Payment allocation: For multiple invoices, you can allocate payments based on different criteria (e.g., oldest invoices first).

A successful auto-bill of customer payment will automatically write back the Stripe Charge Id and check boxes Auto-Bill Script Triggered (PayPack) and Auto-Bill Processed in Stripe (PayPack).

Configuration

Navigate to novaApps → PayPack - Integrated Payment Processing Solution for Stripe → Configuration.

Saved Search

Go to Schedule subtab → Select saved search under AUTO-BILL CUSTOMER PAYMENTS SAVED SEARCH.

Saved Search Template: PayPack Auto-Bill Customer Payments Saved Search

Map/Reduce Script

After successfully adding all the saved searches to the Configuration - PayPack screen, navigate to create and schedule the MapReduce script. To do this, follow these steps:

Click Customization → Scripting → Scripts.

Filter the scripts to display only MapReduce scripts. You can achieve this by clicking Filters → Type and selecting Map/Reduce.
In the search bar, enter PayPack Auto Bill Customer Payments MR and click the View button.
Once you've accessed the script details page, you can deploy the script by clicking the Deploy Script button.
Clicking "Deploy Script" will take you to the Script Deployment page. This page allows you to schedule the script execution based on your requirements. You will find a parameter named "Stripe Account Id." This parameter requires the internal ID of the relevant "PayPack Stripe Accounts Configuration" custom record in NetSuite. By specifying the correct ID, you can ensure the script deployment runs for the intended Stripe account.
Navigate to Customization → Scripting → Script Deployments and select PayPack Auto Bill Customer Payments Script Deployment.
- Settings/Configuration for the first run:
  1. Click on edit on this script deployment PayPack Auto Bill Customer Payments MR.
  2. Users having single Stripe account can ignore entering the Stripe Account ID parameter.
  3. Hover on the save button and click on “Save & Execute” (optional).
- Setting/Configuration for the next runs:
  1. Click on edit on this script deployment PayPack Auto Bill Customer Payments MR.
  2. Navigate to the Schedule subtab and select the type of event.
  3. Enter the Start Date for the event.
  4. Select how often the event should be scheduled.
  5. Enter the End Date or Check No End Date checkbox.
  6. Click on Save.

Auto-Bill PaymentsUpdated 2 months ago

Configuration

Saved Search

Map/Reduce Script