Customer Installment Plan

Efficient payment processing is essential for maintaining cash flow and customer satisfaction. PayPack's Stripe Installment Plan feature in NetSuite is designed to simplify and speed up the process of creating multiple customer payments.

A PayPack Installment Plan button is added on the customer record and directs users to the PayPack Stripe Installment Plan custom record where they can enter the scheduled payment plan details.

Once saved, a Map/Reduce scheduled script triggers and the customer payments in NetSuite and Stripe payments will be automatically created. The Stripe Payment Intent ID will be populated along with the data that the user entered.

Schedule: Default status when the record is created.
Success: A successful Stripe payment is processed. The Stripe Payment Intent ID will be added to the notes field.
Failure: An unsuccessful Stripe payment or NetSuite transaction does not create. An error message will be included in the notes field.

Key Features

Easy Payment Scheduling: A PayPack Installment Plan button on the customer record redirects users to the "PayPack Stripe Installment Plan" custom record. Users can quickly enter payment details such as amount, date, currency, and subsidiary in a sublist. This streamlined process reduces the need to navigate multiple records to create each payment.
Flexibility: Allows businesses to schedule future payments for specific products or services. Supports multiple currencies. Businesses can set up recurring payments or one-time future payments as needed.
Automation: Automatically generates both Stripe payments and NetSuite customer payments from the entered details. Reduces manual data entry, saving time and minimizing the risk of errors. Ensures payments are processed accurately and promptly.

Configuration

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

Saved Search

Go to Schedule subtab → Select saved search under STRIPE INSTALLMENT PLAN PAYMENTS SAVED SEARCH.

Saved Search for Single Account: PayPack Stripe Installment Plan Map Reduce [Main]
Saved Search for Multi Account: PayPack Stripe Installment Plan Multi Account Map Reduce [Main]

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 Stripe Installment Plan 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 Stripe Installment Plan MR Script Deployment.
- Settings/Configuration for the first run:
  1. Click on edit on this script deployment PayPack Stripe Installment Plan 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 Stripe Installment Plan 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.

Customer Installment PlanUpdated 4 months ago

Configuration

Saved Search

Map/Reduce Script