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SurchargesUpdated 5 months ago

There are business use cases where you may want to charge a transaction convenience fee. When enabled, the surcharge fee is applied across any PayPack charge on the customer, sales order, invoice, and invoice group. On successful charge, a separate NetSuite invoice transaction is created with a new line item to track the surcharge without impacting the original transaction details.

  • Flat Amount Surcharge – Enter a static value (i.e. 5 for $5)
  • % Amount Surcharge – Enter a static value (i.e. 3 for 3%)
  • Surcharge Form Label – This form label only appears on the payment link page.
  • Surcharge Item – Recommend setting up a non-inventory or payment item to collect surcharge totals.
    Surcharge Invoice Item.png
  • Surcharge Invoice Mappings – When needing to populate required fields on an invoice transaction, enter metadata in JSON format to satisfy the requirement.
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Sample JSON data for Invoice Mapping

1{
2 "mapping": {
3 "fields": [
4 {
5 "generate": "otherrefnum",
6 "lookupName": "otherrefnumlookup"
7 },
8 {
9 "generate": "subsidiary",
10 "initializationDefaultValue": true,
11 "lookupName": "subsidairylookup"
12 },
13 {
14 "generate": "memo",
15 "lookupName": "subsidairylookup"
16 },
17 {
18 "generate": "shipmethod",
19 "hardCodedValue": "",
20 "fieldType": "text",
21 "discardIfEmpty": false
22 },
23 {
24 "generate": "shippingcost",
25 "hardCodedValue": 0,
26 "fieldType": "",
27 "discardIfEmpty": false
28 },
29 {
30 "generate": "taxcode",
31 "extract": "",
32 "hardCodedValue": -7
33 },
34 {
35 "generate": "shippingtax1rate",
36 "extract": "",
37 "hardCodedValue": 0
38 }
39 ],
40 "sublist": {
41 "item": [
42 {
43 "generate": "location",
44 "extract": "",
45 "hardCodedValue": 2
46 },
47 {
48 "generate": "taxcode",
49 "extract": "",
50 "hardCodedValue": -7
51 },
52 {
53 "generate": "shippingrate",
54 "extract": "",
55 "hardCodedValue": 0
56 }
57 ]
58 }
59 },
60 "lookups": {
61 "otherrefnumlookup": {
62 "resultFieldId": "tranid",
63 "recordType": "parent"
64 },
65 "subsidairylookup": {
66 "resultFieldId": "subsidiary",
67 "recordType": "parent"
68 }
69 }
70}
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