The PayPack Customer Statement Link is a powerful feature that gives your customers a secure, personalized portal to view and pay their open invoices and credit memos. This unique link provides a real-time view of their account, allowing them to select which items to pay and settle their balance easily. The entire process is automated, from payment submission to record creation in NetSuite, ensuring a seamless and traceable transaction.

Key Features

• Currency-Specific Filtering: If a customer has transactions in multiple currencies, a dropdown menu appears on their statement page, allowing them to filter and view invoices and credit memos for a single currency at a time.
• Selective Payments: Customers have the flexibility to select specific invoices and credit memos they wish to pay, enabling partial or targeted settlements of their outstanding balance.
• Automated Record Creation: When a customer initiates a payment, a PayPack Customer Statement Log is created in NetSuite to track the transaction. After a successful payment, all related records—like Customer Payments and Credit Memo Applications—are automatically generated and linked.
• Stripe & NetSuite Linkage: For easy reconciliation, a direct URL to the PayPack Customer Statement Log in NetSuite is added to the metadata of the corresponding Stripe Payment Intent.
   

The Customer Experience

The Statement Page

When a customer clicks their unique link, they are taken to a statement page that displays:

• A list of all their open invoices and credit memos.
• A currency dropdown menu if they have transactions in more than one currency.

From here, the customer can select the invoices and credit memos they wish to pay and see the total selected amount update in real-time.

The Payment Process

1. After selecting items, the customer clicks Review and Pay.
2. This action immediately creates a Customer Statement Log in NetSuite and redirects the customer to a secure Stripe Checkout session.
   
3. The customer enters their payment details and completes the transaction.
4. Upon successful payment, the system adds a link to the NetSuite statement log in the Stripe transaction's metadata for easy cross-referencing.