Configuration Settings

The configuration settings are located under the Invoices to Stripe subtab within the Data Orchestration tab. The fields are organized under the Stripe Invoice Settings and Stripe Customer Settings sections.

Note: All configuration fields in the Invoices to Stripe subtab include descriptive help text. When you click on any field label, its description automatically appears, explaining the field’s purpose and usage.

Field Descriptions

• Enable Invoices to Stripe Flow: Check/mark to enable exporting NetSuite invoices into Stripe. Uncheck to stop all invoice exports.
  
   
• Saved Search for Stripe Invoice Add/Update: A saved search in NetSuite used to fetch invoice records with eligible statuses for export to Stripe. The search retrieves invoices corresponding to Stripe invoices to facilitate creation and status updates.
  
  Note: For a multi-subidiary environment, the search should be filtered by subsidiary mapping to avoid cross-account processing.
  
  
   
• Saved Search for Stripe Invoice Line Items: Specifies the saved search used to retrieve line-level details for each NetSuite invoice, including item, quantity, rate, amount, and other required line fields for Stripe invoice creation.
  
  
   
• NetSuite Non-Inventory Item for 250 lines: Defines the NetSuite non-inventory item to be used when an invoice contains more than 250 line items. In such cases, the integration creates a single consolidated line in Stripe, utilizing this item with the total invoice amount, rather than exporting individual line items.
  
  
   

• Customer Saved Search: Specifies the saved search used to retrieve NetSuite customer data for validating existing Stripe customers or creating new customers in Stripe when required.
  

Invoice Processing Conditions

• The following conditions define how NetSuite invoices are created, skipped, or updated in Stripe during the PayPack batch flow:
  • Open invoices in NetSuite without a Stripe Invoice ID, a new invoice is created in Stripe.
  • Paid in Full invoices in NetSuite without a Stripe Invoice ID, a new invoice is created in Stripe with an open status and is picked up in a subsequent run for status update to paid_out_of_band.
  • Void invoices in NetSuite without a Stripe Invoice ID; these invoices are not processed/ ignored.
  • Open invoices in NetSuite with an existing Stripe Invoice ID; these invoices are excluded from processing.
  • Paid in Full invoices in NetSuite with an existing Stripe Invoice ID, the corresponding Stripe invoice is marked as paid_out_of_band.
  • Void invoices in NetSuite with an existing Stripe Invoice ID; the corresponding Stripe invoice is voided in Stripe.