When you receive online payments via Upflow, our native integration will automatically synchronize them in real-time to your NetSuite instance so your accounting is always up-to-date đ
Basic configuration checklist
Undeposited funds
When you receive an online payment, the funds don't land directly on to your bank account as they transit via your Upflow payment account first. You can configure on which account you want to those payments to be recorded from your Setting > Integrations section.
Failed payments
Our integration records failed payments as a pair of a customer payment + a refund in NetSuite. This is to ensure consistent behavior across failures as some of them may be asynchronous, typically for unsuccessful direct debits.
In order for those writebacks to work properly, you need to ensure that the Refund Method field is set as optional (i.e. not "mandatory) in your Customer Refund preferred form:
| Customize the "Customer Refund" form, and go to "Screen Field > Refund Method" to make the refund method optional. |