Important: Payment write-back in Upflow can only be used if you do not use SuiteSync in NetSuite.
How does it work?
When integrated with NetSuite on Upflow, you have two solutions concerning portal payment write-backs:
- You can use a solution outside of Upflow called SuiteSync
- Payments in NetSuite created by SuiteSync will be synced into Upflow.
- In NetSuite, the payment will be applied to the invoices using Stripe’s metadata.
However, we recommend using our solution, called the PaymentSync.
This simply implies to select the accounting account where the payment will be posted. You can select it in the Upflow App by heading to your Settings > Integrations page > Payments sync:
*If you use Payments by Upflow, you will see a different display, and the account selection is done during the onboarding (Onboarding & setup - Step 3).
If you have multiple subsidiaries from the same NetSuite instance connected in Upflow, to different organizations, you must select the accounting account for every subsidiary (in each organization Settings). Otherwise, some payments will not be written back to NetSuite.
⚠️ If you are already using SuiteSync, you must disable it before using PaymentSync, or it will create some payment conflicts.
Currencies
We export payments in the same currency as the one in Upflow. So, if a portal payment currency is different than your organization default currency (Settings > Company), it would still be imported in the currency the payment was made.
Memo and Document Number
The payment written back in Netsuite contains the following information:
- Memo = `Stripe ID: ch_xxxxxxx` - This is the ID of the Stripe Charge, or Payment Intent
- Document Number = `PY100040` - This is the number generated by NetSuite, it is also the ID used in Upflow’s Payment list view.
Failed payment write-back
In case of immediate failed payment, Upflow doesn’t export it. But if the payment fails later on (which can be the case for direct debits), we will create a refund against the payment in Upflow, with the memo Stripe ID: ch_XXX (void failed payment). The memo of the customer payment will be updated to Stripe ID: ch_XXXX (failed).