Your primer on the NetSuite integration and how it works with the Alternative Payments platform.
NetSuite is a cloud-based suite of business management applications designed to help companies manage their core business processes, including financial management, enterprise resource planning (ERP), customer relationship management (CRM), and e-commerce.
For partners using NetSuite, you can connect it to your Alternative Payments partner dashboard to sync invoices to our platform and auto-reconcile invoice payments back to NetSuite directly.
Overview of synced items
The following items are synced from NetSuite when the integration is connected:
Netsuite sync details
|Invoice Status Update
Invoice payment status updated in NetSuite will sync to Alternative Payments and vice versa.
|Changes to Unpaid Invoices
|Changes to unpaid invoices (amount and due date) in NetSuite will sync to Alternative Payments; changes to unpaid invoices in Alternative Payments will not sync back to NetSuite
|Partial Invoice Payments
|Partial invoice payments on NetSuite will not be reflected in the invoice amount in Alternative Payments portal (e.g. full amount of the invoice is shown)
|Customer Created in Alternative
|Customers created in Alternative do not sync to Netsuite
|Invoices Created in Alternative
|Invoices created in Alternative do not sync to NetSuite. When a payment is received, a stand-alone deposit is created in NetSuite
|Deleted Invoices and Customers
|Invoices archived in Netsuite are archived in Alternative hourly. Archiving customers does not archive in Alternative. It must be archived in NetSuite and then Alternative manually.
How to connect NetSuite to your partner dashboard
Connect NetSuite to make reconciliation easy by following these steps:
1 | Navigate to Integrations and then click Connect
Within your Partner Dashboard, select ‘Integrations’ and then select ‘Connect’ under the Oracle NetSuite module.
2 | Install NetSuite bundle
Ensure you have Administrator role permissions and follow the steps to install the bundle:
3 | Enable SuiteCloud Features
As the next step, make sure you enable the appropriate features to ensure the connection is successful in your NetSuite setup page:
- Client SuiteScript
- Server SuiteScript
- SuiteTalk (Web Services)
- Rest Web Services
- Manage Authentication
- Token-based Authentication
4 | Confirm the link setup
As a last step, confirm you have installed the NetSuite Bundle and enabled SuiteCloud features. Select “Continue” to finish connecting.
You will be redirected back to your Alternative Payments dashboard. That’s it — you’re all set 🥳!