Oracle NetSuite

Your primer on the NetSuite integration and how it works with the Alternative Payments platform.

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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.

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Overview of synced items

The following items are synced from NetSuite when the integration is connected:

Sync Item	Sync Frequency
Invoices	Hourly
Customers	Hourly
Payments	Few Minutes
Deposits	Few Minutes
Archiving invoices	Hourly
Archiving customers	❌
Delete Payments	❌
PDF Invoices	❌

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Netsuite sync details

Item	Sync Details
Invoice Status Update	Invoice payment status updated in NetSuite will sync to Alternative Payments and vice versa. Note: Payment failures will not sync back to NetSuite and partners must manually revert the status back to unpaid in NetSuite. If an invoice is paid in the integration and the invoice is updated in NetSuite after the fact, no further updates will occur in Alternative for that invoice
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	Any partial invoice payments/credits applied in NetSuite will reflect in the outstanding balance of the invoice in Alternative Payments
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.

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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.

1. Install NetSuite bundle Ensure you have Administrator role permissions and follow the steps to install the bundle:

1. 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 under the SuiteCloud tab:

   1. Client SuiteScript

   2. Server SuiteScript

      1. SuiteTalk (Web Services)

   3. Rest Web Services

      1. Manage Authentication

   4. Token-based Authentication

1. 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 to select "Allow" the connection. Finally, you will be prompted to confirm your company. You will then be redirected back to your Alternative Payments dashboard.

1. Initial Sync + Account Set Up: In the Integrations section of your partner dashboard, the status will display as "Pending" until the sync process is complete.

   • Initially, the system will sync the last 12 months of data.

   • Once this is complete, it will proceed to sync all historical data.

   When the sync is finished, the status will update to "Connected". At this point, you can:

   1. Click Set Up Accounts within the NetSuite module.

   2. Select Undeposited Funds to record your payments.

   3. Choose the bank account where you receive payouts to record your deposits.

This setup ensures accurate recording and reconciliation of payments and deposits.

That’s it — you’re all set 🥳!

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