NetSuite Bundle Release Notes

April 4th, 2023 - 2.27.25

  • Payment Summary Screen for VT
    • With this new enhancement, you can now review your payment and billing information before completing a payment through Paystand’s virtual terminals—an extra security step so that you ensure your information is the correct one.
      Available on all virtual terminals, including invoices, sales orders, unapplied payments, unapplied customer deposits, and statements.
  • Customization for Capture Token Terminal
    • With this new feature, you can now customize the appearance and fields of the "Capture Payment” terminal in Netsuite by creating a custom preset using the Billing Portal Configuration in PayStand Dashboard.

March 13th, 2023 - 2.27.23

  • NetSuite Refund Records Default to Payment Instrument Used
    • Previously, creating a Refund meant the merchant had to select an option in the payment method field manually. We’re now auto-filling this field with the payment instrument used for the original payment.

March 7th, 2023 - 2.27.22

  • Quotes and Estimates Revamp
    • The “minimum amount to convert” field can now be toggled on and off from the Configurations page separately from the regular QE to SO feature.
  • Autopay Failed Notifications
    • The “Failed Autopay” report will now exclude Autopay failed attempts on sales orders that are closed or canceled.
  • Cash Sales
    • We have added a button to pay Cash Sales through a virtual terminal.

February 24th, 2023 - 2.27.20

  • Fixed Issue with Transfer Reports not Obtaining Transaction Details
    • Modified the logic of the deposit processor to add dynamic mapping in all cashback functions, not only for disputes since for this type of scenario in TR, we cannot ensure that our search always obtains the details of the transaction

February 14th, 2023 - 2.27.19

  • Fixed Edge Case for Credits for Sub-Customers
    • Credits were still being pulled from children and used to pay invoices unrelated to them. We have released a patch for this.

February 3rd, 2023 - 2.27.18

  • Settings for Unapplied Transactions
    • After doing a successful test pilot, we are not merging unapplied customer deposits into their own setting. Unapplied payments and unapplied customer deposits are now two separate features!
  • Fix for Credits for Sub-customers
    • When opening the virtual terminal from a customer record, only the credits belonging to that customer will both be surfaced and used to pay invoices belonging to that customer or its children.
  • Email Filters
    • The Paystand email button in a customer record will now read the NS_Params parameters and apply it as a filter for attached PDFs, invoices listed in the email template, and invoices surfaced in the checkout experience.

January 26th, 2023 - 2.27.16

  • Added logs to track data
    • Added logs for getSalesOrder function in the restlet script in order to get more data from checkout issue.

January 25th, 2023 - 2.27.15

  • Dynamic Mapping for Unapplied Customer Deposits
    • Fixed an issue where creating an unapplied customer deposit was attempting to map to an existing sales order and failed.
  • Added Dynamic Mapping Fields for Disputes
    • Fixed an issue where NS tries to process a TR, it sends a request to PS to get the details of said transfer, the response is negative and our scripts fail, so the dynamic mapping solution on disputes fails.

January 20th, 2023 - 2.27.14

  • Fix for Script Error Email Notifications
    • Changed access level of error logs to manage their notification triggers.
  • Fees Switch for Virtual Terminal
    • Added a checkbox to control fees in the virtual terminal of unapplied customer deposits, unapplied payments, invoices, and sales orders
  • Fixed Bug in Fees Calculation in VT
    • Fixed a bug where fees would continue to add up every time the screen was changed on the virtual terminal.

January 20th, 2023 - 2.27.12

  • Fix for Script Error Email Notifications
    •  Changed access level of error logs to manage their notification triggers.
  • Fees Switch for Virtual Terminal
    • Added a checkbox to control fees in the virtual terminal of unapplied customer deposits, unapplied payments, invoices, and sales orders.
  • Fixed Bug in Fees Calculation in Virtual Terminal
    • Fixed a bug where fees would continue to add up every time the screen was changed on the virtual terminal.

January 5th, 2023 - 2.27.12

  • Endpoint to provide name and type from Customer Record for Lockbox customers
    •  Our system now feeds customer data to checks marked as Unapplied Payment. The Unapplied Payments are assigned to a specific Customer Record and can later be linked to Invoices or Sales Orders.
  • Capture Payment Token - it auto closes the modal after 3 secs
    • We removed the ‘X’ button on the top right corner, and now once the token is captured the modal closes automatically

December 20th, 2022 - 2.27.10

  • Unapplied Customer Deposits
    • You can now create unapplied customer deposits through a virtual terminal or by sending a payment link to your customers.
  • Extended Data Sync (Optional to User)
    • Expanded the object attributes that we can sync from our users to do analytics.

December 14th, 2022 - 2.27.9

  • Fixed Issue with Unapplied Payment Email Attaching Invoice PDFs
    • Sending a payment request link via the unapplied payment UI would also attach all of the customer’s invoices in PDF format. We have removed these attachments.

December 7th, 2022 - 2.27.8

  • Alternate Email for Quick Pay
    • Added a field to the Quick Pay UI to send out the custom checkout link to create unapplied payments to a different email address.
  • Rebranded Quick Pay
    • Changed the name of Quick Pay to Unapplied Customer Payments.

December 6th, 2022 - 2.27.7

  • Performance Improvement in M/R

    • Applying a discount to multiple invoices will no longer load all remaining transactions after the amount of the discount has been fully applied. Furthermore, discounts are applied to invoices starting from the invoice with the largest amount to the smallest amount.
  • Failed Autopay for Paid Invoices to not Send Email Notifications

    • Invoices that have already been paid will not send out an error notification to merchants if their previously-scheduled Autopay runs and logically fails.

November 24th, 2022 - 2.27.6

  • Get a Sales Order from Another Publishable Key

    • Fixed a scenario that allowed for an invoice with a different publishable key to be paid through another subsidiary’s payment experience.
  • Changed Error Logs to Audit

    • Informative messages shown as errors were changed to audit level.
  • Dynamic Mapping for Sales Orders from Quotes

    • Improved our dynamic mapping logic to support sales orders created from quotes.

November 16th, 2022 - 2.27.5

  • Fix for Error when Applying a Journal Entry to an Invoice 

    • Added validation to run our Payload processor script only when a payment record is created. This way, in the cases when a payment is made with journal entries as credits, it will no longer throw an error.

November 14th, 2022 - 2.27.4

  • Internal Re-Architecture for Historical Data Sync
    • Improved internal architecture for historical data sync for a more robust and speedy data transfer.

November 8th, 2022 - 2.27.3

  • Additional Quick Pay Settings
    • Added a configuration setting to disable sending out email payment requests through the Quick Pay interface.
    • Added a plan-based option to disable receipts generated from Quick Pay unapplied payments.

November 4th, 2022 - 2.27.2

  • Fix for "Please enter value(s) for Payment Method" Error
    • Changed the logic for the function so if in case that the fund type is ”echeck”, our script will search in NetSuite for a payment method called “Paystand Network“

October 15th, 2022 - 2.27.0

  • Real-Time Data Sync for Dashboard
    • (Optional) Sync variables from saved transactions in real-time to connect to the Dashboard.

October 12th, 2022 - 2.26.57

  • Payment Interface Customization for NetSuite SuiteCommerce Advanced
    CSS code can now be injected internally to customize our payment interface launched from the SuiteCommerce Advanced extension.

October 10th, 2022 - 2.26.56

  • Improvement for Fees Switch
    • Enhanced the fees switch for Autopay so that when Autopay runs for multiple invoices, those with fees and those without fees have payments with fees and payments without fees applied respectively.
  • Cleaned Certain Types of Error Logs for Some Users
    • Changed the following log entries to audit and debug types to avoid sending an email notification out to the user:

2256 log.error(‘reduce - payStand.getSplitFee - getSplitFee', paymentRequest);
3257 log.error(‘reduce - payStand.getSplitFee - connectResponse', connectResponse);
4336 log.error('searchError', searchError);
5349 log.error('reduce - payStand.createPayment - paymentRequest', paymentRequest);
6350 log.error('reduce - payStand.createPayment - connectResponse', connectResponse);
9307 log.error(‘reduce - payStand.getSplitFee - getSplitFee', paymentRequest);
10308 log.error(‘reduce - payStand.getSplitFee - connectResponse', connectResponse);
11386 log.error('searchError', searchError);
12399 log.error('reduce - payStand.createPayment - paymentRequest', paymentRequest);
13400 log.error('reduce - payStand.createPayment - connectResponse', connectResponse);
16145 log.error('refundAfterSubmit - Create Refund', connectResponse);
19756 log.error('getTransferReport - payStandResponse', payStandResponse);
20773 log.error('getTransferReportEntries - payStandResponse', payStandResponse);
21789 log.error('getTransferReportEntries - payStandResponse', payStandResponse);
221007 log.error('getAccounts - payStandResponse', payStandResponse);
231027 log.error('getAccounts - payStandResponse', payStandResponse);
241062 log.error('getAllPaymentTokens - payStandResponse', payStandResponse);


September 27th, 2022 - 2.26.55

  • Posting Changes for Closed Periods
    • Implemented a change to allow split payments in closed periods to properly post and reconcile.
  • Bug Fix for Dynamic Discounting Endpoints
    • Fixed a bug that allowed users to select customers that didn’t belong to the user.
  • Support for Purchase Order Matching
    • Enhanced our product to support invoice matching by looking at the data recorded on a purchase order field.
  • Patch for “Undefined” Message Displayed in Fields for Capture Token in Quick Pay
    • Fixed a bug that caused “Undefined” to be shown in fields for the “Capture Token” screen on the Quick Pay feature for new customers.
  • Bug Fix on Close Buttons
    • Fixed a bug that caused Paystand floating UI in invoice and order entry records to not close.
  • Update on Help Texts for Autopay Custom Fields
    • Added appropriate help text to Autopay custom fields in invoice records.
  • Payment Method ID Automation
    • Patched an issue with bundle updates that caused payment method IDs to mismatch in personalized files linked to a specific customer record.

September 13th, 2022 - 2.26.54

  • Quick Pay Window Bug
    • Fixed a bug that prevented a user from closing the Quick Pay button.
  • Quick Pay Email Template Update
    • Enhanced the default email template sent from the Quick Pay feature.
  • Exchange Rate Discrepancy Broke Payment Application
    • Fixed an issue that caused a payment application for invoices in closed accounting periods to fail because the exchange rates did not match.

September 8th, 2022 - 2.26.53

  • Quick Pay Amount Sent Issue
    • Fixed a bug that prevented custom amounts from being sent to payers via email through the Quick Pay button.
  • Lockbox Issues Journal
    • Fixed various bugs related to journal entries for Smart Lockbox.

September 6th, 2022 - 2.26.52

  • Autopay Response Field Hardening
    • Enhanced the Autopay response field to cover additional exceptions and errors, and to display the appropriate message.
  • Cash Sale Payment Amount Registered Incorrectly in Netsuite
    • Fixed a bug where the payment amount received did not match the amount registered in NetSuite.


August 30th, 2022 - 2.26.51

  • Multi-Token Selection for Invoice/SO Autopay
    • You can now select which customer’s saved payment method to use for Autopay at the invoice/sales order level.

August 18th, 2022 - 2.26.450

  • Minor bug fixes & improvements

August 16th, 2022 - 2.26.49

  • Bug: Payable Billed Sales Order
    • Fixed a bug that allowed billed sales orders to accept payments from Paystand.
  • Fees Toggle for Autopay
    • Added a dropdown to turn on/off fees in scheduled Autopay payments. This dropdown can be enabled/disabled on the Configurations page if your plan includes fees.

August 10th, 2022 - 2.26.48

  • Fix on Customer Record Bug
    • Fixed an error generated from a Paystand script that prevented a merchant from editing a customer record for a subsidiary with no Paystand configuration.

August 8, 2022 - 2.26.47

  • Paystand Button for Customer Names with Apostrophes Issue 
    • Fixed an error that prevented the use of Paystand buttons when customer names have apostrophes.

August 1st, 2022 - 2.26.45

  • Select AutoPay Default Payment Method
    • Set a default Autopay token in a customer record. This token will automatically be selected when enabling Autopay for an invoice.
  • Non-Linear Dynamic Discounting Select Customers
    • While creating a Dynamic Discounting plan on the Paystand’s dashboard, Netsuite merchants are now able to add their Netsuite customers to the plan.


July 30, 2022 - 2.26.44

  • CAD Convenience Fees
    • Fix to bug where CAD credit card fees were being applied to the invoice amount and not to a “credit card fee” item.

July 29, 2022 - 2.26.43

  • Create Unapplied Payments from Checkout
    • New email template that includes a custom checkout link that creates an unapplied payment record in NetSuite for the amount paid.
  • Add NS_Ref to Unapplied Payments Checkout Link
    • Edit the unapplied payments checkout URL to add custom attributes that are saved to a selected field in the unapplied payment record created in NetSuite.

July 18, 2022 - 2.26.42

  • Create Unapplied Payments from the Virtual Terminal
    • Add a “Quick Pay” button to a customer record from which you can create an unapplied payment record with a custom amount.
  • Add References to Unapplied Payments from the Checkout
    • An array of dynamic attributes can be added to the checkout’s URL, which will enable merchants to save the values onto a field of their choice inside the payment record.
  • Attach a PDF to Emails Sent from a Sales Order
    • Attachments are now enabled for emails sent from sales orders.
  • Quickpay: Payments with Fees Added Completely as Credits to Customer Strikes Again
    • Resolved a bug where fees generated for payments made through the new “Quick Pay” button were being added to the customer’s account as credits.

July 5th, 2022 - 2.26.41

  • NetSuite - Cannot Read Property 'Length' of Undefined
    • Fix for an internal issue where the “length” property could not be read.
  • NetSuite - Paystand Discount Bug
    • Fix on a bug where processor failure continues to add up a discount.
  • NetSuite - Errors Credit in NetSuite Foreign Currency
    • Fixed a bug where the incorrect amount and currency of credits in the virtual terminal were being shown.


June 20th, 2022 - 2.26.39

  • NetSuite - Multi-Invoice Payment Support for E-Commerce Tools
    • Enable multi-invoice payments in the NetSuite e-commerce extensions MyAccount, SuiteCommerce, and SuiteCommerce Advanced.
  • Netsuite - Automatic Lockbox backlog checking
    • Fix on checks being skipped when a check is processed and the system tries to trigger a second check.
  • NetSuite - PS event status issue when it is processed by two deployments at the same time
    • Fixed event failure when there is more than one internal deployment processing that event.

June 15th, 2022 - 2.26.38

  • NetSuite - Unapplied Payments as Credits are Optional
    • Optional feature to disable the use of unapplied payments and only use credit memos as credits in transactions.


May 20th, 2022 - 2.26.36

  • NetSuite - Lockbox and Wires payments manual matching with Sales Orders (Only for Paystand Dashboards users)
    • Enablement of Lockbox and Wires payments manual matching with Sales Orders as we currently have it for Lockbox payments with invoices. This ability is enabled through Paystand Dashboard.  
  • NetSuite - Update on “Quotes & Estimates to Sales Orders” feature
    • Minimum amount to convert field got changed from Percentage Value to a Numeric value to specify an amount of money to convert. 
    • Error code based on Minimum amount to convert field, the error code is displayed when the merchant sets an amount greater than the total amount of the Quote & Estimate
  • NetSuite - Variables names update on NetSuite email Templates
    • Internal script update to optimize bundle and email templates updates. 
  • NetSuite - Filtering of Open Invoices in checkout by NetSuite Fields
    • Enable Open Invoice filtering for checkout / billing portal experience based on NetSuite Fields. This filtering is added on the “Pay Now” URL by attributes. 
  • NetSuite - Visibility of long Token names.
    • An improvement of the UI for Token selection has been released. The visibility of the Token Names changed. For long Token Names, the UI will display a 2 lines token name. 
  • NetSuite - Font color of invoice links on collection mails.
    • Links displayed on email templates were changed from gray color to blue. 
  • NetSuite - Optimization of Reconciliation process. 
    • Back-end improvement to process a greater number of transactions per day. 

May 20th, 2022 - 2.26.35

  • NetSuite - Journal entries matching with Paystand Dashboard payment methods
    • Paystand is enabling a manual matching option for these scenarios. This is the first of two development stages, to have this feature available, is required some more development from the AR Engineering team.
  • NetSuite - Autopay failure notification
    • Paystand enabled an Autopay Failure Notification for merchants to let them know when an autopay transaction fails, so they can proceed with their payers and fix the situation.
  • NetSuite - Warning messages for refunds wrong executed
    • This feature enables warning messages for users that process refunds records, this to notify when a change may cause a Transfer Report failure or issue.
  • NetSuite - Validation of “Multi Subsidiary” feature
    • A new added validation was added to Paystand Checkout load process, so it can validate “Multi Subsidiary” feature on merchant’s NetSuite environment.

May 11st, 2022 - 2.26.34

  • NetSuite - Autopay for Sales Order
    • Paystand is releasing the functionality and benefits of Autopay, now for Sales Order. The same feature already applied on Invoices, but now extending the functionality to SO.
  • NetSuite - Quotes & Estimates to Sales Order
    • Feature that allows merchants to send to their Prospects / Customers Quotes & Estimates with a Pay Now button, where their potential or current customers can pay for the quote, triggering an automation to convert the Q&E to a SO with the payment attached to it.

May 5th, 2022 - 2.26.33

  • NetSuite - Single invoice checkout congratulations message for full invoice payments.
    • Update on checkout experience for Single Invoice Payments, to keep known behavior after settling single invoices. Expected behavior is to see a Congratulatory message after a full invoice payment. 
  • NetSuite - Tokenization only for Subsidiaries with Paystand Configuration
    • Tokenization process was allowing customers from Subsidiaries that are out of Paystand Configuration to create tokens. This was updated so only customers in current Paystand configured subsidiaries can tokenize their payment methods. 
  • NetSuite - Invoice links in statement emails update
    • Paystand Email button with Links attached to the email template was throwing out an UNEXPECTED_ERROR error. This is an update of compatibility so the new bundle can allow invoice links in statement emails. 


April 26th, 2022 - 2.26.32

  • NetSuite - Token sync between subsidiaries
    • Update on synchronization process for merchants with multiple subsidiaries. Now each subsidiary will remember with their own tokens.
  • NetSuite - Duplicate refund record
    • Update on refund process to avoid duplication of records due errors on refunds applications. 
  • NetSuite - Refunds errors notifications due payment processing timing
    • New error messages for scenarios where merchants tries to process a refund during the payment processing period. (Credit Card 2-3 days, Bank transactions 4 days and ACH 6-7 days).

April 22nd, 2022 - 2.26.31

  • NetSuite - Transactions for subsidiaries update
    • Update to avoid errors due subsidiaries without Paystand Configuration.

April 20th, 2022 - 2.26.30

  • NetSuite - Bundle update Error
    • Error on Subsidiary Dropdown, causing errors for subsidiary reference functions. Error due Bundle update 2.26.29

April 19th, 2022 - 2.26.29

  • NetSuite - Balance Account per Invoice / SO
    • All transfer funds were deposited on the same Balance Account. Paystand enabled the option of have specific Balance Accounts per Invoice / Sales Order.
  • NetSuite - Deposit Record & Cashback info
    • Not enough information on Deposit Records & Cashback info, missing info on fields as Department, Class and Location, hard time to link Deposit with Invoice. Now Automatic Population of fields Department, Class and Location, Invoice Number displayed on Memo column.
  • NetSuite - Lockbox Setting the subsidiary for MultiSubsidiary
    • When a PayStand event is created from Lockbox and the customer has more than one subsidiaries. we got an error creating the payment. This is because the invoices belonga to the second subsidiary and not the primary
  • NetSuite - Unable to close VT Checkout
    • The close "X" icon is not available on the virtual terminal. No way to close Virtual Terminal Checkout

April 3rd, 2022 - 2.26.28

  • Netsuite - Paystand event syncing with payload processor
    • When the payload processor fails the Paystand event is being marked as "processed", when it should remain as "unprocessed" or "requires review" depending on the number of attempts 

March 15, 2022 - 2.26.27

  • NetSuite - Studco - Broken transfer reports in NS
    • Problem: Mismatch on Customer Deposit IDs was creating transfer report breaks
      • Solution: Queries Update to improve CD matching 
  • NetSuite - Statements and Virtual Terminal Payments per Currency 
    • User Case: Statements with more than one currency involved
      • Solution for Checkout / Billing Portal: The merchant will be able to collect statements for specific currencies based on a new Currency Argument. Is required one email template per currency
      • Solution for Virtual Terminal: The merchant will be able to select one specific currency to proceed with the payment, one currency at a time. 

March 10, 2022 - 2.26.26

  • NetSuite || Checks matching issue 
    • Issue: Peak Design is unable to match checks to invoices. When attempting to match the check, the “invoice not found” message appears. The CSM verified that the invoice is open in Netsuite. Unlike all other lockbox customers, Peak Design uses the ‘Channel Ref ID’ as the invoice number.

      • Status: Solved, We enabled Peak Design to match checks by searching with ‘otherrefnum'. 

  • NetSuite || Usage Limit exceeded for Paystand Dashboard Instances
    • Issue: Picasso required to sync more than 64 subsidiaries, currently the integration process was supporting only 64 subsidiaries, when they tried to sync the 65, the error SSS_USAGE_LIMIT_EXCEEDED appeared. 

      • Status: Solved, the issue was on NetSuite, we relocated the validation “NetSuite Connected?” to the configuration page. This enabled us to have 500 subsidiaries connected instead of 64. Now the validation is located under subsidiaries section.

March 1, 2022 - 2.26.25

  • NetSuite || Manual Wire matching 
    • Description: We are building a form to allow users to match invoices to payments. This is very similar to the experience of manual matching in Lockbox. The reason of this is to enable payers to receive wire payments, given the fact we do not have a way to automatically attach a wire payment with an invoice, is required to have the accountant to be able to proceed with the manual matching. 

    • Special Comment: There are more work to do in order to have the entire Wire experience, this is only a Special User Case scenario. 

February 21, 2022 - 2.26.24

  • NetSuite || Refund behavior for Sales Order
    • Issue: The issue is related to the refund for scenarios where the Sales Order has 2 or more payments / invoices. When the merchant tries to perform the refund, the logic only was finding the first payment to be refund. 

    • Solution: Now we are able to proceed with refunds for multiple invoices / payments on the same Sales Order

  • NetSuite || Refunds through PFA method 
    • Issue: The Paystand Refund Feature was preventing Refunds from any other source but Paystand Refunds. Customers requested the ability to perform the refunds with NetSuite PFA (Payment File Administration) feature. 

    • Solution: When a merchant has other tools to proceed with Refunds (Such as PFA), now paystand don't prevent the process and allow the refund. 

  • NetSuite || Payments application for Customer Hierarchy
    • Issue: Even with the "Consolidated Payments" feature, you can only make payments at the top-level and last-level of a customer hierarchy, this scenario is a payment made at level 3 (Level 3 of 4), an intermediate level and that is why NS does not show sub customer invoices as available for payment.

    • Solution: The solution involves the ability to proceed with payments at any level of a customer hierarchy.

February 14, 2022 - 2.26.23

  • NetSuite || Pay with Paystand button not working properly
    • Issue: A payment had issues because the name of the payer has an apostrophe, creating a SyntaxError on the backend. 

    • Solution: We are able to process names with special characters

  • NetSuite || Refunds validations status per event issue
    • Issue: When the user creates a SO in NS and makes a split payment (pay the transaction with more than 1 payment) and makes a refund for the SO total amount, we don’t have all the refunds updated on DB. For the first refund, PS validate the information on NS and update, for another refund applying at the same transaction don’t do the same validation.

    • Solution: Now we will able to validate all the refunds for SOs

January 31, 2022 - 2.26.22

  • Added “Custom Amount Due” field to Invoices and Sales Orders
    • NetSuite customers can now specify a custom amount (less than amount due) to receive as payment through checkout and virtual terminal.

  • Minor Bug fixes
    • Transfer Reports were failing when a split payment was applied to a sales order followed by a refund. This has been fixed.

January 12, 2022 - 2.26.21

  • Support for Dynamic Discounting
    • Support for soon to release feature, Dynamics Discounting, has been included in this version of the bundle.
  • Control Visibility of Paystand Buttons
    • Visibility of “Pay Invoice”, “Capture Token”, and “Sync Token” buttons can now be controlled from Paystand configuration page
  • Minor bug fixes
    • Refunds were failing for customers with custom payment method names. This has been resolved
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