Editing NetSuite Payment Notifications

Paystand sends a payment notification each time a payment lands against an invoice or sales order. Two versions go out, and you can change who receives either one:

  • Internal — tells your team that a payment was received.
  • External — tells the payer that their payment was received.

Diagram: a payment received triggers the Paystand workflow at Stage 1, which sends an internal notification to your team and an external notification to the payer. Both are edited in that same workflow.

One payment, two emails — and both live in Stage 1 of the same workflow. That's why changing an email means opening a workflow.

Both are driven by workflows in the Paystand SuiteApp, so you edit them in NetSuite rather than in Paystand.

Before you start

  • You need a NetSuite role that can reach Customization > Workflow > Workflows.
  • Know which notification you're changing. Paystand Email Notifications describes each one and when it's sent.
  • These workflows are live. Once you save, the change applies to every notification of that type going forward.

Payment notifications change types

On either notification you can:

  • Add or remove recipients, or change the sender, CC, or BCC.
  • Attach a PDF of the transaction to the email.

Diagram: the notification email's From, To, CC and BCC fields, and its PDF attachment, are all controlled by the workflow.

What the workflow controls on the outgoing email.

How to edit payment notifications

Diagram: navigate Customization, then Workflow, then Workflows, then filter the list by bundle 235016 to see the two Paystand notification workflows.

The path to the two Paystand notification workflows.

  1. In NetSuite, go to Customization > Workflow > Workflows.
  2. Filter the list by bundle 235016 — the Paystand SuiteApp. This narrows it to Paystand's workflows.
  3. Open the workflow for the notification you're changing:
    • PayStand Payment Notification — payments against an invoice or sales order
    • PayStand customer deposit notification — customer deposits
  4. Click Edit.
  5. Select Stage 1. In the pop-up, choose the notification you want to update — Internal or External.
  6. Make your change, then save the workflow.

Not sure which workflow drives which email? Check Paystand Email Notifications before you edit, or submit a request and we'll make the change with you.

If something doesn't look right

What you're seeing What to do
No workflows listed after filtering by bundle 235016 Your role may not have access to Customization > Workflow, or the Paystand SuiteApp may not be installed. Check with your NetSuite administrator.
You can't tell which workflow sends which email See Paystand Email Notifications for a description of each notification and when it goes out.
Recipients you saved earlier are no longer there Submit a request and we'll review the configuration with you.

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