NetSuite SuiteApp Integration

What's New

• Paying by Project or Job in NetSuite with Paystand
• Restricting the Virtual Terminal to Pre-Stored Payment Methods

Payment Notifications

• Payer's receipt
• How to send an email receipt for a payment in Netsuite
• Editing NetSuite Payment Notifications

General Ledger & Reconciliation

• How to identify voided payments in a transfer report?
• How do the scripts work in Netsuite
• What is Undeposited Funds in Netsuite?
• Changes for GL accounts in Netsuite

User and Access Management

• Request Admin access
• Assign Administrator Role to Employee in NetSuite
• Access Token in NetSuite
• Requesting NetSuite Suiteapp Access for Paystand
• How to provide a temporary password for my NetSuite account
• Resetting a users NetSuite password 2FA

Admin & Configuration

• Change your Bank account
• Branding Materials
• How to Reconnect Your NetSuite Environment to Paystand Sandbox After a Sandbox Refresh
• Guide to the NetSuite Settings Form
• How to uninstall the Paystand Bundle
• How to check the bundle version for Netsuite

Taking Payments

• Invoice
• Sales Order (SO)

• Maximizing Efficiency with Paystand's NetSuite Integration: Your Essential Guide

Main Features

• Fees
• Checkout
• Funds on file & Tokens
• Credit Memos
• Dynamic Discounting
• Smart Lockbox

• Grouped Invoices Support

Refunds and Disputes

• FAQs

• What is an ACH Chargeback?
• What is a Dispute?
• Provide Evidence for Disputes
• Best Practices for Handling Disputes on Sales Orders
• Why is an expense bank account required for handling disputes?
• Create a Journal Entry for Disputes in Netsuite

NetSuite Bundle Release Notes

• NetSuite Bundle Release Notes

NetSuite FAQs

• Troubleshooting Guide: "Checkout Unavailable" Error
• How can you tell the credit card was used by customer vs virtual terminal?
• Why is the Customer Deposit from the payer not reflected in the Sales Order?
• Is it possible to inactivate the Virtual Terminal to take payments for Quotes inside Netsuite?
• How to fix Duplicate Payments in Netsuite
• The payer confirms they have processed a payment, why can I not find the Payment in Netsuite?