Transform to Customer Payment is a powerful action that simplifies the process of converting invoices into customer payments within the NetSuite environment. By seamlessly integrating financial operations, this action enhances your ability to manage cash flow and track customer transactions efficiently. It allows you to streamline your accounting processes, ensuring that payments are accurately recorded and reconciled. This functionality is ideal for businesses of all sizes looking to improve their financial management and maintain healthy customer relationships.
Configuration
NetSuite - Connection (ver. 1.0.0)
URL
URL of your NetSuite instance.
Account ID
Account ID for NetSuite API.
Consumer Key
Consumer key for NetSuite API.
Consumer Secret
Consumer secret for NetSuite API.
Token ID
Token ID for NetSuite API.
Token Secret
Token secret for NetSuite API.
NetSuite - Configuration (ver. 1.0.0)
Error behavior
The available values are:
Fail and return response : The connector fails at the specified line but generates output with error details.
Fail without response : The connector fails - the error will be displayed only in the log.
Do not fail and return response : The connector does not fail but generates output records that may be marked with an error and detailed information.
Column
Data type
Allow null
Description
ID
String
No
Unique identifier for the invoice
CustomerPayment
NetSuite - Customer Payment v1.5.0
No
Reference to the associated customer payment for the invoice
NetSuite - Customer Payment Accounting Book Detail Collection (ver. 1.5.0)
Column
Data type
Allow null
Description
Links
NetSuite - Ns Link v1.1.0
Yes
Provides a link to the NetSuite API for accessing customer data
TotalResults
Integer
Yes
Indicates the total number of customer records retrieved
Count
Integer
Yes
Represents the number of customer records in the current response
HasMore
Bool
Yes
Indicates whether there are more customer records available
Offset
Integer
Yes
Specifies the starting point for the next set of customer records
Items
NetSuite - Customer Payment Accounting Book Detail Element v1.3.0
Yes
Contains the list of customer records retrieved from NetSuite
CustomFields
JSON
Yes
Holds any additional custom fields associated with the customer records
NetSuite - Customer Payment Deposit Collection (ver. 1.5.0)
Column
Data type
Allow null
Description
Links
NetSuite - Ns Link v1.1.0
Yes
Provides a link to the NetSuite instance for reference
TotalResults
Integer
Yes
Indicates the total number of customer records retrieved
Count
Integer
Yes
Represents the number of customer records in the current response
HasMore
Bool
Yes
Indicates whether there are more customer records available
Offset
Integer
Yes
Specifies the starting point for the next set of customer records
Items
NetSuite - Customer Payment Deposit Element v1.3.0
Yes
Contains the list of customer payment deposit records
CustomFields
JSON
Yes
Holds any additional custom fields related to the customer records
NetSuite - Customer Payment Credit Collection (ver. 1.5.0)
Column
Data type
Allow null
Description
Links
NetSuite - Ns Link v1.1.0
Yes
Provides a link to the NetSuite API for customer data access
TotalResults
Integer
Yes
Indicates the total number of customer records retrieved
Count
Integer
Yes
Represents the number of customer records in the current response
HasMore
Bool
Yes
Indicates if there are more customer records available for retrieval
Offset
Integer
Yes
Specifies the starting point for the next set of customer records
Items
NetSuite - Customer Payment Credit Element v1.3.0
Yes
Contains the list of customer payment credit records retrieved
CustomFields
JSON
Yes
Holds any additional custom fields associated with the customer records
NetSuite - Customer Payment Apply Collection (ver. 1.5.0)
Column
Data type
Allow null
Description
Links
NetSuite - Ns Link v1.1.0
Yes
Provides a link to the NetSuite instance for API calls
TotalResults
Integer
Yes
Indicates the total number of customer records available
Count
Integer
Yes
Represents the number of customer records returned in the current response
HasMore
Bool
Yes
Indicates whether there are more customer records to retrieve
Offset
Integer
Yes
Specifies the starting point for the next set of customer records
Items
NetSuite - Customer Payment Apply Element v1.3.0
Yes
Contains the list of customer records retrieved from NetSuite
CustomFields
JSON
Yes
Holds any additional custom fields associated with the customer records
NetSuite - Undep Funds (ver. 1.2.0)
Column
Data type
Allow null
Description
ID
String
No
Unique identifier for the customer in NetSuite
RefName
String
Yes
Display name of the customer used in the connector
CustomFields
JSON
Yes
Additional user-defined fields related to the customer
NetSuite - Payment Operation (ver. 1.2.0)
Column
Data type
Allow null
Description
ID
String
No
Unique identifier for the customer in NetSuite
RefName
String
Yes
Display name of the customer used in the connector
CustomFields
JSON
Yes
Additional custom attributes associated with the customer
NetSuite - Customer Payment Accounting Book Detail Element (ver. 1.3.0)
Column
Data type
Allow null
Description
Links
NetSuite - Ns Link v1.1.0
Yes
Represents the connection link to the NetSuite instance
ExchangeRate
Double
Yes
Indicates the current exchange rate for currency conversion
RefName
String
Yes
Contains the reference name for the customer record
Subsidiary
NetSuite - ID v1.2.0
Yes
Identifies the subsidiary associated with the customer
AccountingBook
NetSuite - Ns Resource v1.6.0
Yes
Specifies the accounting book linked to the customer
CustomFields
JSON
Yes
Holds any custom fields related to the customer record
NetSuite - Customer Payment Deposit Element (ver. 1.3.0)
Column
Data type
Allow null
Description
Links
NetSuite - Ns Link v1.1.0
Yes
Represents the connection to the NetSuite instance
DepositDate
DateTime
Yes
Indicates the date of the deposit transaction
Total
Double
Yes
Specifies the total amount of the transaction
RefNum
String
Yes
Contains the reference number for the transaction
Apply
Bool
Yes
Indicates whether the transaction is applied
CurrencyName
String
Yes
Specifies the currency used in the transaction
Remaining
Double
Yes
Represents the remaining balance after the transaction
RefName
String
Yes
Contains the name associated with the reference number
Doc
NetSuite - Ns Resource v1.6.0
Yes
Represents the document related to the transaction
CustomFields
JSON
Yes
Contains any additional custom fields for the transaction
NetSuite - Customer Payment Credit Element (ver. 1.3.0)
Column
Data type
Allow null
Description
Links
NetSuite - Ns Link v1.1.0
Yes
Represents the link to the NetSuite customer record
Amount
Double
Yes
Indicates the amount associated with the customer transaction
Total
Double
Yes
Represents the total amount for the customer transaction
CreditDate
DateTime
Yes
Specifies the date when the credit was issued
RefNum
String
Yes
Contains the reference number for the transaction
Apply
Bool
Yes
Indicates whether the transaction is applied to the customer account
Due
Double
Yes
Represents the amount due from the customer
CreatedFrom
String
Yes
Identifies the source document from which the customer record was created
Line
Integer
Yes
Represents the line number in the transaction
AppliedTo
String
Yes
Specifies the entity to which the transaction is applied
Currency
String
Yes
Indicates the currency used for the transaction
Type
String
Yes
Describes the type of transaction related to the customer
RefName
String
Yes
Contains the name associated with the reference number
Doc
NetSuite - Ns Resource v1.6.0
Yes
Represents the document related to the customer transaction
CustomFields
JSON
Yes
Contains any custom fields associated with the customer record
NetSuite - Customer Payment Apply Element (ver. 1.3.0)
Column
Data type
Allow null
Description
Links
NetSuite - Ns Link v1.1.0
Yes
Represents the link to the NetSuite customer record
DiscDate
DateTime
Yes
Indicates the date when the discount is applied
Amount
Double
Yes
Specifies the total amount associated with the customer
Apply
Bool
Yes
Indicates whether the discount should be applied
Line
Integer
Yes
Represents the line number in the transaction
CreatedFrom
String
Yes
Identifies the source document from which the customer was created
Type
String
Yes
Specifies the type of transaction related to the customer
DiscAmt
Double
Yes
Indicates the amount of discount applied to the transaction
Total
Double
Yes
Represents the total amount after discounts are applied
ApplyDate
DateTime
Yes
Indicates the date when the discount is applied
RefNum
String
Yes
Represents the reference number for the transaction
Due
Double
Yes
Specifies the amount due from the customer
Currency
String
Yes
Indicates the currency used for the transaction
Disc
Double
Yes
Represents the total discount amount applicable
JobName
String
Yes
Identifies the name of the job associated with the customer
RefName
String
Yes
Represents the name associated with the reference number
Doc
NetSuite - Ns Resource v1.6.0
Yes
Represents the document related to the customer transaction
CustomFields
JSON
Yes
Contains any custom fields associated with the customer record
Output
NetSuite - Response (ver. 1.0.0)
Column
Data type
Allow null
Description
StatusCode
Integer
No
HTTP status code returned by the NetSuite API indicating the result of the operation
IsError
Bool
No
Indicates whether there was an error during the operation
Message
String
Yes
Error or status message providing additional information
Status Code
200 Success
400 Bad request
404 Not found
500 Server error
February 19, 2025
Róbert Blažek