NetSuite Payment Sync to Salesforce Financial Record

NetSuite offers many payment processing features. How you receive and record payments for invoices varies depending on the features enabled in your NetSuite account. When a customer remits payment for an invoice, apply the payment to the appropriate invoice in NetSuite.

About the Payment Sync

When a Salesforce Opportunity ultimately results in the payment of a NetSuite Invoice, the Payment sync sends information about a payment received for an invoice in NetSuite to the Salesforce Opportunity as a Salesforce Financial record of the type Payment. The Financial record in Salesforce is read-only.

The Payment sync is triggered when the following conditions are met:

• If a payment is made for an invoice that resulted from a Salesforce Opportunity, the Payment record will be synced to Salesforce as a custom Financial record of the type Payment.

  Note:

  Payment records created in NetSuite for Sales Orders which did not originate in Salesforce are not synced to Salesforce.

• If a Payment that was previously synced to Salesforce is updated, those updates will trigger a sync to update the corresponding Salesforce Financial record of the type Payment.

For successful Payment syncs, you will see Operation Succeeded in NetSuite. In addition, for custom fields in the NetSuite Customer payment object, the Salesforce Customer Payment ID will have a Salesforce Financial Id, and the sync status will be Completed.

Note:

For Payment syncs, an Invoice .pdf file should be attached to the related tab of the Salesforce Financial Customer Payment type record.

If this sync fails, you will see an appropriate status message in both NetSuite and Salesforce.

The following tables show the mapping between NetSuite Payment fields and Salesforce Financial fields to ensure that identical data is maintained in both applications.

Payment Fields Mapping

NetSuite Payment Fields	Salesforce Financial Fields
account	Oracle_account__c
custbody_sfdc_invoice_number	id
trandate	Oracle_transaction_date__c
tranid	Oracle_transaction_Id__c
total	Oracle_total__c
status	Oracle_transaction_status__c
memo	Oracle_memo__c
id	Oracle_netsuite_Id__c
amountremainingtotalbox	Oracle_Balance_Due__c

Lookup Payment Fields Mapping

NetSuite Payment Fields	Salesforce Financial Fields
currency	CurrencyIsoCode

General Notices