Overview

This integration syncs payments applied to one or more invoices to and from NetSuite payments with Zuora. The payment integration is implemented as two separate syncs: Zuora payments to NetSuite and NetSuite payments to Zuora.

About the payment transaction sync

Custom fields will be added to the NetSuite payment object:

• Only processed payments will be synced to NetSuite.

• One payment may be applied to one or more invoices.

• No actual credit card data will be synced in either direction.

• The accounting code for the payment is determined by the payment method and is configured and maintained manually within the associated NetSuite Payment Method.

• Payments that are voided or cancelled before they are transferred to accounting will not be synced.

• A payment that has been transferred to accounting cannot be voided.

• Overpayments are not supported.

Review the Transaction sync preferences . These preferences are important, and control the behavior and data mapping of the sync, including the payment number.

Transaction sync notes

• Either payment sync can be disabled completely from the NetSuite Connector Advanced Settings. However, you should disable this only under the guidance of Zuora Services.

• The NetSuite Payment sync is disabled by default. To enable it, go to the NetSuite Connector Advanced Settings.

• The Zuora Payment sync will not execute if Zuora does not calculate taxes (if the NetSuite Connector Advanced Setting for Use Standard Invoice Sync is false ).

• If there is an error in Invoice sync or Credit Memo sync, the Payment sync is not triggered because payments are linked to invoices and credit memos.

• Payment transaction syncs will fail if the currency of the customer account on the NetSuite side is changed.

Next, refer to these topics:

• Payment transaction sync rules: Zuora to NetSuite

• Payment transaction sync rules: NetSuite to Zuora