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Documentation Index

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When you trigger a refund for a payment that Upflow initiated, we will export that refund to NetSuite. For a refund in Upflow, we generate a Customer Refund in NetSuite.

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Refund of a payment not applied to an invoice

When the original payment is not applied to an invoice, we will generate the refund and apply it directly to the payment. NetSuite - Refund applied to the original paymentUpflow - Refund applied to the original payment

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Refund of a payment with invoice allocation

When the original payment is applied to an invoice, we will leave the payment applied to the invoice and generate a credit memo on which the refund will be applied. If the payment impacts multiple invoices, we will generate multiple credit notes.

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Refund of a payment fully applied to an invoice

In the case of a refund for a payment that fully paid the invoice, we will generate a credit memo using the invoice line items. Upflow - Original payment applied to several invoicesUpflow - Refund applied to several credit notesNetSuite - Refund applied to several credit notesNetSuite - Credit memo created from the invoice following the payment refund

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Refund of a payment partially paying an invoice

When a payment only partially covers an invoice, we don’t know which line items of that invoice the refund corresponds to. As such, we ask you to select the appropriate line item in NetSuite that will be used to generate the credit memo. Upflow - Integrations payment sync settingsCredit Memo generated by Upflow using the Partial invoice refund line item