NetSuite Credit Memo to Salesforce Financial

NetSuite Credit Memo to Salesforce Financial Flow

A credit memo is a record of credit due to a customer. Credit memo amounts can be applied toward the charges for specific items and for specific transactions such as invoices. A credit memo can be applied as payment. If the customer was refunded with a credit memo, the credit memo number is displayed on the receipt from the return transaction. You can apply that credit memo to the customer’s next purchase.

The flow brings updates from NetSuite to Salesforce as a sales order moves through fulfillment and billing in NetSuite. Various finance related events such as order approval, fulfillment, invoice/cash sales creation, acceptance of payment, generation of credit memos/cash refunds, and similar are replicated instantaneously within Salesforce, and attached as custom Financial objects to an account and opportunity.

The Connector will sync the pdf’s of the following transactions from NetSuite to Salesforce – sales order, invoice/cash sale, customer payment, credit memos/cash refunds.

The following screens depict the record in NetSuite and Salesforce. 

Credit Memo in Salesforce

The connector syncs financial transactions from NetSuite with a custom object called NetSuite Financial in Salesforce. The custom object is accessible from a global tab along with an account-level related list. To see all financial transactions for a given account, open the account and view the NetSuite Financials related list. If this related list is not visible on your Account page, please contact your Salesforce administrator to have it added to the Account page layout. Individual transactions can be viewed in more detail by clicking the Transaction Id link.