Viewing Bank Slip and Pix Information in NetSuite

TL;DR: This article explains how to view bank slip and Pix payment information in NetSuite through the Brazil Banking Integration SuiteApp. This feature allows users to track payment statuses and access important details related to bank transactions.

How Do You Access Bank Slip and Pix Information?

To view bank slip and Pix payment information, follow these steps:

1. Navigate to Transactions > Sales > Create Invoices > List.
2. Click View next to the invoice you wish to examine.
3. Select the Brazil Banking Integration subtab.
4. Click on the ID of the payment instrument record. This action opens the A/R payment instrument record.
5. Check the Status field to see the current status of the bank slip or Pix payment. For more details about each status, refer to the Status Details field.

How to Access Bank Slip Details

For bank slips, you can:

• View the Bar Code which contains the characters that form the barcode.
• Review the Numeric Representation that corresponds to the barcode digits.
• If bank slip files were generated, you can either open it by clicking View in the PDF File field or download the slip to your device by clicking Download.

How to Access Pix Details

For Pix payments, you need to:

• Check the QR Code field which displays both the alphanumeric and pictorial representations of the QR code.
• To copy the alphanumeric form, click Copy QR Code.
• To save or copy the pictorial image, right-click on the QR code and select the appropriate option.

Viewing Operation History

To review the history of operations performed with the payment instrument:

1. Click on the Operations subtab.
2. Examine the operations related to the payment instrument along with their statuses.
3. Click the ID of any operation to open the related A/R automation record for more detailed information.

Key Considerations

• Each installment in a transaction generates an A/R payment instrument record. If no installments exist, the transaction is treated as having a single installment.
• Bank slips facilitate payment collection, while Pix provides a modern QR code-based payment method. Both options enhance the efficiency of A/R processes within Brazil's banking system.

Source: This article is based on Oracle's official NetSuite documentation.

Key Takeaways

• Viewing bank slip and Pix information is essential for tracking payment statuses.
• The Brazil Banking Integration SuiteApp creates detailed A/R payment instrument records.
• Users can verify various payment details, including QR and barcodes.
• History of operations provides insights into payment processing status.