Auto-pay NetSuite Invoices based on the due date using Stripe and http://SuiteSync.io/

pay_due_netsuite_invoices_with_stripe.rb

# Author: <mike@suitesync.io>

require 'stripe'
require 'netsuite'

Stripe.api_key = ENV['STRIPE_KEY']

NetSuite.configure do
  reset!

  # NOTE that API versions > 2015_1 require a more complicated authentication setup
  api_version '2015_1'
  read_timeout 60 * 3
  silent ENV['NETSUITE_SILENT'].nil? || ENV['NETSUITE_SILENT'] == 'true'

  email ENV['NETSUITE_EMAIL']
  password ENV['NETSUITE_PASSWORD']
  account ENV['NETSUITE_ACCOUNT']

  wsdl_domain 'webservices.na1.netsuite.com'

  soap_header({
    'platformMsgs:preferences' => {
      'platformMsgs:ignoreReadOnlyFields' => true,
    }
  })
end

# http://stackoverflow.com/questions/16810211/netsuite-obtaining-invoice-balance
def amount_due_for_invoice(ns_invoice)
  search = NetSuite::Records::Invoice.search(
    criteria: {
      basic: [
        {
          field: 'type',
          operator: 'anyOf',
          value: %w(_invoice)
        },
        {
          field: 'mainLine',
          value: true
        },
        {
          field: 'internalIdNumber',
          operator: 'equalTo',
          value: ns_invoice.internal_id
        }
      ]
    },

    columns: {
      'tranSales:basic' => {
        'platformCommon:internalId/' => {},
        'platformCommon:amountRemaining' => {}
      }
    }
  )

  if search.results.size > 1
    fail "invoice search on internalId should never return more than a single result"
  end

  search.results.first.attributes[:amount_remaining].to_f
end

def retrieve_stripe_customer_reference(ns_customer)
  begin
    Stripe::Customer.retrieve(ns_customer.external_id)
  rescue Stripe::InvalidRequestError => e
    return
  end
end

def has_available_payment_source?(stripe_customer)
  stripe_customer.sources.count > 0
end

def determine_payment_source(stripe_customer)
  # depending on your business logic, you may want to choose a different payment source

  stripe_customer.default_source
end

def update_memo(ns_invoice, memo)
  NetSuite::Utilities.append_memo(ns_invoice, memo)

  if !ns_invoice.update(memo: ns_invoice.memo)
    fail "error updating memo"
  end
end

def process_invoice(ns_invoice)
  ns_customer = NetSuite::Utilities.get_record(NetSuite::Records::Customer, ns_invoice.entity.internal_id)

  stripe_customer = retrieve_stripe_customer_reference(ns_customer)

  if stripe_customer.nil?
    puts "no stripe customer\t#{ns_customer.entity_id}\t#{ns_customer.internal_id}"

    update_memo(ns_invoice, "Stripe: no linked customer")

    # at this point, you can send an email to the customer asking them to input their payment credentials
    # which would create a Stripe customer and link it to their NetSuite record
    # via an app like https://github.com/iloveitaly/netsuite_invoice_payment_with_stripe

    return
  end

  if !has_available_payment_source?(stripe_customer)
    puts "no available payment methods#{ns_customer.entity_id}\t#{ns_customer.internal_id}"

    update_memo(ns_invoice, "Stripe: no payment source")

    # at this point, you can send an email to the customer asking them to input their payment credentials
    # via an app like https://github.com/iloveitaly/netsuite_invoice_payment_with_stripe

    return
  end

  amount_due = amount_due_for_invoice(ns_invoice)

  payment_source = determine_payment_source(stripe_customer)

  begin
    charge = Stripe::Charge.create(
      amount: (amount_due * 100.0).to_i,
      currency: 'usd',

      customer: stripe_customer.id,
      source: payment_source,

      # this description will be added to the memo field of the NetSuite customer payment
      description: "NetSuite Batch Payment for #{ns_invoice.tran_id}",

      metadata: {
        # this metadata field instructs SuiteSync to create a CustomerPayment and apply it to the associated invoice
        netsuite_invoice_id: ns_invoice.internal_id

        # more metadata fields can be added to pass custom data over to the CustomerPayment
      }
    )
  rescue Stripe::CardError => e
    update_memo(ns_invoice, "Stripe: error charging payment source")

    puts "error charging payment source\t#{ns_invoice.tran_id}\t#{payment_source}"

    return
  end

  puts "invoice paid\t#{charge.id}\t#{ns_invoice.tran_id}\t"

  # optionally update the suitesync auth code field to allow for automatic refund creation from CreditMemos
  # ns_invoice.custom_field_list.custbody_suitesync_authorization_code = charge.id
  # ns_invoice.update(custom_field_list: ns_invoice.custom_field_list)
end

current_unpaid_invoices = NetSuite::Records::Invoice.search(
	basic: [
    {
      field: 'type',
      operator: 'anyOf',
      value: [
        '_invoice'
      ]
    },
    {
      field: 'status',
      operator: 'anyOf',
      value: ['_invoiceOpen']
    },
    {
      field: 'dueDate',
      operator: 'on',
      value: DateTime.now
    }
  ]
)

if !current_unpaid_invoices
  fail "error running invoice search"
end

current_unpaid_invoices.results_in_batches do |batch|
  batch.each do |ns_invoice|
    process_invoice(ns_invoice)
  end
end