When a payment is matched in Kolleno, the system automatically sends the payment details to NetSuite — including the Payment Memo field.
By default, this field is populated with the payment reference received from your bank.
If you prefer to display a different value (for example, the transaction reference or internal note), the Payment Memo can be customised to fit your needs. Simply inform your Customer Success Manager quoting the setting code netsuite_account_transaction_memo_template, and the requested value will appear next to or instead of the Account Transaction Reference in NetSuite.
As shown in the example below, the Memo field includes the standard value — Payment reference: Accounts Transaction "Single line telephone INV1000080" — along with an additional identifier, "e99b3f27-750e-4703-a467-3c92b14662cf", which represents the unique Kolleno match ID.
At the time of writing this article, the dynamic fields available in the memo are:
Kolleno ID
amount
reference
description
name of the counterparty
Bank ID
date paid
Fields from related invoices such as: reference NetSuite internal ID, any NetSuite customer field. If there are multiple related invoices, they will be separated by commas.
Please note that these fields can be combined with any text around them.