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Intelligent Payment Automation version 1.0.3 is now available in the SuiteApp Marketplace. The SuiteApp, powered by BILL, lets you automate payments, manage vendor details, and bank account information within NetSuite. Learn more
Transactions & Customer credit-card records
This is regarding access to the credit card records on customers during the sales process. Your insight is appreciated for utilizing this function/feature.
As a sales rep speaks with a customer on the phone, he/she learns if the customer wants to pay on-the-spot or be billed. These reps make many, many calls per day to renew subscriptions and sell new ones. They don't have the patience to switch forms between sales orders and cash sales. Further, we're not yet using the NS functions for billing, invoicing and accepting payments. We know the payment/billing status from a custom record provided by the fulfillment vendor, as described below.
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