Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Update: Narrative Insights has been restored and is now available.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
How do you handle advance deposits in NetSuite without having the final customer information?
In our hospitality use case, the PMS sends us reservations with payments in advance, but at that time we don’t yet have the guest’s final details (tax ID / company info). We need to record the deposit in NetSuite as soon as it’s received, and later, when the guest checks in, apply that deposit to the correct customer invoice.
The challenge: deposits in NetSuite require a customer, but we only know the reservation number and maybe a contact name/email at the time of prepayment.
Question: What is the best practice you have seen or implemented to manage this situation in NetSuite? How do you record and later reassign or apply these advance deposits once the final customer is identified?
0