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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?
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