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NSC | Cash Sale > FAQs

edited Jan 31, 2023 10:06PM in Accounting / ERP

Q1. If a Customer has a Credit Card saved on their profile, it pushes onto the order as the Payment Method. Is there a way to save a Customer's Credit Card to their record without NetSuite wanting to use it on the order?

Answer: Yes. Open the Customer record, and navigate to Financial Tab. Scroll to the bottom of the screen and you should see subtabs Credit Cards or Payment Instruments.

  1. Once there, edit on the Payment Cards saved and uncheck the default box.
  2. After this is done, whenever you create a Sales Order, it will not automatically populate the

Kindly mark "Yes" if you find the reply to your question as helpful. This will aid the community to find the solution/answer much easier. Let's always mark a reply and help the community! ☺️

Shamaine Chan-Oracle | Ask a Guru

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