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What is the proper order when importing Payments and Credits?

edited May 12, 2023 3:48PM in Ask A Guru 5 comments

Hi team.


In our application, we have the ability to select multiple payments and credits to apply to invoices.

We could not find a way in Netsuite to select a list of credits OR payments to apply to a batch of invoices. Is there a way in Netsuite to select multiple payments for a single customer and apply them to a batch of invoices? If yes, could you provide instructions or screenshots?

If Netsuite only allows for the selection of one payment or credit at a time to apply to an invoice, what is the best practice for applying for payments or credits if both are available? In other words, from a financial transaction standpoint, which should be applied first (payments or credits)?

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