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How to unapply a Journal Entry applied to an Invoice as a zero-dollar Customer Payment via SOAP — wh
We have a Boomi integration that applies Journal Entries to customer invoices using a zero-dollar CustomerPayment UPSERT via SOAP. The process works like the manual NetSuite workflow: open the invoice → Accept Payment → Credits tab → select the Journal → save. The result on the invoice is an "Journal" (Journal Entry) shown…
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Customer Payment CSV imports with journals as Invoices and Credits
Hi everyone, Release 2026.1 now supports Credits tab on Customer Payments CSV Import. However, Im not being able to perform 1 import with Invoices and Credits (In this case both are Journal Entries) Im using internal ID for Accounts, Subsidiaries and Transactions. This is the Invoices tab: This is the Credits tab: And this…
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The customer payment cannot be voided.
Open the transaction for editing. Click Void. Do you have a way to check and fix it?
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Issue: Incorrect installment allocation when applying payments to sales transaction
Hi everyone, I’m facing an issue with installment allocations in NetSuite and would appreciate any insights. Here’s the scenario: I have a sales transaction with 5 installments. I’m applying 3 payments (journal entries) to offset specific installments. When I select the 3 payments, the total applied amount is 25.50. The…
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Customers Pay EFT/ACH in Customer Center
How can customers pay with EFT/ACH in the Customer Center portal?
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How to allocate Customer Invoices and Payments via CSV import?
Hi, I have some customers where we have posted invoices and we've posted payments without allocating against an invoice. Is there a way to match these via csv? I don't want to post additional payments to the customer, I just want to be able to do the matching in something like Excel to give me an upload of invoices and…
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Customer Payment - Memo set only on Debit Line
Hello everyone! I hope you all are doing great! We are creating customer payments via RESTlet and we set the "Memo" field: However, this memo doesn't apply to the credit line on GL Impact: How do you set the memo on both lines? Debit and Credit? Thank you!
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View payment application history
Is there a way to view history of how a customer payment was applied - preferably by user? I have tried system information, but this only gives the information once the invoice has cleared in full. I have also run the A/R Payment History by Invoice, but this gives an overall view of how it was applied. I have a payment…
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How to specify Payment Method in REST POST for CustomerPayment
I am REST POSTing the following json to CustomerPayment: { "apply": {"items": [ { "doc": { "apply": true, "id": 109307769 }, "amount": 1.0 } ] } , "customer": { "id": 19581797 }, "autoapply" : false , "payment": 1 , "paymentMethod": { "internalId": 11 } } However I get back the error message 'Please enter value(s) for:…
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Customer Payment CSV Import
I have done this before with no problems at all. Need to apply customer payment to various invoices. My External ID on the CSV is just a generic unique identifier (CP-001, CP-002, etc.) but I keep getting the error message, "Could not find record with External ID = CP-001". It shouldn't be looking up the invoice with that.…