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NetSuite Pay – Credit Card Fee vs. ACH
We’re using NetSuite Pay and want to offer customers two payment options: ACH / bank account: no fee Credit card: automatically add a 3.5% processing fee Ideally, when the customer selects credit card, NetSuite Pay would calculate the fee, show it separately, and update the total before payment is submitted. When ACH is…
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How to pull the 'Credit Memo' under the customer payment > Apply > Credits Applied for a saved searc
Trying to create a saved search to pull the Credit Memo and the Applied to value on the Customer Payment > Apply > Credit Applied but I am getting blank results. The payment has not been applied to any invoice. Tried to follow this suiteanswer https://suiteanswers.custhelp.com/app/answers/detail/a_id/61740/loc/en_US but…
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To apply ONE customer payment to MULTIPLE invoices via csv import
Hi, Is there a way to apply one big payment from a customer to multiple invoices without creating a one-to-one payment record? Customer is looking to have: PYMT001 and being applied to INV001, INV002, INV003 and so on. This one payment normally needs to be applied to thousands of small specific invoices and I can't figure…
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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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CSV import for customer payment with credit memo
Hi all Please let me ask two questions related to CSV import for customer payment. ◇How should I set for "ACCOUNT" fields in mapping? I set "account" as the internal id and name of the chart of accounts in CSV. Both internal ID and name did not work. After importing, the transaction shows "undeposited funds" checked and…
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Bulk Email: How Does "Transaction Email" Work on Customer Payment Records?
Hi Expert, I'm using Bulk email functionality, i noticed here there are 3 option: customer email = system look for email from customer record 2. Transaction email = system look for email from transaction 3. Contact email = system look for email from contact master especially customer accept payment menu, how do i see email…
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NSC| Payment Form with Charge Credit Card checkbox defaulted to checked
Scenario The user has been using CyberSource to process Credit Card Payments. Their process involves defaulting the Payment transaction to Charge Credit Card. However, they noticed that the "Charge Credit Card" checkbox is no longer defaulting to checked. As a result, Credit Card transactions are not being processed unless…
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NSC | Understanding the computation for Payment’s Amount Due field
Scenario Users are confused about how the Amount Due on a Payment record is computed, as it does not match the actual amount due for the Customer or Vendor. Computation and Explanation Data Invoice Amount = $100 First Payment = $20 Second Payment = $30 Third Payment = $40 Upon first payment Amount Due is equal the Original…
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Customer Payment: Is it possible to remove or disable the “Auto Apply” button
Hi Everyone, We want to ensure that customer payments are only applied according to the customer’s remittance advice. Currently, the “Auto Apply” button on the customer payment form allows users to apply payments automatically, which sometimes causes misapplications and reconciliation issues. Is there a way to: Remove or…
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Accept Customer Payment in a Different Currency
Hi Gurus! Is there a way for us to record Customer Payment in a different currency than it was on the Invoice? Thank you!