Checkout Preferences

You can determine preferences for sales orders and how to bill for web orders.

To set checkout preferences:

1. Go to Commerce > Websites > Web Site List.
2. Click Edit next to a web site you want to edit.
3. On the Shopping tab (Checkout Preferences section) set preferences according to the following table.
4. Preference
5. Description
6. Sales Order Type
7. Select whether NetSuite should generate cash sales or invoice forms when you approve sales orders from your store.

• To let your customers decide how they want to pay, select Per Customer Basis.
• Note
• You must choose this option to retrieve payment terms for customers who pay when invoiced.
• If you use a payment method with a payment processing profile that supports the sales request and does not support the authorization request, you must select the Standard Sales Order form.
• To only accept credit cards, select a Cash Sale form.

1. Credit Card Form
2. If you selected Per Customer Basis in the Sales Order Type field, select the form that should be generated when customers pay by credit card.
3. Invoice Form
4. If you selected Per Customer Basis in the Sales Order Type field, select the form that should be generated when customers choose to be invoiced.
5. Set this field to a sales order or invoice form.
6. Customers must have terms set on the customer record and register in your site to be able to pay by invoice.
7. Click Save.