Tag: customer payment

How to Allocate a Slight Overpayment and Round Off in a Single Customer Payment Entry?

Requirement I have a customer invoice in NetSuite with an amount of 3,475.50, but the customer paid 3,476.00. I want to apply 3,475.50 to the invoice and allocate the extra 0.50 as a rounding adjustment, all within a single Customer Payment entry. However, I do not see any option for Write-off or Discount on the Customer Payment page. I am logged in as Administrator, so permissions shouldn’t be… Continue reading How to Allocate a Slight Overpayment and Round Off in a Single Customer Payment Entry?

Apply the unapplied amount from customer payment

We can record customer payments for multiple invoices within the same payment record. However, if a payment exceeds the invoice amount, the excess amount to be applied to invoices will appear under the “Credits” subtab of the customer payment record. This credit can then be applied to the corresponding invoice as needed. If a customer… Continue reading Apply the unapplied amount from customer payment

Saved search do not display all the records as in total number of results in Customer Payment record

When a saved search was created for customer payments, the total search results showed 365 records. But when navigated to other pages of the results, it showed ‘ No Search results match your criteria. When the data was exported also, all the records were not exported. This issue was caused by the addition of Payment… Continue reading Saved search do not display all the records as in total number of results in Customer Payment record

Change default option in Customer Payments from Undeposted funds to Account

Scenario: By standard in NetSuite, the undeposited funds option is selected on the customer payments creation page. The client usually does not use the undeposited funds in customer payments. Additionally, since the default is undeposited funds, the transactions are being saved in Undeposited status and user often forgets to choose the bank account since no… Continue reading Change default option in Customer Payments from Undeposted funds to Account

Limitations of Customer Payment REST API in NetSuite

The standard REST API for updating customer payments in NetSuite currently lacks the capability to update the payment method within a payment transaction. There are no fields available to send this information to the NetSuite endpoint. As a result, the only way to update the payment method for a payment transaction is through customization. One… Continue reading Limitations of Customer Payment REST API in NetSuite

Customer Payment Rest API

NetSuite exposes the customer payment record to REST web services. A customer payment transaction records a customer payment and applies it to the appropriate invoice or cash sale, decreasing the amount due, and tracking revenue. The customer payment record has no subrecords. Record ID The record ID for the customer payment REST record is customerpayment. Creating… Continue reading Customer Payment Rest API

Adding credits applied details in the email template as a table.

The credits applied cannot be fetched in the beforeSubmit and afterSubmit contexts from the payment record. It can be accessed in the beforeLoad context.  * @NApiVersion 2.1  * @NScriptType UserEventScript  */ define([‘N/record’, ‘N/search’, ‘N/ui/serverWidget’, ‘N/email’, ‘N/render’, ‘N/format’],     /**      * @param{record} record      * @param{search} search      * @param{serverWidget} serverWidget… Continue reading Adding credits applied details in the email template as a table.

Approving Customer Payments

Approving Customer Payments with Payment Holds Customer payments that are subject to a payment hold are initially saved with an “Unapproved Payment” status and will not be posted until they are reviewed and approved. To manage payments with payment holds, you can review the payment event details and decide on the appropriate action, which could… Continue reading Approving Customer Payments

Approve Customer Payments

When a customer payment has a payment hold or is waiting to be validated outside of NetSuite, the payment is saved with the Unapproved Payment status. You can find a list of unapproved customer payments on the Unapproved Customer Payments Register page by navigating Setup > Accounting > Manage G/L > Chart of Accounts.