Tenders and Payment Methods

The payment types accepted by your NSPOS registers are called “tender types.” Each tender type must be configured to track the different types of payments your stores handle. The following are common tender types:

A Payment Method determines how NetSuite ERP and NSPOS handles cash and other tender transactions. Setting up or editing a Payment Method and tenders is done in three sets of steps:

1. Set up a Payment Method in NetSuite ERP

First, ensure that your NetSuite ERP default view is set to Show Internal IDs. This is a one-time setup.

To set your default View for Internal IDs:

  1. Log into NetSuite as an administrator.

  2. Go to Home > Set Preferences > General tab.

  3. Under Defaults, ensure that Show Internal IDs is checked.

  4. Click Save.

Show Internal IDs checkbox.

Then set up your Payment Methods. You will do this once for each tender type handled in your stores.


The most common tenders were set up during your implementation. These steps are most helpful for creating additional tender types.

To set up a new Payment Method:

  1. Log into NetSuite as an administrator.

  2. Go to Setup > Accounting > Accounting Lists.

  3. Filter the list by Payment Method to see what tenders are in place now. Determine what additional methods you need to handle your tenders.

    List Filter option
  4. Click New. Select Payment Method if listed as a choice.

  5. Enter a name for your Payment Method. When reviewing accounting activity, you will use the name to identify transactions paid via that method (tender).

    The name should describe the tender or tender-method that will be associated with the tender button on the register. Because basic tender types were set up during your implementation, custom payment methods usually handle special circumstances only.

    You might set up a method and button for a credit card brand that requires special handling, naming it SPCLCC for ”Special Credit Card.” Or, if the method will handle credit card payments made through a separate, non-integrated gateway, you might name it EXTCCGATEWAY for “External Credit Card Gateway.”

  6. If you want deposits from this method to go to a specific account, select Deposit to Account and choose the account.

    Deposit to Account field.
  7. Click Save. The Accounting List updates with your new method.

  8. Note the Internal ID for your method. You will enter the ID in the next set of steps.

    Internal ID on Payment Method List.

    Note the Internal ID for your new payment method. This ID is required for the register button setup.

  9. Click Home or Log Out as desired.

2. Create a new Tender in NSPOS

Tenders in NSPOS provide a method for the cashier to accept different forms of payment. They also provide information about the payment to NetSuite ERP, allowing the retailer to track sales and money flow by tender type. The common tenders were set up during your implementation. Use the steps in this section to set up or modify custom tenders that fit your unique business needs.

To create a new Tender:

  1. Sign in to an NSPOS register as an administrator (9090 level operator).

  2. Press Ctrl+F12 and search for Edit Tenders.

  3. Tap Edit Tenders.

    Search for Edit Tenders.
  4. Tap Create Tender.

  5. Complete the required fields as follows:

    • Tender code – Enter up to four characters that describe the tender type. Common examples are DB for debit card, CC for credit card, CASH for currency.


      Do not delete or modify an existing Tender Code. Do not duplicate a Tender Code.

    • Tender Name – How the tender will appear on the NSPOS register, on receipts, on the Sales Audit Report and in the memo field of Invoice records where tender is used as payment. For example, Gift Card.

    • Tender Class – Choose the class that best describes the tender.

    • NetSuite ID – Internal ID from the NetSuite ERP payment method.

    • If the tender is for credit cards or gift cards/certificates, you must check Require Authorization.

    Edit New Tender form.
  6. Tap Done. The tender will now appear with the other NSPOS tenders.

3. Map the Tender to a Button in NSPOS

Once you create a tender, you can assign it to one or more buttons. Buttons are shared by all other workstations within the same workstation group. Before modifying buttons, please make sure the changes should apply to all workstations (registers) in the workstation group. If any workstations have different requirements, you should create a new workstation group to handle them.

To add a Tender Button:

  1. Sign in to a NSPOS register as an administrator (9090 level operator).

  2. Tap Manager Functions > System Configuration > Button Edit.

    Or press CTRL+F12 and search for Button Edit.

  3. Tap Side in the Button Bar list.

  4. Tap Pages.

  5. Tap the Tender row in the Button Page list.

  6. Tap Activate to display your changes immediately.

  7. Tap Buttons.

    Button configuration screen.
  8. Tap New and then Create Function.

    Create Function button.
  9. Tap Yes to edit a function by name.

  10. Enter values for the following fields:

    • Function Name – Descriptive name for the tender function. Use alphanumeric characters only, with no spaces. For example, enter Function_enabling_XYZ_card_tender.

    • Function GroupsTender.

    • Caption for Buttons – Text to display on cashier’s button in Journal tender sidebar. For example, enter XYZ Card.

    • Resource ID – Security level required to use the tender button. If a role lower than the one set here attempts to use the button, a higher, authorized role must enter their credentials for the task to proceed.

      • 2 – Sales Associates, Specialist, Cashier

      • 9050 – Openers/Closers

      • 9070 – Managers

      • 9090 – System Administrators

    • Message#NetSuite.Retail.POS.Business.TenderProcess.

    • Parameter – Enter the word Tender: and the Tender Code entered in the previous NSPOS steps.

      For example, enter Tender:DB.

  11. Tap Done. You can customize the button size and position using the Column, Row, Width, Height and Style fields.

  12. Close the form when your button setup is complete.

Related Topics

Money Management
Transaction Payment Records in NetSuite ERP
Tender Workflows
Tracking Money Movement through NetSuite ERP records
Cash Till Management in NSPOS

General Notices