Using the Handling Mode Field
If you enable the Payment Instruments, the Handling Mode field replaces the functionality of checking the Charge Credit Card and CC Approved boxes. The Handling Mode field is displayed only for relevant Payment Options. The default Handling Mode varies depending on the selected Payment Option.
You can set the following Handling Mode values:
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Process - triggers payment processing through a payment gateway with the selected payment option and the selected payment processing profile.
Without Payment Instruments, trigger payment processing by checking the Get Authorization box on sales order, and the Charge Credit Card box on other transactions.
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Record External Event - creates a NetSuite record of a payment that took place outside of NetSuite, for example in an ecommerce solution that authorizes payments outside of NetSuite.
Without Payment Instruments, record external payments by checking the CC Approved box.
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Save only - saves the data entered on the form, but does not trigger payment processing.
Without Payment Instruments, if you want to save the data already entered on the transaction, leave the Charge Credit Card and the CC Approved boxes unchecked.
The availability Handling Mode values is contextual and depend on the selected Payment Option.
Note that although the Charge Credit Card and CC Approved fields are no longer visible on the transaction after you enable Payment Instruments, the fields remain available for scripting.