Applying Deductions

Apply deductions from the Deductions and Chargebacks subtab of the Payment page. When you create or edit a payment record, the Deductions and Chargebacks subtab is available. When you enter a payment less than the amount due, you can automatically apply the difference as a deduction in the Deductions and Chargebacks subtab. You can also select each invoice and apply the deductions manually.

Note:

If you enable SuitePromotions then apply promotions on invoices, you must not disable the feature until the deduction or chargeback process is complete.

To apply deductions:

Go to Transactions > Customers > Accept Customer Payments.
From the Customer list, select the customer.
In the Apply subtab, enter payment against invoices.

Note:
To apply deductions, you must have short payments, that is payment less than the amount due for one or more invoices.
In the Deductions and Chargebacks subtab, do one of the following:
- Click Auto Apply Deductions.
  
  All invoices having short payments list in the Deductions sublist and deduction equal to the amount due is applied to each invoice.
- In the Invoice column, select each invoice manually and in the Deduction Amount column, add the deduction amount for each invoice.
(Optional) To change the deduction type, select the type from the Deduction Type column.
Click Save.

After you save the payment, the SuiteApp runs the following processes:

Generates a credit memo for the deduction amount. In the credit memo, the Credit Memo Source field indicates that the credit memo is generated from a deduction made using the Deduction Management feature.
If the sum of deduction and payment is equal to the invoice amount due, the SuiteApp sets the status of the invoice to Paid in Full.
Creates a deduction management record for each deduction. You can review the record from the Deduction Management List page by going to Deduction Management > Records > Review Records.

The SuiteApp can process payments up to the maximum limit of invoices and sub customers allowed in your NetSuite account.

To apply deductions:

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