Applying Chargebacks

Like deductions, you can apply chargebacks to the invoices 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.

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 chargebacks:

1. Go to Transactions > Customers > Accept Customer Payments.

2. From the Customer list, select the customer.

3. In the Apply subtab, enter payment against invoices.

   Note:

   To apply chargebacks, you must have short payments, that is payment less than the amount due for one or more invoices.

4. 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 deductions equal to the amount due are applied for each invoice.

   • In the Invoice column of the Deductions sublist, select each invoice manually and add the chargeback amount for each invoice in the Deduction Amount column.

5. In the Chargeback column, check the box.

6. (Optional) To change the chargeback type, select the chargeback type from the Chargeback Type column.

7. Click OK.

8. Click Save.

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

• Generates a credit memo for the deduction and creates an invoice for the chargeback 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.

• Generates a chargeback invoice for the chargeback amount and sets the status of the chargeback invoice to Open. The Source field in the chargeback invoice provides a link to the deduction management record.

• If the sum of payment and deduction is equal to the invoice amount due, then the SuiteApp sets the original 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.

Related Topics

• Deduction and Chargeback Management
• Installing the Deduction and Chargeback Management SuiteApp
• Deduction Management Preferences
• Deduction, Chargeback, and Small Balances Write Off Types
• Applying Deductions
• Splitting Invoices
• Setting Small Balances Write Off Limits
• Scheduling Small Balances Write Off Script

General Notices