Activating Customer Records

If customer names do not appear on the Automated Cash Application page, it can be because the customer records to which NetSuite can apply payments are inactive. To generate payments, you must first activate one or more of these customer records.


The system applies generated payments to customer records that share the same currency and (if applicable) subsidiary as the account selected on the Automated Cash Application page.

To activate a customer record:

  1. Go to Lists > Relationships > Customers (Administrator), and then check the Show Inactives box.

    NetSuite displays all inactive customer records.

  2. Click Edit next to the customer record you want to activate.

    The customer record opens.


    Look for records that share the same currency and (if applicable) subsidiary as your account. You can check the Primary Currency field in the Financial subtab. The subsidiary of the customer, if applicable, is populated in the following places:

    • Primary Subsidiary field, in the Classification section.

    • Primary Subsidiary column, on the Customers page.

  3. Click the System Information subtab and clear the Inactive box.

  4. Click Save to save your changes.

You should now be able to generate payments for this customer. See .

Additional Information

Setting Accounting Preferences
Generating Customer Payments
Filtering Imported Bank Lines
Adding or Changing a Customer
Customer Match Criteria
Customer Mapping Rules for Automated Cash Application
Reviewing Invoices for an Imported Bank Line
Viewing Open Invoices for a Customer
Including or Excluding Invoices from Payment Application
Checking the Process Status for Generated Payments

Related Topics

Automated Cash Application
Troubleshooting Missing Records from the Customer Dropdown List

General Notices