Approving Customer Payments that Have a Payment Hold

Customer payments that have a payment hold are saved with the Unapproved Payment status and are non-posting until they are approved.

Important:

Customer payment transactions that have a payment hold are not saved if the Preserve Transactions when Payment is on Hold preference is disabled. You can find this preference on the Items/Transactions subtab at Setup > Accounting > Accounting Preferences.

View the payment event details and determine how to proceed. You can delete the customer payment transaction or override the payment hold after reviewing the transaction.

Customer payment transactions that have a payment hold can be approved in one of the following ways:

Manually

To approve a customer payment, open the customer payment, and then click the Override Payment Hold button. The ledger account on the transaction is determined depending on the account selected on the payment method record

Only users with a role that includes the Override Payment Holds permission can access the Override Payment Hold button on a customer payment transaction.

Warning:
When you approve a transaction with the Override Payment Hold button, NetSuite does not send a new request to the gateway to validate the payment. Before you click this button, make sure you have validated the payment outside of NetSuite. For example, check your bank account or contact the gateway back office.
Automatically

In some cases, the gateway may later confirm the payment by sending a new request to NetSuite:
- If the request contains the Accept status, the transaction status automatically changes to Deposited or Not Deposited.
- If the request contains the Reject status, the transaction remains non-posting and has the Unapproved Payment status.

To view customer payments that have a payment hold, create a saved transaction search:

Go to Financial > Other > Saved Searches
Click Transaction.
In the Filter field on the Criteria subtab, do the following:
- Set Payment Event Result to Payment Hold.
- Set Type to Payment.
For more information about saved searches, see Defining a Saved Search.