Entering Payment Information on a Transaction
Most transactions require you to enter the payment information on the Payment (or Payment Method) subtab. You can find the Payment subtab by clicking the Billing subtab.
To enter a payment method and other payment details on a sales transaction:
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If you are entering a sales order or a cash sale, click the Billing subtab.
If you are entering a customer payment or a customer deposit, click the Payment Method subtab.
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In the Payment Method field, choose the method of payment.
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If the payment method you have selected is a credit card payment method, see Entering a Credit Card Payment on a Transaction.
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If the payment is by check, enter the check number in the Check field.
The Check field might show on the top of the page for some transactions.
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If you have entered all the information for the transaction, click Save.
Entering a Credit Card Payment on a Transaction
You can enter credit card payments on the Payment subtab of a transaction. Some of the fields on this subtab might not show. This depends on the transaction type and features enabled in your NetSuite account.
To enter a credit card payment:
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In the Credit Card Select field, select the type of credit card.
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Enter the credit card number, expiration date, and Issue No.
Enter other credit card details if required.
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Enter the Name on Card, Card Street, Card Zip Code, and Customer Code (if this information required by the payment gateway).
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Select a payment processing profile in the Payment Processing Profile field.
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Check the Get Authorization box to use NetSuite to send the appropriate request to the payment gateway.
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If you have received approval for this transaction outside of NetSuite, for example by contacting the payment gateway back office, check the Credit Card Approved box.
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Set AVS Street Match or AVS Zip Match to Y to use the Address Verification System.
Set these fields to Y if you do not use NetSuite to process credit cards,
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If you use a Cybersource payment processing profile, check the Ignore AVS box if you want NetSuite to store the order even if an AVS failure happens.
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To process this payment as a purchase card payment, check the Send Line-Level Data (previously known as Process as Purchase Card) box.
You can check this box to process the payment as a purchase card payment even if the used card is not a purchase card.
Contact your NetSuite account representative for more information.
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If you are entering a recurring payment for the customer, check the Recurring Payment box. For more information, see Maintaining Recurring Credit Card Payments.
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If you have finished working with the transaction, click Save.
Related Topics:
- Accepting Customer Payments Workflow Chart
- Applying a Payment on the Customer Payment Page
- Applying a Payment on an Invoice
- Correcting Payments to Invoices
- Removing Credits from Deleted Customer Payments
- Reversing or Deleting Customer Payments
- Approving Customer Payments
- Managing Undeposited Customer Payments
- Consolidated Payments
- Payment Receipts
- Creating a Payment Method
- Handling Returned/NSF Checks
- Allowing Customers to Pay Online