ANS-0977 · SALES ORDER PROCESSING
How to Prevent Double Credit Card Charges When Converting Sales Orders to Cash Sales in NetSuite
Understand how to correctly link fund verification to charges when transforming sales orders into cash sales to avoid duplicate credit card authorizations.
Short answer
To prevent double credit card charges when converting a Sales Order to a Cash Sale in NetSuite, ensure the "charge credit card" checkbox is ticked immediately upon Sales Order creation. Failing to do so can result in the Sales Order's fund verification not linking to the subsequent Cash Sale charge, leading to duplicate fund freezes for the customer.
Scenario
When a Sales Order (SO) is created and subsequently transformed into a Cash Sale, a specific issue can arise if the credit card is not charged immediately. This situation leads to a disconnect between the initial fund verification on the Sales Order and the final charge on the Cash Sale, causing a double authorization of funds.
Solution
To prevent customers from experiencing a double-booking of funds, ensure the "charge credit card checkbox" is selected immediately upon the creation of the Sales Order. If this checkbox is not ticked at the time of Sales Order creation, the fund verification performed for the Sales Order will not be properly linked to the subsequent charge generated by the Cash Sale. This oversight results in the customer having a fund freeze for the amount of the Sales Order in addition to the charge from the Cash Sale, effectively double-booking the funds.
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