ANS-1298 · SALES ORDER PROCESSING
How to Charge a Credit Card Directly from a Sales Order in NetSuite Without Invoicing?
NetSuite users can process credit card payments and generate customer deposits directly from approved sales orders, streamlining payment collection.
Short answer
To charge a credit card directly from a sales order without creating an invoice in NetSuite, enable the accounting preference "Enable Sale Payment Operations on a Sales Order by Automatically Creating a Customer Deposit." This setting allows NetSuite to capture credit card funds and generate a customer deposit automatically upon sales order approval, provided the credit card processing is correctly configured.
Scenario
NetSuite users often need to process credit card payments for sales orders without the intermediate step of creating an invoice. This requirement typically arises when immediate payment capture is desired upon sales order approval, leading to a customer deposit rather than an open accounts receivable balance.
Solution
To enable direct credit card charging from a sales order without requiring an invoice, NetSuite administrators should configure the following accounting preference:
Enable Sale Payment Operations on a Sales Order by Automatically Creating a Customer DepositWhen this preference is correctly enabled and credit card processing is properly configured within NetSuite, the system will automatically capture credit card funds and create a customer deposit once the sales order (SO) is approved. This streamlines the payment process by allowing funds to be secured directly at the sales order stage.
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