ANS-0213 · CUSTOMER & CRM RECORDS
How to Set a Default Payment Method and Bank Account per Customer in NetSuite
While NetSuite lacks native per-customer payment defaulting, a custom field and workflow can automate this process for incoming payments.
Short answer
NetSuite's out-of-the-box functionality does not support defaulting payment methods or bank accounts on a per-customer basis. To achieve this, implement a custom field on the customer record to store the preferred payment account. Subsequently, create a workflow that automatically populates the payment account field during payment receipt based on the value in this custom field.
Scenario
Organizations often require the ability to automatically default a specific payment method or bank account when receiving payments from individual customers. NetSuite's standard functionality does not inherently provide a mechanism to configure a default payment method or bank account on a per-customer basis, leading to manual selection during payment processing.
Solution
NetSuite's out-of-the-box functionality does not support defaulting payment methods or bank accounts on a per-customer basis. To implement this functionality, administrators can leverage NetSuite's customization capabilities:
Create a custom field on the customer record. This field will be used to store the desired default payment account for that specific customer.
Develop a workflow that triggers when receiving payments from the customer. This workflow should be configured to default the payment account field on the payment record using the value stored in the custom field created on the customer record.
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