ANS-1750 · SALES ORDER PROCESSING
How to Enable Invoice Choices During NetSuite Webstore Checkout
Ensure customers have default payment terms configured to allow invoice selection during NetSuite webstore checkout.
Short answer
To enable invoice choices during NetSuite webstore checkout, ensure customers have default payment terms. This is achieved by configuring a Preferred Term in your payment term settings. While a Preferred Term sets a default, remember that specific payment terms assigned directly to a customer record will override this preference, ensuring consistent billing.
Scenario
When customers proceed to checkout in a NetSuite webstore, the option to select an invoice as a payment method may not be available. This typically occurs when the customer's record lacks a predefined default payment term. Without a default term, the system cannot process invoice-based transactions, limiting payment options for webstore users.
Solution
To ensure the invoice choice is available during webstore checkout, customers must have default payment terms configured. This can be achieved by:
Navigating to Setup > Accounting > Accounting Lists (or Billing > Setup > Payment Terms) to manage payment terms.
Selecting or creating a payment term and marking it as the 'Preferred Term'. This establishes a default for customers who do not have specific terms assigned.
Alternatively, ensure that individual customer records have specific payment terms assigned. Terms explicitly set on a customer record will override any 'Preferred Term' configured in the system.
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