ANS-0677 · ACCOUNTING & FINANCIAL CONFIGURATION
How to Process Credit Card Payments After Customer Deposit Creation in NetSuite
NetSuite allows for the entry and processing of credit card payments on customer deposits even after the initial deposit record has been saved.
Short answer
Yes, credit card payments can be entered and processed on customer deposits after the initial record creation. NetSuite provides options like 'Charge Credit Card' or 'Get Authorization' fields, or a 'Handling mode' field with Payment Instruments enabled, to initiate processing. All authentication attempts are logged as payment event activity for auditing.
Scenario
A customer deposit has been created in NetSuite without an associated payment method at the time of initial entry. The user now needs to add and process a credit card payment for this existing deposit. The challenge is to ensure the payment can be successfully applied and processed after the deposit's initial creation.
Solution
Payments can be entered on a customer deposit record after its initial creation. When a payment method is subsequently added or updated, a field such as 'Charge Credit Card', 'Get Authorization', or a 'Handling mode' field (if the 'Payment Instruments' feature is enabled) may be available to initiate credit card processing. NetSuite records payment event activity or payment event details if an attempt was made to authenticate the credit card, providing a clear audit trail of all processing attempts.
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