NetSuite - Accepting Payment from a Customer

Accepting Payment from a Customer

Checks and money orders should be scanned in `groups` and applied to customer ledgers in batches.  Applying payments via Check Scanning deposits the payment at the bank and also applies the payment to the customer’s ledger.  Individual check payments should only be posted directly to customer ledgers when the customer’s check cannot be successfully scanned.  In those cases the checks/money orders will need to be physically taken to the bank for deposit.  See Check Scanning via RentPayment for details.  

RV Resorts: Accepting Cash & Credit Card Payments in NetSuite

1. 1. Open the Customer Ledger. If the customer has multiple agreements, you must select the desired agreement before you can see the ledger or accept payments. If you wish to apply payments to a different site, you can open the customer ledger or use the accept payment button from the global customer screen in order to choose a different agreement.
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   2. Click Accept Payment in the upper left of the ledger screen.
   3. Note the Total Balance and the Minimum Payment Due in the upper right. Enter the Payment Amount, Payment Method, Check Ref Number (if applicable), and Paid By information.
      • Checks/money orders should be applied using the Check Scanning method.  Any checks/money orders applied on this screen will need to be physically taken to the bank for deposit and may incur an additional fee.
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   4. Click Process Payment on the upper left.  

Return to the customer’s ledger to view the applied payment.