NetSuite - Updating a Customers Payment Method due to NSF

Updating a Customers Payment Method

If the manager believes that the resident's circumstances merit waiving the cash equivalent requirement, they can do so with written RVP approval. Contact the RVP with an explanation of the circumstances and they will decide if the cash equivalent requirement can be overridden.  If approved, update the payment method and add a note according to the instructions in the section below.

1. Navigate to the customer page.  
2. While on the Primary Information tab, click Edit. 
   • 
3. Update the Payment Method to Any Payments, then click Save. 
   
   • 
4. Click Communication on the sidebar and then click Add Notes. 
   
   • 
5. Enter a detailed note on the popup window indicating the situation, then click Submit. 
   • For example: The resident’s bank experienced an error with direct deposits that led to the resident’s rent payment being returned for NSF.  Received RVP approval on 01/20/2024 to waive the NSF fee and update the resident’s payment method to “any payment.”