Sales Orders in NetSuite are classified as non-posting transactions. This guide will show you how to enable credit card payments to be recorded as a customer deposit when a SuiteCommerce order is submitted.
In NetSuite, a Sales Order isn't posted immediately. By default, a credit card isn't charged at the time of order submission; instead, it's processed when a cash sale is generated. However, you can adjust your accounting settings and payment processing profile to permit the credit card charge as a customer deposit upon submitting the SuiteCommerce order.
Activate the Payment Processing NetSuite Accounting Preference
To set up the collection of credit card payments as a customer deposit upon order submission in SuiteCommerce, follow these steps:
Step 1: Go to Setup > Accounting > Accounting Preferences
Step 2: Scroll down to the Items/Transactions tab and locate the Payment Processing section
Step 3: Mark the “Enable the Sale payment operation on a Sales Order by automatically creating a Customer Deposit” checkbox to True.
Step 4: Save your Accounting Preferences
Modify the Payment Processing Profile Gateway Request Types
Step 1: Go to Setup > Accounting > Payment Processing Profiles
Step 2: Edit the Payment Processing Profile that is utilized by your SuiteCommerce site
Step 3: Look for the Gateway Request Types list. Unselect the Authorization request type from the options available.
Note: If you need to enforce authorizations for different payment situations, consider using two different payment processing profiles.
Step 4: Save the Payment Processing Profile record
Now you are ready! Test an order on your SuiteCommerce website to ensure the Customer Deposit is collected right after the order submission. If you experience any difficulties, please seek assistance.
Important Considerations: Charging a Credit Card as a Customer Deposit in NetSuite
When a customer places an order using a payment method that does not support authorization, a customer deposit is automatically generated and linked to the sales order obtained from the web order. (To check this deposit, click on the Related Records subtab within the sales order.)
When a customer deposit is created and tied to a sales order, the sales order will always be processed as an invoice. (As you approve, fulfill, and bill the sales order, the deposit is automatically applied to the invoice, allowing it to be paid in full.)
