You might face a problem in SuiteCommerce where a sales order results in a cash sale rather than an invoice in NetSuite. Follow these straightforward steps to fix it.
This issue occurs in SuiteCommerce when a customer chooses the invoice option for payment during checkout. After completing their order, you anticipate seeing an invoice when billing the sales order in NetSuite; however, a cash sale is created instead.
Why is a Cash Sale Being Generated?
This situation arises due to the payment method field being preset on the sales order, which instructs NetSuite to create a cash sale. If a custom sales order form is being utilized instead of the standard ones, both the terms and payment method fields may appear on the transaction form linked with SuiteCommerce. Here’s a breakdown:
The Standard Sales Order form (or any modified version) includes both the Terms and Payment Method fields. Setting a Payment Method will always lead to generating a Cash Sale upon billing.
The Standard Sales Order - Cash Sale form (or any customized version) only shows the Payment Method field, hence it consistently triggers a Cash Sale.
The Standard Sales Order - Invoice form (or any adapted versions) only displays the Terms field, ensuring it creates an Invoice.
How to Ensure a Sales Order Creates an Invoice in NetSuite
To rectify this, you need to modify both the Credit Card form and Invoice Form used in SuiteCommerce so that they show either Payment Method or Terms, not both. This will prevent the Payment Method from being set on the invoice form.
For the invoice form, you should display the terms while hiding and disabling the payment method. Conversely, for the credit card form, showcase the payment method while hiding and disabling the terms.
Step-by-step Instructions
Step 1: Access the Website Setup Record > Shopping > Checkout Preferences section.
Step 2: Take note of the Transaction Forms designated in the “Credit Card Form” and “Invoice Form” fields.
Step 3: Go to the transaction forms under Customization > Forms > Transaction Forms and edit both forms.
Step 4: If the transaction form in both fields is identical, create a copy. This new duplicate will serve as your invoice form.
Step 5: Locate the Payment Method and Terms fields under the Screen Fields tab on both forms.
Payment Method typically exists under the Billing: Payment subtab, but its location might vary based on customization.
Terms usually fall under the Billing subtab; however, this can also differ with custom forms.
Tip: If locating these fields proves challenging, expand the tabs and use CTRL + F for a quick search.
Step 6: For the invoice form, disable and hide the payment method, and ensure terms are visible. Save your changes.
Step 7: For the credit card form, hide and disable terms, then show the payment method. Save this form once you've finished.
Step 8: Return to the website setup record checkout preferences section and update the forms to reflect your recently adjusted forms.
That’s it! This should resolve the issue effectively.
