Netsuite: Paying by check led to a credit card sale. This expected?

Question

I created a sales order in NS and marked the payment method as check. When I went to bill it, it created a credit card sale, even though there was no credit card on the transaction. Is this expected?

Answer 1

It looks like some transaction re-naming has been done in your account and that is just a normal Cash Sale record with a different name.

Answer 2

There is no transaction in NetSuite with name "credit card sale", it's an standard cash sale transaction. May be this record is renamed in your NetSuite account.

A customer may have a Credit Card saved in their record. When creating a sales order, under the billing tab the preferred Credit Card details will be auto-populated under the "Payment" subtab. When the user enters a Term under "Billing Information" section, the Payment Method field under the Payment subtab will turn blank. If a payment method is selected, then the Term field will turn blank.

That is because when a Term is selected, the system assumes that the sale will be an Invoice sale. If a Payment Method is selected, the system will assumes that this is a Cash Sale (which doesn't necessarily mean that it will be paid by cash but it will be paid upfront). Therefore, only one field must be filled and the other one must be blank.

To have an Invoice generated from the Sales Order, the payment method will have to be unset from the sales order OR change the form to a Sales Order - Invoice type.

For more details please refer SuiteAnswers - 35604 and 33544

Answer 3

No, the payment method should stay as marked. Is it possible you have scripts or a workflow running that could change this?

You can check by looking at the transaction in the UI, then go to the System -> Notes tab and see which and when fields were changed.