How To Apply Unapplied Payments in NetSuite

In this tutorial, learn how to apply a payment that has not yet been applied to an invoice in NetSuite. Follow these simple steps to manage your payments effectively.

Steps to Apply a Payment

📂 Locate the Payment:

• Go to the page where the unapplied payment is listed.
• Identify the payment you want to apply.

✏️ Edit the Payment:

• Click on “Edit” in the top left corner of the payment page.

🔄 Apply the Payment:

• In the “Apply” section, select the invoice to which you want to apply the payment.
• Full Amount: To apply the full payment, simply select the invoice.
• Partial Amount: To apply a partial payment, enter the specific amount you want to apply (e.g., $50).

💾 Save the Changes:

• Click “Save” to apply the payment to the selected invoice.

📊 Verify the Application:

• Check the top right corner to ensure the payment status is now “Applied.”
• At the bottom of the page, verify the payment has been applied to the correct invoice(s). The full or partial amount should be reflected accordingly.

Final Thoughts

Applying payments to invoices in NetSuite is straightforward and allows for flexibility in managing full or partial payments. For more detailed tutorials, check out the rest of the NetSuite tutorials.

See you in the other tutorials 👋