On the Customer Payment form, NetSuite lets you settle open invoices and, on the Credits sub-tab, mark existing Credit Memos and Customer Deposits to be applied against the payment amount. Selecting either type reduces the net amount the customer needs to pay or clears outstanding credits/deposits. Refunds and Cash Sales are separate outbound or already-paid transactions and therefore cannot be “applied” to a new payment record.

A. Refund – Outgoing payment created after a credit memo; cannot be selected on the Apply/Credits sub-tabs of a Customer Payment.

D. Cash Sales – Cash Sale already records payment at sale time; it is not an open credit that can be applied to another payment.

1. Oracle NetSuite Help Center

“Entering Customer Payments > Credits sub-tab

” step 5: “Check each Credit Memo or Customer Deposit you want to apply to this payment.” (NetSuite 2024.1 documentation).

2. SuiteAnswers Article 10143

“Applying a Credit Memo to a Customer Payment

” step 3: “On the Credits sub-tab select the credit memo to apply.”

3. SuiteAnswers Article 7546

“Applying a Customer Deposit to a Payment

” instruction 2: “In the Credits sub-tab

tick the customer deposit to apply.”