Create a Transaction
NetSuite allows your businesses to process various types of transactions. BlueSnap and NetSuite can efficiently manage the following types of business transactions:
- Invoice — Records the sale of goods and services if payment is not received when the goods or services are delivered.
- Sales Order — Expresses a commitment to ship goods, perform services, or both. A sales order has no accounting impact until items have been delivered and an invoice or cash sale created from the sales order is billed to the customer.
- Cash Sale — Records the immediate payment for the sale of goods or services.
Create an Invoice
To create an Invoice in NetSuite:
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Go to Transactions > Sales > Create Invoices.
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From the Customer drop-down, select the shopper, or create a new one.
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Under the Items tab, select one or more items from the dropdown and select Add.
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Select the Billing tab, then select an address in the Bill to Select dropdown.
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Select Save.
Create a Sales Order (Auth Only)
To enter a Sales Order in NetSuite:
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Go to Transactions > Sales > Enter Sales Order.
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From the Customer drop-down, select the shopper, or create a new one.
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Under the Items tab, select an item from the dropdown and click Add.
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In the Billing section, select a Payment Option and Payment Processing Profile.
Note: To use BlueSnap as the payment provider, each subsidiary using BlueSnap must have the payment processing profile defined as BlueSnap. -
Click Save & Print.
Create a Cash Sale (Auth/Capture)
To create a Cash Sale in NetSuite for a card payment received via phone:
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Go to Transactions > Sales > Enter Cash Sales.
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From the Customer drop-down, select the shopper, or create a new one.
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Under the Items tab, select an item from the dropdown and click Add.
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In the Billing section, select a Payment Option and Payment Processing Profile.
Note: To use BlueSnap as the payment provider, each subsidiary using BlueSnap must have the payment processing profile defined as BlueSnap. -
Click Save.
Updated about 1 month ago