Customer Refund

Internal ID: customerrefund

Supports Custom Fields

Fields

Internal ID Type nlapiSubmitField Label Required Help
account select false Account true Select the bank account you are using for this refund. Click —New— to set up a new account. For details on accounts, go to Setup > Accounting > Chart of Accounts.
allowemptycards checkbox false Credits false
aracct select false A/R Account false Select the Accounts Receivable account that will be affected by this transaction. Click —New — to set up a new account.
balance currency false Balance false This field shows the current customer balance.
ccapproved checkbox false CC Approved false Place a check mark in this box only after the credit card refund has been validated outside NetSuite, such as by a card-swipe terminal. If you have a NetSuite merchant account, then this field is automatically filled as soon as the refund is approved.
ccexpiredate ccexpdate false Expires (MM/YYYY) false Enter the credit card's expiration date using this format: MM/YYYY.
cchold text false Detail false
ccholdetails textarea false Detail false
ccispurchasecardbin checkbox false Purchase Card BIN false
ccname text false Name on Card false NetSuite enters the cardholder name from the default credit card on the customer's record. If the field contains no value or the wrong value, check the customer's record at Lists > Relationships > Customers. On the Financial subtab of the customer's record, verify that the Cardholder Name field contains the correct information.
ccnumber ccnumber false Credit Card # false If refund is by credit card, enter the card number here. Enter numbers only, without spaces. NetSuite is a secure site. If a NetSuite merchant gives a customer access to view payment information, only that merchant and that customer will be able to see this number.
ccprocessoraccount text false Credit Card Processing Profile false
ccstreet text false Card Street false NetSuite enters the street address from the customer's billing address. If the field contains no value or the wrong value, check the customer's record at Lists > Relationships > Customers. On the Address subtab of the customer's record, make sure the default billing address contains the correct street address.
cczipcode text false Card Zip Code false NetSuite enters the zip or postal code from the customer's billing address. If the field contains no value or the wrong value, check the customer's record at Lists > Relationships > Customers. On the Address subtab of the customer's record, make sure the default billing address contains the correct zip or postal code.
chargeit checkbox false Process Credit Card false If refund is by credit card, place a check mark in this box to process the credit to the customer's charge account over the Internet. You must have previously set up a NetSuite merchant account for this to work.
checknumber text false Check # false
class select false Class false Select a class for this customer refund.
consolidatebalance currency false Consolidated Balance false The total of all open invoices for the entire customer-subcustomer hierarchy.
createddate datetime false false
creditcard select false Credit Card Select false Select a credit card stored on the customer record to use as the method to refund the payment for this sale. Click New to enter a new credit card.
creditcardprocessor select false Credit Card Processor false Select the credit card processor you want to use for this transaction. You can set up credit card processors at Setup > Accounting > Payment Processing Profiles > New.
currency select false Currency true If you do not use the Multi-Currency Customers feature, the currency of the customer you are creating this transaction for is shown here. If you use the Multi-Currency Customers feature, select the currency of the credits or deposits you want to refund. The currency selected in the Currency field filters the list of credits and deposits on the Apply subtab.
currencyname text false Currency false This customer's currency is shown in this field. All currency amounts on this transaction are shown in this currency.
currencysymbol text false Currency Symbol false
customer select false Customer true Select the customer for this refund. If you are using projects, select the appropriate project rather than the master customer account. Click —New— to set up a new customer. Go to Lists > Relationships > Customers for details about existing customers and projects.
customercode text false Customer Code false In this field, enter a Customer Code associated with your company credit card. If you use one credit card across several departments, you can assign a separate code to each department. The code can then be used to track where and how the card is being used. Note: This field shows only if you have enabled the Display Customer Code Field on Payment Info Page preference on the Set Up Web Site page. This option is available only with Level 2 Credit Card Processing. For more information, see the help topic Setting Up Customer Credit Card Processing.
customform select false Custom Form true
debitcardissueno text false Issue No. false If the card is a debit card, enter the card's issue number.
department select false Department false Choose a department to associate with this transaction. Click New to enter a new department. Go to Lists > Departments for details about existing departments.
dynamicdescriptor text false Soft Descriptor false
entitynexus select false Nexus false
exchangerate currency2 false Exchange Rate true The currency's exchange rate is shown in this field. You can edit the exchange rate for this transaction only, or you can update the currency record with the exchange rate you enter here.
externalid text false ExternalId false
handlingmode select false Handling Mode false
inputauthcode text false Input Auth. Code false
inputpnrefnum text false false
inputreferencecode text false Input P/N Ref. true
isbasecurrency checkbox false Base Currency false
ispurchasecard text false Override Hold false
lastmodifieddate datetime false false
location select false Location false Choose a location to associate with this transaction. Select New to enter a new location record. Go to Lists > Locations for details about existing location records.
memo text true Memo false Enter an optional memo to describe this refund. For example, you may want to include the original transaction number on the refund. This memo appears on issued checks and register reports.
nexus select false Nexus false
outputauthcode text false Auth. Code false
outputreferencecode text false P/N Ref. false
overridehold checkbox false Override Hold false
overrideholdchecked checkbox false Override Hold false
payeeaddress summary false false
payeeaddresslist select false Address To Select false
paymentcardcsc text false CSC false
paymenteventdate datetime false Override Hold false
paymenteventholdreason select false Reason false
paymenteventpurchasedatasent text false Override Hold false
paymenteventresult select false Status false
paymenteventtype text false Override Hold false
paymenteventupdatedby text false Override Hold false
paymentmethod select false Refund Method true Select the method to refund the payment for this sale. To add additional choices to this list, go to Setup > Accounting > Accounting Lists > New > Payment Method.
paymentoperation select false Payment Operation false
paymentoption select false Payment Option false
paymentprocessingprofile select false Payment Processing Profile false
pnrefnum text false P/N Ref. false If you accept credit card payments, the Verisign authentication code appears here once the transaction is approved.
postingperiod select false Posting Period false Select the period you want to post this refund to. If a period is closed, you cannot post to that period.
softdescriptor text false Soft Descriptor false This shows the company or brand name that is listed with this transaction on the customer's credit card statement. Soft descriptors are set up at Setup > Accounting > Credit Card Soft Descriptors.
status text false Status false
statusRef text false false
subsidiary select false Subsidiary false This field shows the subsidiary associated with this transaction.
tobeprinted checkbox true To Be Printed false Check this box to queue this refund to be printed.
total currency false Refund Amount false NetSuite updates the refund amount as you check or clear the Apply check boxes at the bottom of the form.
trandate date false Date true NetSuite inserts today's date as the date of this refund. You can type or pick another date.
tranid text false Check # false If you are issuing a check, NetSuite supplies the next consecutive number.
transactionnumber text false Transaction Number false The number automatically generated for the transaction by NetSuite.
validfrom ccvalidfrom false Valid From / Start Date (MM/YYYY) false Enter the date when this card first became valid.

Sublists

accountingbookdetail - Accounting Books

Internal ID Type Label Required Help
accountingbook select Secondary Book false
exchangerate currency2 Exchange Rate true

apply - Credits

Internal ID Type Label Required Help
amount currency Payment false
apply checkbox Apply false
applydate date Date false
createdfrom text false
doc text false
due currency Amount Remaining false
duedate date false
internalid text Hidden false
line integer false
refnum text Ref No. false
total currency Orig. Amt. false NetSuite updates the refund amount as you check or clear the Apply check boxes at the bottom of the form.
url text false

deposit - Deposits

Internal ID Type Label Required Help
amount currency Payment false
apply checkbox Apply false
currency text false
depositdate date Date false
doc text false
remaining currency Amount Remaining false
total currency Orig. Amt. false
url text false

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