Approving Cash Sales that Have a Payment Hold

Cash sales with a payment hold are saved as Unapproved Payment and won't post until approved.

Review the payment event details and decide what to do next. You can either delete the cash sale or override the payment hold.

You can approve cash sales with a payment hold in one of two ways:

• Manual Approval:

  To approve, open the cash sale and click the Override Payment Hold button. The ledger account is determined depending by the payment method record.

  Only users with the Override Payment Holds permission can access this button. If you can't access the button, contact your NetSuite administrator.

  Warning:

  When you approve with the Override Payment Hold button, NetSuite won't send another validation request. Before clicking, ensure you've validated the payment outside of NetSuite. For example, check your bank account or contact the gateway's back office.

• Automatic Approval:

  In some cases, the gateway may later confirm the payment by sending a new request to NetSuite:

  • If the request is accepted, the transaction status changes to Deposited or Not Deposited. The ledger account is determined by the payment method record.

  • If the request is rejected, the transaction remains non-posting with an Unapproved Payment status.

Viewing Cash Sales that Have a Payment Hold

To view cash sale transactions with a payment hold, create a saved transaction search as follows:

1. Go to Opportunities > Transactions > Manage Payment Holds.

2. Click Transaction.

3. In the Filter field on the Criteria subtab, do the following:

   • Set Payment Event Result to Payment Hold.

   • Set Type to Cash Sale.

For more information about saved searches, see Defining a Saved Search.

For information about voiding, deleting, or closing a cash sale, see Voiding, Deleting, or Closing Transactions.

General Notices