NetSuite Training Summary
In this tutorial, Jared will guide you through the process of deleting a payment in NetSuite. Leveraging our expertise as a NetSuite partner, we aim to streamline operations and maximize efficiency.
Jared will demonstrate two methods for deleting payments: either by directly searching for the payment within NetSuite or by navigating through a specific invoice’s history to locate and confirm the payment. Additionally, I’ll delve into the implications of unapplying or deleting a payment, emphasizing the importance of exercising caution due to potential impacts on financial records.
Be sure to explore our other videos for further insights and tips on optimizing your NetSuite experience.
Learn how to:
– Locate the payment you wish to delete from the list of transactions.
– Open the payment record to view its details and associated information.
– Identify the option or button labeled ‘Delete’ or ‘Void Payment’ within the payment record.
– Confirm the deletion action and provide any necessary explanations or notes.
– Review the updated payment list to ensure the payment has been successfully deleted.
– Check for any related transactions or accounts affected by the deletion process.