NetSuite Tutorial | How To Unapply a Payment From an Invoice in NetSuite

NetSuite Training Summary

In this tutorial, Ron is guiding through a simple process of unapplying a customer payment from an invoice.

Unapplying payments in NetSuite is a straightforward process essential for maintaining accurate financial records. Start by accessing the Customer Payments section, typically found under the Transactions tab. Locate the payment you wish to unapply and open its record to view details.

Click the action item “Edit” and then look for an option labeled “Unapply”. Click. The payment should be unapplied now, it’s as easy as it is.

Afterward, review the updated payment record to ensure the payment is successfully unapplied from the selected invoice(s).  By following these simple steps, you can confidently manage payments in NetSuite and ensure your financial records remain balanced and transparent.

Learn how to:

– Access Customer Payments section in NetSuite.

– Locate the payment to unapply.

– Open the payment record.

– Find and select “Unapply” or “Remove Apply” option.

– Confirm the unapplication if prompted.

– Review updated payment record to verify unapplication.

– Make any necessary adjustments for accurate reconciliation.