Asking for feedback for those who use Shopify post...
# general
j
Asking for feedback for those who use Shopify post-purchase upsell and how you handle that in NetSuite. Do you create two separate cash sales? Do you create customer deposits and invoices? The order will come in as a single order but wanting to know how others hand the multiple credit card auhtorizations
p
following
m
I have found customer deposits and auto applying to invoices the most effective
1
p
jackie, what payment gateway / method are you using? Are you capturing or authorizing in shopify?
j
@Pete Kastner We use Braintree and Stripe
p
When is the Transaction Captured? For Braintree are you using the "Braintree payment plugin" (customization / plugins / manage plugins) or the older upaya Braintree bundle?
j
@Pete Kastner I believe the upaya
@MGBC What do you do about the open AR the invoices cause at month end? We wouldn't create invoices until the order is fulfilled since that is when we recognize revenue but now we would have all this open AR when it's not really AR
m
@Jackie Yang Customer Deposits would not show in AR as it is an unapplied payment. Technically you have captured the funds even though the order hasn't shipped, so it is correct to enter the deposit on the balance sheet. However, when unapplied, Customer Deposits impact the default customer deposits accounts not A/R
j
Thank you! @MGBC