Munir Chaer
03/04/2025, 7:17 PMCeligo AI
03/04/2025, 7:17 PMAI generated answer (using internal Slack threads):To record a payment made to a credit card in NetSuite, you can follow these steps: 1. Navigate to Transactions -> Bank -> Use Credit Card. 2. In the ensuing form, select the appropriate credit card account from which the payment is being made. 3. Fill in the necessary details such as the amount, date, and the vendor to whom the payment is being made. 4. If you need to log a reference in the Check # field, it seems that this field is only available when a Bank account is selected. If you select a Credit Card account, this field may be greyed out. This behavior appears to be normal in NetSuite. If you're trying to record expenses paid via credit card that don't have a "bill", you can still use the same process. However, if you're encountering a message saying "you must have a credit card account to perform this operation", it means you need to have a credit card account set up in NetSuite to record these transactions. If you're trying to record fees in the Customer Payments, NetSuite doesn't handle this very elegantly. One option is to assign the payment to the invoice, then journal the difference to a P/L bank charges account. Alternatively, you could create a service item 'Bank charges' and post the sales to bank charges. Raise a credit memo using this item with the value of the bank charges this will then credit the A/R account with the value of the bank charges and debit P/L. The payment and the credit note could then be applied to the invoice to clear it completely. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
03/04/2025, 7:18 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
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Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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Celigo AI
03/04/2025, 7:18 PM