I. Create the template
Payment method =make sure to put the specific card that was used for payment
CC Approved = Yes , for all payments made via credit card
II. Import the file
1. Navigate to Setup > Import/Export > Import CSV Records.
2. Import Type = Transactions
3. Record Type = Customer Payment
4. Select CSV file
5. Click Next
6. Data Handling = Add
7. Click Next
8. Map the following fields:
-External ID = External Id
-Customer = Customer (Req) --> (Ensure Reference type matches what you have in the file by clicking on the Pencil Icon)
-Date = Date (Req)
-Posting Period = Posting Period
-Account = Account
-Invoice Internal ID = Invoices : Invoice (Req) --> (Choose the Reference Type = Internal ID)
-Invoice Payment Amount = Invoice : Payment (Req)
-CC Approved= Yes
*Default value could also be set for some fields.
** Undeposited Funds must be set to No when mapping a bank account. Hence, don't forget to add the Undep. Funds on the NetSuite fields and set the field value to No.
9. Click Next
10. Rename Import Name
11. Save and Run