Differentiate Credit Card Approved/CC Approved vs. Charge Credit Card vs. Process Credit Card

Scenario

Users may have a confusion regarding on the following checkboxes on transactions:

1. Credit Card Approved/CC Approved box
2. Charge Credit Card box
3. Process Credit Card box

Solution

1. Credit Card Approved/CC Approved box:

-- Place a check mark in this box only if the Credit Card transaction has been performed outside NetSuite, such as by a card-swipe terminal.

-- This means that the credit card has already been charged or processed outside of NetSuite Credit Card Processing. This now serves as for recording purposes only.

2. Charge Credit Card box:

-- This box appears on Payments and Cash Sales. Check this box to make this payment by charging the Credit Card chosen in the Credit Card Select field.

-- This means that you will charge the Credit Card set on the transaction within NetSuite Credit Card Processing. User must have previously set up a NetSuite merchant account for this to work.

3. Process Credit Card box:

-- This box appears on Refunds. If refund is by Credit Card, place a check mark in this box to process the Credit to the customer's charge account over the Internet. User must have previously set up a NetSuite merchant account for this to work.

-- This means that user will process the Credit Card set on the refund within NetSuite Credit Card Processing. User must have previously set up a NetSuite merchant account for this to work.