Customer Refund when the order is not yet fulfilled and billed.


May I know the best process for Sales order that has a customer deposit and the customer request partially refund?

Since there is no invoice yet, how can possibly do this in NetSuite.

Thank you!

Beginner Asked on October 3, 2019 in Sales Force Automation.
Add Comment
2 Answer(s)
Best answer

Hello John, once that you want to refund but it isn’t billed yet, I assume that you have created a customer deposit linked to the Sales Order.

This way, you can make it by:

  1. Accessing Transactions > Customers > Issue Customer Refund;
  2. at the customer refund page, first select the customer you want to refund;
  3. Fill other fields you need (like bank Account, date, etc.)
  4. At the Apply subtab, select the subtab “Deposits”;
  5. Select the deposit you want to refund;
  6. Make sure all other information you need is correct;
  7. Save Transaction;

Plus: If the customer won’t proceed with the purchase, you can Close the related Sales Order;


Following you can see a screenshot from customer refund page (subtabs):

RE: Customer Refund when the order is not yet  fulfilled and billed.


Best regards and good luck with your challenge.

Rookie Answered on October 3, 2019.
Add Comment

Thank you Ifgama 🙂

Beginner Answered on October 25, 2019.
Add Comment

Your Answer

By posting your answer, you agree to the privacy policy and terms of service.
  • This site made possible by our sponsors:   Tipalti   Celigo   Become a Sponsor   Become a Sponsor