Jcurve Support Articles

After you have created a term record, you can select that term on invoices and customer records to set payment terms. When you select a term on a customer's record, that term defaults on bills to the customer. You can also set terms on each invoice individually.

Create Saved Search that will show Customer records created from the Web Store

AVendorandCustomer Return Authorizationdefaults toClosedstatus immediately after creation when underExpenses & Itemstab >Itemssubtab >Quantityof the Item is0, or if there are multiple items, all Items' quantity is0.

Create Advanced Intercompany Journal Entry > error: "The subsidiary selected for To Subsidiary on the journal entry and Representing Subsidiary of Intercompany Vendor/Customer must match if you want to run Intercompany Elimination for this line."

On Intercompany Journal Entry, the Intercompany Customer of a Subsidiary does not appear in the Customer field.

Customer wanted to clear the beginning balance of No Customer/Job in A/R Aging Report throughTransactions > Financial > Make Journal Entries.

The user wants to exclude internal messages from the email notification sent to customers when a case is updated.

User is interested in writing Off Bad Debt through Accept Customer Payments page.

After you have entered a journal entry to write off bad debt, the next task is to accept a customer payment.

Some shoppers are unable to log in successfully and stay on the Returning Customer page when logging into the Web Store. If the issue persists after shoppers are able to try logging in on other devices and have tried clearing the browser's cache, try editing the customer record in the NetSuite user interface.

A user wants to create a list of all customers that have been inactivated in the system.

To apply the Credit Memo associated with Customer A against the open Invoice associated with Customer B, use an additional Journal Entry as it cannot be matched directly.

User has two duplicate customer records and the duplicate needing to be merged into the primary record holds important notes. Prior merging, user wish to know if User Notes will be missing or retained when the merge is completed.

User has marked several Customer records as Inactive. When creating Saved Searches and Reports, the user wants all these Inactive Customers and their related records automatically excluded from the Results.

Create a Saved Search version of Sales by Customer Report. The purpose of this will be to bypass certain customization limitations experienced in reports. Saved Search will allow for greater customization flexibility to best fit the user's business needs.

When creatingSales Transactions such as Sales Orders for a Child Customer, the name displayed in the Customer field of the Sales Order is usually in this format:

You can bulk update credit limits on multiple customer records through CSV import.