When creating a Payment Method, what Type applies to payments that occur outside of NetSuite (for example, cash payments)?

The 'Offline' payment method type is designated for transactions that are processed entirely outside of NetSuite's electronic payment gateway infrastructure. This type is used to simply record payments made by methods such as cash, check, or wire transfer. When an 'Offline' payment method is selected on a transaction, NetSuite does not attempt to process any payment electronically; it merely records that the payment was received, allowing for accurate financial reporting and reconciliation.

A. Pay By Reference: This type is for specific payment gateways that allow customers to complete a payment later using a transaction reference number, which is still an integrated electronic process.
B. External Checkout: This type redirects a customer to a third-party payment provider's website (e.g., PayPal) to complete the transaction online before returning them to the merchant's site.
D. General Token: This type is used for token-based credit card processing, where sensitive card data is replaced by a secure token for online transactions, not for offline payments. ---

1. NetSuite Help Center: Creating a Payment Method. SuiteAnswers ID: 9995.

Section/Field: In the documentation for the Payment Method record, the Type field description explicitly states: "Select Offline for payment methods that are processed outside of your website, such as cash or check." This directly supports the correct answer.

2. NetSuite Help Center: Payment Processing Options. SuiteAnswers ID: 10001.

Section: The overview of payment processing distinguishes between integrated electronic payments and offline methods. It clarifies that options like 'External Checkout' and 'General Token' are for online, integrated processing, while 'Offline' is for recording payments handled manually. This reference helps differentiate the incorrect options from the correct one.