Apply cash faster. Spend less time matching invoices.

1. Install ApplyFast from the Chrome Web Store
2. Navigate to NetSuite's Accept Customer Payment screen
3. The ApplyFast button appears on the right side of the screen; click it to open the workspace
4. Click Minimize (–) to hide the workspace; the ApplyFast button stays, and clicking it reopens the workspace exactly as you left it

Paste invoice references (one per line) into the text area. A reference without an amount is previewed for its remaining open balance (Amt. Due). Nothing is applied until you review the Preview and click Apply.

Pasting a list or spreadsheet rows replaces the references already in the box; Ctrl+Z undoes it. Select part of the text first to paste over just that part. Reset clears the references, the review and the rows ApplyFast ticked, without changing anything saved in NetSuite.

To apply a partial payment, use the format: INV12345=100.00 where the amount is in US format (comma for thousands, dot for decimal). Accepted amounts look like 1000, 1000.00, 1,000 or 1,000.00 and must be greater than zero. A line with an invalid amount is skipped and reported; it is never applied for the full balance instead.

To apply a payment with a discount, use the format: INV12345|10.00|100.00 (reference | discount | payment). The payment amount is required. If the row's "Disc. Taken" field cannot be found or is not editable, the line is not applied.

You can copy and paste data directly from Excel - the extension automatically detects the format:

• Two columns: Invoice Reference | Payment Amount - automatically formats to INV123=100.00
• Three columns: Invoice Reference | Discount Amount | Payment Amount - automatically formats to INV123|10.00|100.00 and populates both discount and payment fields. A discount of 0, 0.00 or an accounting-format - means no discount.

• Each reference is matched against the Ref No. first, then the PO, then other sublist columns (whole values only).
• A reference that only partially matches a row is skipped. Use the exact Ref No.
• A line with an amount or a discount must match exactly one row.
• An Invoice reference that matches more than one row is skipped as Multiple matches.
• A line without an amount that matches several non-Invoice rows (for example journals) is applied to all of them, each at its own Amt. Due. If any of those rows cannot be applied, none of them are.
• A reference that appears on more than one line, or two lines that point to the same row, are skipped as duplicates.
• Only the Invoices subtab is read. Credits are never applied.

• This page only - Preview and Apply use the rows currently loaded on the Invoices subtab. This is the quickest option when all the open transactions you need are on the page shown.
• All pages - For lists that NetSuite splits across several pages. ApplyFast scans every page first, then previews and applies across all scanned pages.

This page only is free. All pages is an ApplyFast Premium feature and requires an ApplyFast license, activated from the ApplyFast icon in the Chrome toolbar. Users updating from an earlier version can use All pages for 30 days before a license is needed.

1. Paste your lines and click Review Cash Application. ApplyFast reads the rows once and shows a table with the Line, Ref No., Amt. Due, current and new Payment/Discount, and a status for every row. Nothing in NetSuite changes.
2. Review the summary and the statuses. Rows that already have a different Payment or Discount are protected; tick overwrite on a row, or Overwrite all, only if you want to replace those values.
3. Click Apply N Payments. ApplyFast rechecks every row just before writing; rows that changed since Preview are not written. Large lists are applied in chunks, and Stop stops after the current chunk.
4. Review the results (Applied, Adjusted by NetSuite, Not applied), check the totals, then click Save in NetSuite yourself.

If you edit the pasted lines, or the customer, page or rows change after Preview, the Preview is cleared and nothing is changed. Click Review Cash Application again.

1. Select All pages and click Scan All Pages. ApplyFast switches the NetSuite range to each page, reads it once NetSuite has finished loading it, then returns to the page you started on. Scanning only reads: it never changes Payment, Disc. Taken or Apply and never saves. You can stop the scan at any time.
2. When every page shows Scanned, paste your lines and click Review Cash Application. It is not available until the scan is complete.
3. Review the statuses for each page, including any Held, Multiple matches and Not found lines.
4. Click Apply N Payments on K Pages. ApplyFast switches to each page that has rows to write, rechecks the page and every row, writes the approved rows and reads the values back. Please do not edit the NetSuite page while Apply is running; changing the range, editing the Invoices list or using the customer field halts the run.
5. A red Stop button is available throughout Apply. Stop takes effect at the next safe point, never in the middle of a row.
6. After a successful run, ApplyFast returns to the page you started on and shows the results for every page. Check the totals, then click Save in NetSuite yourself.

Any Apply uses up the scan and the Preview. For the next batch, click Rescan All Pages, then Review Cash Application again.

Preview statuses

• Ready - Will be written when you click Apply.
• Overwrite - Will replace the row's existing Payment or Discount because you ticked overwrite.
• Already applied - The row already holds exactly these values, so it is not written again.
• Has Payment - The row already has a different Payment. Not written unless you tick overwrite.
• Has Discount - The row already has a different Disc. Taken. If your line includes a discount you can tick overwrite; if it does not, clear the discount in NetSuite and click Review Cash Application again (ApplyFast never clears a discount).
• Inconsistent - Apply and Payment disagree on the row (for example values entered but Apply not ticked). Never written; fix the row in NetSuite.
• Unreadable - A current value on the row is not a US-format amount. Never written.
• Changed since Preview - The row changed after Preview. Not written; click Review Cash Application again.
• Skipped - The line was not applied. The reason is shown, for example: not found, only partially matches, multiple matches, duplicate line, invalid amount, Amt. Due is 0.00, or Disc. Taken not editable.
• Held (All pages) - A reference without an amount matches several non-Invoice rows on different pages. It is held because pages are applied one at a time and these rows must be applied all together or not at all.

Results after an All pages Apply

• Applied - Written and confirmed by reading the row back.
• Adjusted - Written, but NetSuite shows a different Payment or Disc. Taken (the value is shown). Check the row.
• Not confirmed - Written, but the result could not be verified (row not found again, values unreadable, or Apply not ticked). Check the row in NetSuite.
• Changed since Preview - The row changed before it was written. Not written.
• Row moved - A different transaction is now at that position. Not written.
• Not written - Apply was stopped or halted before this row, or the row could not be written.
• Blocked - Matched, but not written because of its state at Preview (for example Has Payment without overwrite, Has Discount, Inconsistent or Unreadable).
• Already applied, Held, Skipped - As in Preview; not written.
• Error while writing - Something failed while writing this row. Check it in NetSuite.

With This page only, results are grouped as Applied, Adjusted by NetSuite and Not applied (with the reason for each line). During an All pages scan, each page shows Scanned, Not scanned or Scan again.

• Prepare your reference and amount data in a spreadsheet before pasting
• Use exact Ref No. values to avoid partial or multiple matches
• Review every status in the Preview before clicking Apply
• Do not edit the NetSuite page while a scan or Apply is running
• Check the totals and the applied rows before saving the payment in NetSuite