![]() ![]() You can also filter the list using the search filed where you for example can search for a customer number, an amount or text from the field Your reference. It is also possible to invoice multiple drafts all at the same time.īy clicking on the column headings, the various lists can be sorted to show the invoices in the order you desire. You can go back and open a draft at any time to finish creating the invoice. The invoices that you began to register but are not ready for sending are saved under the Drafts tab. You can change the date interval to view invoices from other periods. You can read more about how to print a list of all your unpaid sales invoices in Reports.Īll invoices of the past month of the current financial year are shown under All sales invoices. By making a selection from Category and Status, you can adapt the list to only show the invoices you are interested in. Here, you can create new invoices and also send payment reminders and receive payments.Īll created invoices that have not yet been paid are found under Unpaid sales invoices. The bulk billing page includes a Set Fields subtab where you can enter updates to enter for orders being billed.įor example, if you bulk bill a group of sales orders, you may want to update the memo field on all of the orders to say “Q1 Rush processing.” You are able to enter the memo text on the Set Fields subtab and all orders processed show the new text.Under Sales - Sales invoices, you manage all of your sales invoices. If you use advanced shipping and want to create invoices for a whole order even if the order has not been completely fulfilled, go to Setup > Accounting > Preferences > Accounting Preferences (Administrator), click the Order Management subtab, check the Invoice in Advance of Fulfillment box, and then click Save. ![]() ![]() To use advanced shipping, go to Setup > Company > Enable Features (Administrator), click the Transactions subtab, check the Advanced Shipping box, and then click Save. If you use advanced shipping, you can track sales orders separately from invoices. If you select Undeposited Funds, after the payment is approved, click Make Deposits to deposit the money from Undeposited Funds into a bank account. If you turned the sales order into a cash sale, you can choose to place the payment into Undeposited Funds or directly into a bank account. If you converted the sales order into an invoice, go to Transactions > Customers > Accept Customer Payments (Administrator) to apply a payment to the open invoice. Click the Refresh button to view updates to the status. The Process Status page displays with the status of the sales orders submitted for billing. In this step, the selected sales orders enter the processing queue and are billed with the data you selected or entered.Ĭlick Submit to create the invoice or cash sale. Set the preference on the Info subtab of a customer record in the Send Transactions By field.Ĭheck the Credit Card Approved box if the transactions you select have already had credit card charges performed outside NetSuite, such as by a card-swipe terminal. Select Respect Customer Preference to send email based on the default preference on the customer record. Select No if you do not want to email this form. Select Yes if you want to email this form. Set the preference on the Info subtab of a customer record in the Send Transactions By field. Select Respect Customer Preference to print based on the default preference on the customer record. Select No if you do not want to print this form. Select Yes if you want to save this form in a queue to print. In the Date field, enter the billing date for the transactions. If a period is closed, you cannot post to that period. ![]() In the Posting Period field, select the accounting period to which you want to post the transaction. Set basic billing information for the sales orders you want to invoice: In the Next Bill On Or Before field, enter a date to filter the list by the billing date on the orders. Otherwise, select All to view sales orders of all customers. To view the list of sales orders for a particular customer, select a customer. To filter the list of billable sales orders displayed, do the following: Go to Transactions > Sales > Invoice Sales Orders (Administrator). ![]()
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