1. Country-Specific Features
  2. Japan Help Topics
  3. Japanese Invoicing
  4. Japanese Invoice Summary
  5. Generating a Japanese Invoice Summary
  6. Generating the Invoice Summary

Generating the Invoice Summary

After clicking Search on the Generate Invoice Summary page, a search results page displays a list customers and details of invoice summary generation. You can continue invoice summary generation by reviewing the details and finally clicking the Generate button.

To review details and generate the invoice summary:

  1. On the search results page, review the list of customers and these details:

    1. The Statement Date field indicates the same date you selected in the Closing Date field on the Generate Invoice Summary page. You can edit the date if necessary.

    2. The Statement Template field indicates the invoice summary template selected on the subsidiary record. You can still change the template but ensure it's appropriate for the customers' transactions that will be included in the invoice summary.

  2. (Optional) To open a list of customer transactions, for invoices, credit memos, or closed and canceled sales orders, click the amount under the column of the transaction type that you want to view. A transactions list is displayed, with the Type column indicating the transaction type.

  3. (Optional) To exclude a transaction from the invoice summary, go to the list of transactions and click the transaction you want to exclude. On the transaction record, clear the Include in Invoice Summary box.

    Note:

    After editing a transaction, the list of transactions shown on the Generate Invoice Summary page doesn't get refreshed automatically. However, you can perform a search again to view an updated list before generating the invoice summary.

  4. After confirming the customers and transactions that you want to include in the invoice summary, as well as the statement date and template, click Generate.

NetSuite sends you an email indicating that invoice summary generation was completed.

After successful generation, an invoice summary transaction record is automatically created for each customer included in the invoice summary. The record contains details about the customer's name, closing date, invoice summary number, a link to the invoice summary template, a link to the invoice summary document, and a list of the customer transactions.

One PDF file of the invoice summary is created, containing all customers that you chose to include in the invoice summary.

PDF files are automatically saved in the Invoice Summaries folder in the File Cabinet, Documents > Files > File Cabinet. PDF file names are system-generated based on a naming convention. For more information, see Invoice Summary PDF File Naming. A link to the PDF file is included in the invoice summary transaction record and in the email message sent to you.

The Invoice Summary Transaction field on an invoice record that was included in the invoice summary, will have a link to the invoice summary transaction record.

To regenerate an invoice summary , see Regenerating an Invoice Summary for a Customer.

General Notices