Generating E-Invoices
When you create an invoice, make sure you pick the correct template for generating e-documents.
Any E-Way Bill details you enter on transaction records in NetSuite are included in the certified e-document.
If an invoice contains lot numbered or serialized inventory items, you must enable the following features for e-document generation and certification.
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Serialized Inventory
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Lot Tracking
To enable them, go to Set Up > Company > Enable Features. On the Items & Inventory subtab, check the Serialized Inventory and Lot Tracking boxes.
To generate an e-invoice:
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Create an invoice.
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On the E-Document subtab:
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Select a template from the E-Document Template field. The field shows templates associated with the e-document package assigned to the customer or vendor.
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(Optional) Select a sending method from the E-Document Sending Method field. The field shows sending methods associated with the e-document package assigned for the customer or vendor. If you don't select one, the SuiteApp uses the default certification sending method.
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To get a PDF version of the e-document, check the Generate PDF box.
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Click Save. The system updates the transaction record, and a Generate E–Document button appears at the top.
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Click Generate E–Document.
If an e-invoice is generated successfully, the transaction record is updated with the following:
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The Certify E-document button appears on the record.
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The E-Document Status field value changes to Ready for Certification.
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The Generated E-Document field displays the JSON file, and the Generated PDF field shows the PDF file.
Note:This is a PDF version of the generated e-document, not a preview of the certified PDF. To view the certified PDF with the localized layout, you must certify the file first.
If an e-document is not generated, you can see the error on the E-Document Audit Trail subtab. This subtab tracks all activities for each transaction.
To view the list of errors and how to resolve them, see Electronic Invoice Processing Errors.