Generating E-Invoices

When creating an invoice, you must select the appropriate template for generating e-documents.

Note:

E-Way Bill Details entered on transaction records in NetSuite are included in the certified e-document.

Note:

If an invoice contains lot numbered or serialized inventory item types, you must enable the following features for e-document generation and certification.

• Serialized Inventory

• Lot Tracking

  To enable, 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:

1. Create an invoice.

2. On the E-Document subtab:

   1. Select a template from the E–Document Template field. The field contains the templates associated with the e-document package assigned to the customer or vendor.

   2. (Optional) Select a sending method from the E–Document Sending Method field. The field contains the sending methods associated with the e–document package assigned to the customer or vendor. If no sending method is selected, the SuiteApp uses the default certification sending method.

   3. To generate a PDF version of the e-document, check the Generate PDF box.

3. Click Save. The system updates the transaction record and a Generate E–Document button appears at the top.

4. Click Generate E–Document.

If the e-invoice generation is successful, the transaction record is updated with the following:

• The Certify E–document button appears on the record.

• Status of the E–Document Status field changed to Ready for Certification.

• The JSON file is available for download under the Generated E-Document field and the PDF file under the Generated PDF field.

  Note:

  This is a PDF version of the generated e-document and not a preview of the certified PDF. To view the certified PDF with the localized layout, you must first certify the file.

If the e-document generation fails, you can view the error on the E-Document Audit Trail subtab. The E-Document Audit Trail subtab tracks all activities performed for each transaction.

To view the list of errors and learn how to resolve them, see Electronic Invoice Processing Errors.

Related Topics

• Electronic Invoicing User Guide
• Electronic Invoice Processing Errors
• Electronic Invoicing Templates
• Electronic Invoicing for India Overview

General Notices