Generating E-Invoices

When you create an invoice, make sure you pick the correct template for generating e-documents.

Note:

Any E-Way Bill details you enter on transaction records in NetSuite are included in the certified e-document.

Note:

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

  • Serialized Inventory

  • 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:

  1. Create an invoice.

  2. On the E-Document subtab:

    1. 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.

    2. (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.

    3. To get 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 an e-invoice is generated successfully, the transaction record is updated with the following:

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.

Related Topics

General Notices