Assigning E-Document Packages to Customers and Vendors
Assigning e-document packages to customers and vendors ensures that each transaction uses the appropriate template and delivery method for electronic invoices. This helps automate and standardize your e-invoicing process.
An e-document package consists of the following components:
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E-Document Template – The format or layout used to generate an e-invoice in JSON or PDF.
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Sending Method – The channel or method used to deliver the e-document to the recipient (for example, email, portal upload, or direct integration with the government system).
The India Localization SuiteTax Engine SuiteApp includes default JSON templates for e-document generation for different transaction types. For more information, see India Electronic Invoicing Templates.
However, if you want to create new templates and sending methods, see Creating E-Document Templates and Creating E-Document Sending Methods.
Follow these steps to assign e-document packages in NetSuite.
To assign e-document packages to customers:
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Go to Lists > Relationships > Customers.
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Select the customer from the list to assign an e-document package.
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Click the E-Document subtab and select an e–document package from the E-Document Package field.
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Click Save.
To assign e-document packages to vendors:
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Go to Lists > Relationships > Vendors.
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Select the vendor from the list to assign an e-document package.
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Click the E-Document subtab and select an e-document package from the E-Document Package field.
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Click Save.