Using the Billing Tab and Dashboard

Use the Billing tab and dashboard to increases productivity for accounts receivables (A/R) teams. The billing dashboard provides a consolidated view and place to process, analyze, and review a large number of invoices.

Using the A/R Clerk role, go to Billing > Billing Overview to access the billing dashboard. The Billing tab is available to all standard and customized roles created from the Accounting Center. Depending on your permissions, you'll see different tasks, menu options, and reminders. You don't need to enable this feature. It's automatically available with the A/R Clerk role. Like other NetSuite dashboards, you can customize the portlets, meters, and metrics in your billing dashboard.

Depending on your permissions, you can access the following options from the Billing tab:

• Saved Searches

  From here you can access the following reports:

  • Customers by Open A/R Balance

  • Customers by Outstanding Balance

  • Customers by Unbilled Orders

• Sales

  From here you can:

  • Creating an Invoice

  • Entering a Cash Sale

  • Invoicing Sales Orders

  • Invoicing Billable Customers

  • Generating Statements

• Billing Operations

  From here you can:

  • Billing Operations

  • Billing Operations

• Creating Terms of Payment

• Access to Reports

Depending on your permissions, the billing dashboard shows these reminders by default:

• Invoices to Approve

  Note:

  This reminder shows how many invoices are in pending approval regardless if you're the next approver. In contrast, the Invoices Pending My Approval reminder in the Worklist portlet only shows invoices that need your approval.

• Invoices Overdue

• Invoices to Print

• Invoices to Reject

New reminders available as of Version 2016 Release 2 but don't display by default include:

• Invoices to Approve Due to Credit Hold

• Invoices to Approve Due to Unknown Tax Amount

• Invoices to Approve to Inconsistent Payment Terms

Depending on your permissions, you can use the billing dashboard Quick Links to access:

• Customer saved searches

• Billing-related tasks

• Billing-related setups

• Reports

Depending on your permissions, the billing dashboard KPIs and Trend Graphs include:

• Receivables KPI meter

• Receivables KPI list

• Monthly receivables trend graph

Depending on your permissions, the billing dashboard Worklists include:

• Invoices Pending My Approval

  Note:

  This reminder only shows invoices in pending approval and you're the next approver. In contrast, the Invoices to Approve reminder shows the number of invoices pending approval regardless of whether you're the next approver.

• Billing Operations From Last 5 Days

For additional information about dashboards and portlets in NetSuite, see Dashboard Personalization.

Related Topics

• Custom Workflow Based Invoice Approval
• Custom Workflow Based Invoice Approval
• Global Invoicing Preferences
• Creating an Invoice
• Choosing an Invoice Type
• Billing Operations
• Billing or Invoicing a Sales Order
• Invoicing Billable Customers
• Closing or Voiding an Invoice
• Creating Installments
• Printing an Invoice
• Progress Invoices
• Billing Costs to Customers
• Displaying Deposit Balance on Customer Statements and Remittance Slips

General Notices