Using the Billing Tab and Dashboard

Use the Billing tab and dashboard to increases productivity for accounts receivables (A/R) professionals. 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, access the billing dashboard by going to Billing > Billing Overview. The Billing tab is available to all standard and customized roles created from the Accounting Center. Depending on your permissions, the list of tasks, menu options, and reminders available is varied. This feature does not have to be enabled as it is automatically available with the A/R Clerk role. Like other NetSuite dashboards, you can customize the portlets, meters, and metric that show 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

By default and based on your permissions, the billing dashboard shows the following reminders:

• Invoices to Approve

  Note:

  This reminder shows the number of invoices pending approval regardless of whether you are the next approver. This is opposed to the Invoices Pending My Approval reminder in the Worklist portlet, which only shows invoices that are pending approval and you are the next approver.

• Invoices Overdue

• Invoices to Print

• Invoices to Reject

New reminders available as of Version 2016 Release 2 but do not 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

Based on your permissions, the billing dashboard Quick Links provide access to:

• Customer saved searches

• Billing-related tasks

• Billing-related setups

• Reports

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

• Receivables KPI meter

• Receivables KPI list

• Monthly receivables trend graph

Based on your permissions, the billing dashboard Worklists include:

• Invoices Pending My Approval

  Note:

  This reminder shows only invoices that are pending approval and you are the next approver. This is opposed to the Invoices to Approve reminder, which shows the number of invoices pending approval regardless of whether you are 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