Invoices

Note:

For information specific to Not-for-Profit (NFP), see Invoicing Pledges.

• Custom Workflow Based Invoice Approval

• Custom Workflow Based Invoice Approval

• Using the Billing Tab and Dashboard

• Global Invoicing Preferences

• Creating an Invoice

• Choosing an Invoice Type

• Invoice Groups Overview

• 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

Invoices Overview

An invoice is a record of a sale to a customer. Invoicing is the process of creating bills for goods and services that customers receive. Record an invoice when payment is not received at the time of delivery. The invoice amount is the total due to be paid to you by the customer.

The invoice indicates terms of payment that specify when you expect to receive the money owed to you. Invoice aging tracks how long the amount has been due as payable. NetSuite keeps track of your outstanding invoices in an account called Accounts Receivable.

All sales in NetSuite involve items from your Items list. Each invoice consists of multiple line items whose sales amounts add up to the total of the invoice. In companies with the most basic billing procedures, items are chosen at the time of sale by clicking Items in the middle of the Invoice page.

Note:

Partially fulfilled Item Groups and partially fulfilled Kit/Packages display a quantity of zero (0) on printed invoices.

Companies that bill costs back to customers have additional sections where they can identify billable costs, mark them up and add them to invoices.

Important:

The total number of lines per transaction cannot exceed 200. For more information about line limitations in NetSuite, see Line Limitations for Transactions.

To enter an invoice, go to Billing > Sales > Create Invoices.

Invoice in Advance of Fulfillment

If you want to create invoices for a whole order even if the order hasn't been completely fulfilled, enable the Invoice in Advance of Fulfillment preference. Then, even if you ship only part of an order, you can create an invoice or cash sale for the entire order. For information about enabling this preference, read Accounting Preferences.

Note:

If an item is manually added to an invoice, the on-hand quantity displayed for the item on the invoice and on any linked fulfillments shows the corresponding reduction.

Custom Invoice Forms

To create a custom invoice form or modify your invoice layout, go to Customization > Forms > Transaction Forms. For detailed instructions, read Creating Custom Entry and Transaction Forms.

Related Topics

• Global Invoicing Preferences
• Creating an Invoice
• Choosing an Invoice Type
• Billing or Invoicing a Sales Order
• Invoicing Billable Customers
• Closing or Voiding an Invoice
• Creating Installments
• Printing an Invoice
• Giving Customers Access to Invoices
• Progress Invoices

General Notices