Choosing an Invoice Type

NetSuite includes the following standard invoices types:

Finance Charge – Use this only for assessing finance charges, not for normal products and services. It includes the date, finance charge number, bill-to address, terms, due date, project, item, description, amount, and total.

Note:
This invoice type does not show in the list for UK accounts.
Product – This includes all the information from the standard service invoice. In addition, it includes the ship-to address, sales representative, ship date, FOB, and unit price.
Professional – This is the simplest design. It includes the date, invoice number, bill-to address, terms, due date, project, item name, description, amount, tax, and total.
Service – This includes all the information from the standard professional invoice. In addition, it includes the PO# and itemizes a quantity and rate for each line item in the body of the form.
Progress – Use progress billing to bill for portions of projects as they are completed. It includes the date, invoice number, bill-to address, terms, due date, PO#, sales rep, end date, shipping information, item name, current percentage completed, description, amount, and a percentage of the total cost.

Go to Billing > Sales > Create Invoices.
Under Primary Information, in the Custom Form field, select a standard invoice or an invoice form you have customized.
Continue to fill out details on the Invoice page.
When you have finished, choose one of three options to post the information to your NetSuite account:
- Click Save to submit the information and return to the Transactions page.
- Click Save & New to submit the information and return to another blank Invoice page.
- Click Print to save the information and immediately print the invoice form you created.

To create a custom invoice form, go to Customization > Forms > Transaction Forms.