Billing Customers Using Billing Schedules
Using the Advanced Billing feature, orders that are associated with a billing schedule generate bills according to that schedule. After bills are scheduled, you can Create Bills from the Billing Queue or Bill Manually.
Create Bills from the Billing Queue
When a billing schedule is assigned on a sale or line, NetSuite adds a bill to the billing queue at the intervals determined by the schedule. Then, you can create the bills in the billing queue.
For more information on how schedules generate bills that are added to the queue, read Billing Schedules.
Use the Bill Sales Orders page to process orders with billing schedules; use the Invoice Billable Customers page to create invoices for billable expenses, items, and time.
To create bills from the queue:
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Go to Transactions > Sales > Invoice Sales Orders.
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Select a customer to filter the list to show only transactions associated with the customer.
Select All to show all transactions and not filter the list.
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Select the period you want to post this transaction to.
If a period is closed, you cannot post to that period.
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NetSuite inserts today's date as the date of this transaction. You can type or pick another date.
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In the Next Bill On or Before field, enter a date to filter the fulfillment list by the billing date on orders.
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Choose whether you want to print or email this form.
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Choose an Accounts Receivable account. When this bill is paid, the payment posts to this account.
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Check this box if the transactions you select below have already had credit card charges performed outside NetSuite, such as by a card-swipe terminal.
Note:If you check this box and submit this transaction, NetSuite automatically marks the Credit Card Approved box and sets the Account field on bills you process.
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Check the Hide Unfulfilled Orders box to filter the list to show only fulfilled orders.
Note:This field shows only if the Invoice in Advance of Fulfillment preference is enabled.
Important:If the Invoice in Advance of Fulfillment preference is enabled, Advanced Shipping is enabled, and this box is checked, then any sales order that includes at least one item that can be billed is included in the Sales Orders reminder and is displayed on the Sales Orders to Bill list.
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Click the Select Order Number field to scan in transaction bar codes.
Note:To scan in bar codes, you must select All in the entity field.
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Check the box in the Invoice column next to each order you want to bill.
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Click Submit.
Bills are created for the transactions indicated.
Bill Manually
For orders that have billings outstanding, you can create the remaining invoices manually before NetSuite creates them from the billing schedule. You can create the next invoice on the billing schedule, or you can invoice all of the remaining unbilled portion of the order.
After an invoice is created, you can print, email or fax it to your customer.
To create remaining invoices manually:
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Go to Transactions > Sales > Enter Sales Orders > List > List.
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On the Sales Orders page, click the date next to the order you want to invoice.
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On the sales order:
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Click the Next Bill button to create the next invoice in the billing schedule. Then, click Save.
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Click the Bill Remaining button to invoice the remainder of the order and ignore the billing schedule. Then, click Save.
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To send the invoice to the customer:
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Go to Transactions > Sales > Create Invoices > List.
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On the Invoice list, click the date next to the invoice.
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On the invoice:
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Click the Save & Print button to print the invoice.
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Click the Save & Email button to email the invoice.
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Click the Save & Fax button to fax the invoice.
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