Detailed key benefits of NetSuite Pay

Manage invoices, phone orders, e-commerce sales, subscriptions, and point-of-sale payments from a single solution Accept multiple payment types, including credit and debit cards, including international, and ACH payments Native integration with a preferred processing partner, built by NetSuite Easy, automated onboarding via a secure online merchant application form, accessed directly from the NetSuite account The… Continue reading Detailed key benefits of NetSuite Pay

Scheduled billing operations

Steps to generate invoice from a “sales order with pending bill ‘through scheduled billing operation Transactions -> Billing -> Scheduled Billing Operations Select the customer who has a sales order pending billing Fill in the details and if you want the invoice to be emailed to the customer select to be emailed ” yes” After… Continue reading Scheduled billing operations

Send Invoices In Bulk Through Email

To send transaction email in bulk: Go to Lists > Mass Update > Mass Updates. Click Transactions to expand the mass update options. Click Bulk Email. The Mass Update page opens. On the Criteria subtab, define the transactions you want to send email for using the Filter dropdown list. For example, you can create a list of all unpaid invoices by doing the… Continue reading Send Invoices In Bulk Through Email

Source the value of a custom field from one record to another

In the source list we are selecting the record where which we are setting value for the custom field, and the field name is selected in the source from, when a record is created from opportunity and have same customfield this value will be populated , similarly so on creating records one from other.

Change display type of fields for particular roles.

define([‘N/record’, ‘N/ui/serverWidget’, ‘N/runtime’, ‘N/search’], /** * @param{record} record */ (record, serverWidget, runtime, search) => { “use strict” let fieldIdsToMonitor = [‘unitcost’, ‘cost’, ‘price’, ‘unitprice’] /** * Defines the function definition that is executed before record is loaded. * @param {Object} scriptContext * @param {Record} scriptContext.newRecord – New record * @param {string} scriptContext.type – Trigger type;… Continue reading Change display type of fields for particular roles.

Support Glossary

Case: A record created to document a problem, question, or other feedback from a customer. Case records can be assigned to support reps, who can use the case record to respond to the customer by email. Reps can also use case records to document a support phone call. Cases are customer-facing records, whereas issues, are… Continue reading Support Glossary