Some companies provide services/goods to customers but they can’t send the bill/invoice to customer after item fulfillment/service provided time. They will generate a statement at the month end. At the time of statement generation total provided items/services cost is list down in ‘Generate Statement’ page. After statement/bill generation send it to customer through email/fax.
Eligible items to create ‘Statement Charges’ in NetSuite:
- Lot Numbered.
- Serialized.
- Non Inventory.
- For Resale
- For Sale.
- Other Charge.
- For Resale
- For Sale.
- Service.
- For Resale
- For Sale.
- Discount.
- Markup
Steps to create Statement charges
1.Create Statement Charges:
- Navigation : Transaction > Sales > Create Statement Charges.
- Create statement charges at the time of goods/services provide.
2.Generate Statement Charges:
- Navigation: Transaction > Customers > Generate Statement Charges.
- Generate Statement Charges at the month end.
3.Print Statement Charges:
- We have ‘Print’ option at statement generation page for print statement charge.
4.Statement Charges Payment:
- At the payment record statement charges are appear under invoices tab.