Invoice Groups Feature Updates

NetSuite allows invoice grouping only for invoices that use the same A/R account. Invoices using different A/R accounts can no longer be in the same invoice group.

You can now view the A/R account information in several locations:

  • Invoice Group record – Under Primary Information, Account is a required and read-only field. This field is now an invoice grouping criterion to ensure that invoice groups have the same A/R account.
  • Invoice Groups list page – On the Invoice Groups list page, the Account column indicates the A/R account used in an invoice group.
  • Group Invoices page – On the Group Invoices page, the Account column shows the A/R account used in each invoice.
  • Invoice Group Search page – When you create an advanced search for invoice groups, you can do the following:
    • Use the Account filter as a search criterion in the Criteria subtab.
    • Add the Account field in the Result subtab to display the column on the result page.
  • In SuiteAnalytics – When you create an invoice group dataset, you can use the Account field as a criterion.

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