Unable to Change Customers on Invoices Created from Sales Orders in NetSuite

Issue: An issue arises in NetSuite where customers cannot be changed on invoices that are created from sales orders. This limitation does not affect standalone invoices, where the customer field remains editable. Cause: This behavior occurs because the Invoice Groups feature is enabled in NetSuite. This restriction occurs regardless of whether the “For Invoice Grouping”… Continue reading Unable to Change Customers on Invoices Created from Sales Orders in NetSuite

Grouping Invoices with Sub-Customer Reference on Child Invoices

If NetSuite Invoice Grouping is being used, and each Invoice being grouped has different customers, all of which are sub customers of the same parent, the Invoices cannot be grouped – even if that parent is paying on their behalf. All Invoices in the proposed group must have the same customer populated in the native… Continue reading Grouping Invoices with Sub-Customer Reference on Child Invoices

Display the First Invoice Number on the Invoice Group Advanced PDF/HTML Template

Navigate to Customization > Forms > Advanced PDF/HTLM Templates Locate the Standard Invoice Group(Detailed View) PDF/HTML Template and click Customize or find an existing customized one and click Edit Click Source Code Create a table where you want the information to display Between the <td> and </td> tags, insert the following code:               <#list groupedinvoices_summary as invoice_details><#if invoice_details_index==0>${‌invoice_details.invoicenum}</#if></#list>

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… Continue reading Invoice Groups Feature Updates