Tag: invoice

Use Invoice Payment in SCA

The invoice payment on the website can be enabled using the steps below. Go to Commerce > Websites > Website List Edit the Website Record Under the Shopping/Registration and Payment sub-tab Onthe Payments Page section CheckAllow Non-Credit Card Payment Methods During Checkout Onthe Checkout Preferences section The Sales Order Type should always set to Per Customer Basis Go to List > Relationship > Customer Under the Financialsub-tab On the Account Information section Set Terms

Lead/Prospect is converted into customer by creating an opportunity and clicking any one of the sales order/invoice/cash sale buttons.

Create a lead/prospect record. Create an opportunity using the lead/prospect created. Click on the sales order/invoice/cash sale button. The lead/prospect is converted into customer. Record Transaction Performed Click on the Button Converted into Lead Opportunity Sales Order Customer Lead Opportunity Invoice Customer Lead Opportunity Cash Sale Customer Prospect Opportunity Sales Order Customer Prospect Opportunity Invoice… Continue reading Lead/Prospect is converted into customer by creating an opportunity and clicking any one of the sales order/invoice/cash sale buttons.

Lead/Prospect is converted into customer by creating an estimate and clicking any of the sales order/invoice/cash sale button.

Create a lead/prospect record. Create an estimate using the lead/prospect created. Click on the sales order/invoice/cash sale button. The lead/prospect is converted into customer. Record Transaction Performed Click on the Button Converted into Lead Estimate Sales Order Customer Lead Estimate Invoice Customer Lead Estimate Cash Sale Customer Prospect Estimate Sales Order Customer Prospect Estimate Invoice… Continue reading Lead/Prospect is converted into customer by creating an estimate and clicking any of the sales order/invoice/cash sale button.

Getting Sales order quantity from invoice search

There is a standard field in the invoice called {quantityordered} which shows the sales order total quantity per item line. But we cannot have the option to fetch it through the transaction search directly. So we need to apply the join field applied to the transaction and fetch the quantity from there. Search result screenshot.… Continue reading Getting Sales order quantity from invoice search

Print the Date of Billable Times in an Invoice

1. Navigate to Customization > Forms > Transaction Forms. 2. Edit the invoice form used in the transaction(s). 3. Under Printing fields tab > Columns subtab, mark the Print/Email checkbox for the Date Billed field. 4. Click Save. ** This only works when Printing Type is set to Basic.

Proposal For Auto Invoice Creation From Item Fulfilments

Proposal summary   This proposal covers the development plan for the automated invoice generation in the client’s NetSuite account for orders placed through Magento. Requirement   The client wants to have a functionality to automatically generate invoices for item fulfillment records when they are created through Magento. Currently, they follow the manual process and the user has… Continue reading Proposal For Auto Invoice Creation From Item Fulfilments