As per NetSuite standards, an email is sent automatically to customer on creation of invoices when we check the To Be Emailed under the communication subtab in the Invoice is set as True. After sending email, this field will be set as False by default. If we set this field as false by using any… Continue reading Email is not sending on creation of Invoices
Tag: invoice
Disable Order summary continue button in Check out page when invoice orders terms are “Prepayment”.
When a customer’s terms are prepayment and they try to make an order using an invoice, the order must be denied. Along with that order summary continue button in checkout page is also denied for further process .For this, we can disable the continue button and display a message regarding this.
Applying a Customer Deposit
A customer deposit can be applied against an invoice when the order is complete. Deposits are applied by creating a Deposit Application transaction. It can be applied against an invoice either from a customer deposit record or on a customer payment form. Apply a deposit from a customer deposit record: Go to Transactions > Customers… Continue reading Applying a Customer Deposit
Reverse Shipped Sales Order and Received Purchase Order
Requirement: Reversing sales orders that have been shipped but not invoiced, as well as those that have been shipped and invoiced. We will also explore the scenario of reversing a purchase order that has related transactions. Solution: In NetSuite, there is no standard functionality for reversing sales orders that have already been shipped. As an… Continue reading Reverse Shipped Sales Order and Received Purchase Order
Partially pay an Invoice by Credit Card and Cash
1. On the Invoice (with amount=1,000.00 for example), click on Accept Payment button (Another way is to navigate to Transactions > Customers > Accept Customer Payment)2. On the Payment screen > Apply tab > Invoices subtab > Mark the Invoice > Enter the partial amount on the Payment Amount field (For example, a credit card payment is only 500.00; then, enter 500.00 on the Amount field.)5. Navigate to the Payment Method tab > Enter all credit card information,… Continue reading Partially pay an Invoice by Credit Card and Cash
PART 3.1 – Common Sales Transaction GL Impact
Sales orders are non-posting transactions that record the items or services a business plans to sell to the customer. Order fulfillment is the process of fulfilling the sales order of a customer. Example: To fulfill the order, the business will have to pull out some items from its inventory, which will result in a decrease in assets… Continue reading PART 3.1 – Common Sales Transaction GL Impact
What is the behavior of adding an item that is not related to a sales order in the invoice.
What is the behavior of adding an item that is not related to a sales order in the invoice.
Process Invoice Using a Cash Sale
In Transaction > Sales > Create Sales Order > New, when billing a sales order it leads to a cash sale invoice. Factors that affect Billing Sales Order are Terms and Payment Method. Payment Method takes precedent over terms and a Cash Sale will be generated instead of Invoice. To confirm:1. Create a copy of a Sales Order with payment method selected in Billing tab.2. Remove the payment method in… Continue reading Process Invoice Using a Cash Sale
Auto-applying Credit memo when an invoice is created.
User event script with afterSubmit entry point is used.
NetSuite invoices to Shopify billings
The Billing Sync data flow exports invoices/cash sales from NetSuite to Shopify. The data flow exports fully/partially billed orders in NetSuite Flow Steps Step 1: Get NetSuite invoices Get all invoices from NetSuite that are created since the last flow run time. NetSuite Saved Search fetch invoices from NetSuite (Provide the internal Id of search) Only… Continue reading NetSuite invoices to Shopify billings