There are four types of sales order forms: Standard Sales Order; Standard Sales Order – Cash Sale; Standard Sales Order – Invoice; and Standard Sales Order – Progress Billing. Once you have navigated to the new sales order page, you would choose which of these types you want to use in the Custom Form dropdown list.
Difference between the forms:
Progress Billing Form
When using progress billing, a progress sales order is created and approved. When a portion of the project has been completed, the progress sales order is fulfilled. Then, a progress invoice is created for a percentage of the total cost. Here the billing is happening like part by part.
Cash sale
A cash sale transaction records the sale of goods or services for which immediate payment is received at the time of delivery. When you enter a payment method on the standard sales order form, NetSuite automatically creates a cash sale when the sale is billed.
Invoice
An invoice means that the payment has been delayed. And when you enter payment terms, on the sales order form, NetSuite automatically creates an invoice when the sale is billed.
Standard Sales order
The standard sales order form is by far the most flexible of the four types. With it, you can do what any of the other types can do. The only reason why you might wish to use the more specific sales order forms is that they don’t give you options. For example, if you choose the Standard Sales Order – Cash Sale form because you already know that you are creating a sales order that will be billed as a cash sale, then none of the invoice-related options would appear on the form.