How to Create Invoices in NetSuite

Here's how to create Invoices in NetSuite

Let's create an invoice in NetSuite.

In NetSuite an Invoice can be created a few different ways, such as directly from the Sales Order, from an Item Fulfillment directly from the Customer record, or as a standalone invoice. 

Invoices created directly from Sales orders maintain continuity all the way to a receipt of payment. There is also the benefit of batch processing sales Orders into Invoices. 

To invoice from the Sales Order:

  • Use the Global Search bar to pull up the Sales Order directly.

  • Click on the “Bill Remaining” button. This will open up an invoice form.

  • Enter any required information.

  • And save. 

An invoice is now created with the status of “Open” and can have a payment applied against it when received.

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To invoice from the item Fulfillment:

  • Open the Fulfillment Record and click the “Bill” button. This will open up an invoice form. 

  • Enter any required information.

  • And save. 

An invoice is now created with the status of “Open” and can have a payment applied against it when received. 

To batch process Sales orders:

  • Navigate to Transactions > Sales > Invoice Sales Orders. 

  • From this list, choose all at once or individually which orders you'd like to invoice

  • Click the “Submit” button. 

  • On the Process Status screen, you can refresh until submission status is complete. 

  • Drill down on the complete status to view newly created Invoices which are now ready to have a payment applied. 

Standalone Invoices are created independently from Sales Orders and, therefore, will not be tied to any related transactions aside from the payment receipts on the invoice. 

  • Enter the required information and relevant information, such as customer and Item

  • Enter save and your invoice will now be created with an “Open” status awaiting receipt of payment from the Customer record. 

  • Drill down onto the Sales Sub tab.

  • On the Transaction sublist, click the “New Invoice” button. 

  • Enter the item to be invoiced.

  • Save. 

  • Once saved, a new Invoice is created with a status of “Open” and can have a payment applied against it when received.

Note: Just like the standalone Invoice, this invoice will not be tied to a Sales order. 

Want to learn more? Check out our How To: NetSuite guides here.

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