Transform Your Billing Process with the NetSuite Invoice Template for Export

Netsuite invoice template for Export

hi and welcome to this video in today's video I want to show you what could be causing the fact that you have historical transaction references that you want to import like open invoices for example from another system onto netsuite let's say you're moving to an Erp to Netflix and you already have these invoices created so you don't want to put new values to these invoices like new references you want to keep your historical transaction number so that for the Aging and for whatever if there's a dispute you can call the right reference some people will tell you to use this number as an external ID but I will show you how to have your netsuite invoices imported with these references instead of importing them mapping the field maybe correctly on the mapping from transaction number on your Excel document to the invoice number on netsuite but then let's see in the reference you expected but instead seeing a weird numbering sequence that's got nothing to do with your Excel document now the extender command wants that to be cuisd inv c182 so what you'll do is you'll go on to netsuite before you do your import of course if you imported the invoices incorrectly just delete them and if you don't know how to must delete invoices just send us a comment and we can have maybe a 30 minute call to show you how to do this faster than just one by one but anyway uh to to prepare your environment for the import you have to go to setup company or to generated numbers click on that so now go to the document number set up scroll down to the transaction you're trying to import and right now it should be looking like this so you can set the minimum digits you want to your invoice references but now let's not focus on this let's look at what number you are already on on netsuite when you're looking at your environment so if you already imported 34 582 invoices then you're going to have to delete them and recreate them correctly because right now your invoice your latest invoice number would be 34582 and you want it to be saying this instead or whatever maybe this one 34 582 with the cus imvc Etc so what you need to do is you would need to make sure that the allow override column has been ticked at the invoice line so you want to allow override temporarily so you save this okay once you save it you'll be able to import your invoices or any transaction and now the the text you have in this transaction number on your Excel document for example this here you will be able to see it now as the invoice reference number on netsuite which is a this here so instead of seeing a weird number here you're going to be seeing whatever you wanted to set from your Excel document now it's not over yet once you've imported your your invoices you have to come back to set up company go to generated numbers go back to your document number scroll back down to your invoice and now you will remove the allow enable because you already imported that and you don't want users to change invoice references as they look at the invoice you will see here that there will it will most probably show the the number of invoices you imported so if you important 34 582 this is what's gonna show but now you want the next invoice to create you create or Netflix manually or through whatever automation you don't want that to show just 34 583 for example maybe you need to keep your prefixes the prefixes you set on your previous invoices uh maybe there is a meaning behind this so you want to keep this prefix so what you'll do is you'll go back to your let's fit Auto generated sequence and then in the prefix on the First Column which is the prefix what you'll do is you will paste the prefix here and now what's going to happen is the next time you create an invoice on that Suite it's going to be c-u-s-i-n-v-c three four five eight three so it's going to keep the sequence from your previous system onto Netflix if you don't do this it's just going to show the number don't forget to save of course and that's it I hope that this was useful to you so don't forget to leave a like or subscribe and I will see you on the next video thank you and goodbye