Create Your Netsuite Invoice Template for Personnel with Ease

Netsuite invoice template for Personnel

[Music] welcome to the netsuite training video provided by trustangel company my name is sara sufi and in today's video we will be demonstrating how to invoice your sales orders you can invoice your sales audio either by going to transactions sales and the click invoice sales orders here you will choose the customer that you want to invoice then choose the sales order and then click on submit or you can use the global search to find your sales order that you want to invoice as you can see the status of this sales order is bending billing partially fulfilled and that because we fulfilled a part of this sales order and now we will only invoice the fulfilled part and to see the videos of how to create and fulfill your sales order please refer to the description you have two options either to invoice one of the fulfillment that you did by going to the related records choose one of the fulfillment process and then click on bell to only invoice the item under this fulfillment or you can go to the sales order and if you click on the bill from the sales order you will invoice all the fulfillments that you did i will click bell from the sales order in the invoice page for the invoice number the system will generate it automatically and most of the fields will be auto populated from the original sales order like customer name the subsidiary and location for the date netsuite insert today's days at the posting date of this invoice and you can choose another date for the posting period select the period that you want to post this invoice to and if the period is closed you cannot post this invoice to that period for the due date it's depending on the customer terms that we chose before and for example if we change the terms to be net 30 the due date will be changed ingly if you have any note you can write it on the memo field for the items as you can see we will only invoice the items and the quantity that that we fulfilled before in the communication sub-tab you can attach any file that related to that invoice from the file sub tab and when you finish click on save you can see the gl impact of this invoice either by going to actions gl impact or from the gl impact sub tab and now if we go back to our sales order now the status become partially fulfilled because we fulfill and invoice the first part of our sales order thank you for watching this video was brought to you by trustangle team