Streamline Your Workflow with the Netsuite Invoice Template for Sales

Netsuite invoice template for Sales

hi guys steve here from the NetSuite team this video is going to instruction on how to invoice a sales order in a previous video we have created for you fulfilling a sales order I got to the point where we we fulfilled the items delivered them out of stock to the client and the sales order then goes into a status called pending billing now I have a sales order up on the screen here to find your sales orders though go to the client record go down to their transactions and select on the sales order that you have normally when you do your item fulfillment you would automatically click bill on the item fulfillment once that's completed and then you can go in and generate your invoice in this case we've got the sales order it has been fulfilled but not yet billed so I've brought up the sales order transaction here and you can see I have bill remaining the status is pending billing we're ready to invoice click on bill remaining this will then have our invoice up here to be generated this is where we can just tidy up any other loose information that we haven't placed on our sales order you can place in a memo thank you for your business any instructions any information that you want to advise your client you can place this on your your memo field here over here you can see I haven't got any payment terms because the client hasn't been set up correctly so I'm going to place him on a net 7 so that my due date is in seven days time don't need to put a start or an end date there because we're actually just doing the invoice I come down my names on the sales rep we've got our bill two and shipped two addresses there we have our full school location marketing territory and our sales channel mobile in there all our items have been fulfilled we have the the prices as per what we've quoted or what is the actual price on the quantity are the the items once those details are in we click Save and this will generate our invoice then as per any other transaction you're doing next week if you're wanting to print the invoice out and send it to the client click on the print icon here click print and we have our a PDF invoice ready to be printed and then mailed off to you your client you can see here the details there the tax invoice scroll down with the date the sales rep also you memo this is where it shows down here next to your total columns there if there were any deposits that were made on to the the sales order once you've invoiced you would go into the client record and apply those credits to show that the amount jus is less the deposit paid in this case a no deposit was paid so he's due for a full payment on that invoice of two thousand sixty dollars or fifty cents the other way you can provide this to your client obviously clicking on the email you're showing the email address is correct click on the message tab either choose your template or writing your little spiel that you want to write in it you want if you like doing an individual written message to your clients by all means do that click merge and send and that will send your email off to the the client and the emails will be stored and visible in the communication tab of your client record for future reference there you go there's your invoice in a sales order thank you very much