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Netsuite invoice template for Shipping

welcome to the short training video on how to create a customer invoice inet Suite this video is presented to you by Business Solution Partners today I'll show you how to complete the invoice entry form I'll give you an overview of the subsidiary associated with the customer I'll show you how to select the service or product items when creating a customer invoice I'll give you an overview of the GL account mapped to items and customers related to the invoice are creating I'll go over how to enter shipping information and shipping cost how to add a new shipping address I'll give you an overview of billing terms and invoice currency and I'll go over billable expenses and billable time which can be added to a customer invoice at the time of creation to create a customer invoice I can go to customers sales create invoices or I can go to billing sales create invoices and this will bring me to the invoice entry form I want to change my form to the standard product invoice however you may have your own customized forms that you set up for your firm the invoice number has been prefilled and I'm going to select the customer name to be ABM and the dates have been prefilled but you can change this the date is set up to be today's date and the posting period is this month but you can change this as long as the period is open if you're tracking by project you can select your project here start and end date are associated with the ad Advanced billing module or feature so if you have a set up in your company you can use those and the start date is going to depend on when the First Billing is supposed to take place if you want to track by po numbers you select you enter that here and you can add a memo for your invoice we have sales opportunity information or sales information in the middle of the form opportunity the sales effective date lead source and partner for this sale the subsidiar under classification is linked to your customer you can only have one customer per one subsidiary rather per customer so when you created this customer we Associated it with the us2 subsidiary and every time I create an invoice for this customer it's going to post to us2 you can add department and class and location to your invoice location is a required field for our company so I'll select Boston and if we go back up there there is some other information here some of these field are custom fields for our firm so depending on what you need to track you'll decide whether some of those fields are needed when you're creating the invoice so now let's move down to the Financial tabs under items you have a discount section which it's not a custom field in this case if you are tracking discounts you can or given discounts you'll have some discounts that have been preset for your firm and you can select from them uh coupon codes can be used other promotions as well now let's start with the revenue section this is where you can select the product that you're selling and this is selected as an item we have a video on how to create service or items so and the same applies if you want to create a product item so refer to that video to learn how to associate an item with your GL account in the income statement I want to select my product today and I want to sell a wireless mouse I'm going to select the Logitech curve wireless mouse and the system is going to tell me that I don't have any in inventory it's just a warning I will go ahead and say okay and my description the list price and the U amount of tax the tax the fact that it's not tax has been prefilled this means that when I created this item I selected a list price and the taxable or the tax code for this item if you wanted to see where this is going to post in the GL you can find this item and you can see what g account is been linked to I'm going to select add and now I can see my $100 here in the summary section ction of my invoice if you want to sell more items or bill for more items you can select additional items here and just keep hitting add until you're done the buildable items buildable expenses and buildable time will have transactions that were marked billable for this customer so for example if you have any TN expenses that were marked avilable for these customers you will find them on the bable expenses we don't have anything avilable for these clients so I will move on to the shipping tab on shipping you can see the shipping date which is default today but you can change it to something else in the future the shipping carrier is going to be driven by what has been assigned to your account by internally by your team we have the option of using FedEx and UPS for for example and there shipping cost you can select to build the customer for shipping cost if you add shipping here it's going to be added to the invoice we have decided not to bill for handling cost so that's why it's gred out and that's a setting that we have enabled in our account for shipping address you have a shipping to address here which is connected to the customer record that we created previously but you can add a new address or a custom address to where you want to ship these Goods under the billing tab you can see the billing terms which are net 30 and this was set up at the time the customer record was set up you can change it to others that are available if you choose there's some account some payment information that you can use down at the bottom of this form and towards to the right you have the billing address which you can also change to something else if we move over to accounting you can see the account receivable GL this is going to post to you have currency here which is defaulting to the currency for the subsidiary as well as the exchange rate some of these fields are custom fields for our company on the revenue Rec on Revenue commitment you can select to create a revenue commitment for this client if we go to the relationship tab you can see contact information for this customer under the sales team you will see information about the sales rep that for your firm as as you see with this company under communication you can choose between printing this invoice faxing it or emailing it and also add a custom message for the customer under related records you will be able to find here other transactions that are linked to this invoice once the invoice is save and all the transactions are posted for example once the invoice is paid you will will be able to find the payment transaction in this section we have a custom column here where some additional information can be selected under approver list quote approvals and sales order approval you'll be able to select approvers for each one of these if approval approval workflow has been set up for your firm now I'm ready to save my invoice and let's see if everything is incorrectly great the invoice has been saved and now we can receive payments once the customer sends their payment in we hope you found this video useful if you have any questions about any of the features described in the video or need training or support with net site modus or transactions please contact Business Solution Partners at the email or phone number on the screen Business Solution Partners is a net partner and a management and consulting firm specializing in cloudbased system implementations their staff members and management team include CPAs and certified solution developers with over 25 years of experience in accounting and system implementations visit us at bsp n.com or follow us on Twitter and other social media