The Results page lists all invoices created in this bulk process. Get the necessary tips and templates to create the perfect invoice for your business. Learn about the purpose, origin, types, and elements of an invoice. It includes the cost of the products purchased or services rendered to the buyer. Select the invoices to create by checking the Invoice box next to the transaction.įor each transaction you checked, NetSuite creates an invoice using your preferred invoice form. An invoice is a document given to the buyer by the seller to collect payment. Then, customers can be invoiced monthly for billable time accrued during the previous calendar month. Then, you can filter the list of transactions to process billable transactions for a particular time frame.įor example, a lawyer can filter the transaction list for billable time during the previous month. In the Bill Date field, filter the list of transactions by selecting a date range. For example, a charge at a card-swipe terminal.Ĭheck the Show Invoices box to show a list of invoices created when you submit this page. ![]() For example, when you check the Expenses box, the list shows only transactions for customers with billable expenses.Ĭheck the Charges box if you want to invoice billable charges.Ĭheck the Credit Card Approved box if the credit card transaction occurred outside of NetSuite. Set the preference on the Info subtab of a customer record in the Send Transactions Via field.įilter the transactions that show in the list by checking the Expenses box, Items box, or Time box. Select Respect Customer Preference to send the form based on the default preference on the customer record.įor example, if the customer's record indicates to send forms by fax, then the completed form is faxed. Select No if you do NOT want to send the form using the method indicated.įor example, select No in the To Be Emailed field to not email the form. ![]() Select Yes if you want to send the form using the method indicated.įor example, select Yes in the To Be Faxed field to fax the form. You can make a selection in each field individually. In the fields To Be Printed, To Be Emailed, and To Be Faxed, set your preferences for sending the completed form. You can set the default A/R account for a customer on the Financial subtab of the customer record.įrom the Form list, select the form you want to use for the invoices.Ĭhoose to print, email or fax the invoices. ![]() You can select Respect Customer Preference if you want the invoices created to use each customer's default. To set the default A/R account, go to Setup > Accounting > Accounting Preferences (Administrator). Go to Billing > Sales > Invoice Billable Customers.Įnter the Invoice date to apply to all invoices you are creating.įrom the Account list, select the accounts receivable account to post to.
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