NetSuite offers robust business management solutions, enabling you to oversee your sales, finances, and inventory from a single platform. A standout feature of NetSuite is its functionality to generate invoices straight from sales orders. In this article, we aim to guide you through the steps involved in producing an invoice from a sales order within NetSuite.
Step 1: Open the Sales Order
The first step in creating an invoice from a sales order is to open the sales order. To do this, navigate to the “Sales” tab and select “Orders.” From there, click on the sales order you want to create an invoice for.
Step 2: Create Invoice
Once you have opened the sales order, you can create an invoice by clicking on the “Create Invoice” button. This will open a new window where you can enter the necessary information to create the invoice.
Step 3: Enter Invoice Information
In the new window, you will need to enter the following information:
- Customer Name
- Invoice Date
- Due Date
- Terms
- Payment Method
- Shipping Method
- Ship To Address
- Bill To Address
- Tax Code
- Memo
Step 4: Review and Submit Invoice
Once you have entered all the necessary information, review the invoice to ensure that everything is correct. If everything looks good, click on the “Submit” button to create the invoice.
Conclusion
Creating an invoice from a sales order in NetSuite is a simple process that can save you time and streamline your business operations. By following these steps, you can quickly and easily create invoices for your customers.