NetSuite stands out as a robust management tool for businesses, enabling the management of financial transactions, inventory, and customer interactions from a single platform. A notable capability of NetSuite is its functionality for producing and monitoring invoices for clients. In this article, we’re going to walk you through the process of accessing invoices within NetSuite.
Step 1: Log in to NetSuite
To begin, log in to your NetSuite account using your username and password. Once you are logged in, you will be taken to the NetSuite dashboard.
Step 2: Navigate to the Invoices Tab
From the NetSuite dashboard, navigate to the “Transactions” tab and then select “Invoices” from the drop-down menu. This will take you to the invoices page.
Step 3: Search for Invoices
Once you are on the invoices page, you can search for specific invoices using the search bar at the top of the page. You can search by invoice number, customer name, or any other relevant information.
Step 4: View Invoices
Once you have found the invoice you are looking for, click on it to view the details. The invoice will display all of the information related to the transaction, including the customer name, invoice number, date, and amount due.
Step 5: Print or Export Invoices
If you need to print or export an invoice, simply click on the “Print” or “Export” buttons located at the top of the page. You can choose from a variety of formats, including PDF and Excel.
Conclusion
Viewing invoices in NetSuite is a simple process that can be done in just a few steps. By following these steps, you can easily access and manage your invoices from anywhere with an internet connection.