1. Order Management
  2. Billing and Invoices
  3. SuiteBilling
  4. SuiteBilling Setup
  5. Setting the SuiteBilling Preferences

Setting the SuiteBilling Preferences

Note:

Before you can enable the SuiteBilling feature, you must contact your NetSuite sales or account representative to provision this feature for your NetSuite account.

You cannot enable the SuiteBilling features until these actions are completed:

You can also set optional preferences for subscription management. See Setting Optional Preferences.

For high-level overview diagrams of the workflows that include this procedure, see Subscription Plan Creation, New Stand-Alone Subscription Creation, and Subscription Creation from a Sales Order.

Consolidating Projects on Sales Orders

If you have the Projects feature enabled, before you can enable SuiteBilling, you need to set the Consolidate Projects on Sales Transactions preference. Projects and Project Management must be enabled for the Consolidate Projects on Sales Transactions preference to be accessible.

To set the accounting preference to consolidate projects on sales orders:

  1. Go to Company > Projects.

  2. Check the Projects and Project Management boxes.

  3. Go to Setup > Accounting > Accounting Preferences.

  4. Click the Items/Transactions subtab.

  5. Check the Consolidate Projects on Sales Transactions box.

  6. Click Save.

Disabling Employee Commissions

Before you can enable SuiteBilling, you need to disable the Employee Commissions feature.

Note:

When your account includes commissions data, that data is inaccessible, although still in the account, when Employee Commissions is disabled. If you want to refer to commissions data while using SuiteBilling, you can export the data from Reports > Commissions > Commission Overview Report for Employee commissions and Reports > Commissions > Partner Commission Overview Report for Partner commissions. To correctly set the time range of the report, set the From field to the employee start date and the To field to the current date. For additional instructions, see Exporting a Report.

To disable the Employee Commissions feature:

  1. Go to Setup > Company > Enable Features.

  2. Click the Employees subtab.

  3. In the Commissions section, clear the Employee Commissions box.

  4. Click Save.

General Notices