Electronic Invoicing Administrator Guide
To start using the electronic invoicing features, you must perform the following:
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Assign subsidiaries to e-document templates. For information about steps, see Assigning E-Document Templates and Sending Methods to Subsidiaries.
Note:If you want to customise the default templates, make a copy first and then make changes to the template. By doing so, your changes will remain saved during SuiteApp updates. You can access the default templates from Setup > E-Documents > E-Document Templates.
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Assign subsidiaries to e-document sending methods. For information about steps, see Assigning E-Document Templates and Sending Methods to Subsidiaries.
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Assign e-document package to customers and vendors for which electronic invoicing is applicable. For information about steps, see Assigning E-Document Packages to Customers and Vendors.
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Add owner IDs to subsidiary or company tax registration numbers for which electronic invoicing is applicable. For information about steps, see Adding Owner IDs in Subsidiary Records.
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Configure settings for connecting NetSuite with the GST Suvidha Providers (GSP). For information about steps, Connect NetSuite with GST Suvidha Providers.
The SuiteApp provides a default template to generate E-Way Bill using IRN. If you want to customize the template, you should create a new one and then mark the template active.
To view, go to Customization > Lists, Records, & Fields > Record Types. Locate E-Way Bill by IRN Template and then, click List.
You can use only one active template at a time.