Electronic Invoicing Administrator Guide

To start using the electronic invoicing features, you must perform the following in order:

1. Assign subsidiaries to e-document templates. For more information, see Assigning E-Document Templates and Sending Methods to Subsidiaries.

   Note:

   If you want to customize the default templates, make a copy first, then make your changes. By doing so, your changes won’t get lost during SuiteApp updates.

   To find the default templates, go to Setup > E-Documents > E-Document Templates.

2. Assign subsidiaries to e-document sending methods. For more information, see Assigning E-Document Templates and Sending Methods to Subsidiaries.

3. Assign e-document package to customers and vendors who need electronic invoicing. For more information, see Assigning E-Document Packages to Customers and Vendors.

4. Add owner IDs to subsidiary or company tax registration numbers that need electronic invoicing. For more information, see Adding Owner IDs in Subsidiary Records.

5. Set up NetSuite to connect with GST Suvidha Providers (GSP). For more information, Connect NetSuite with GST Suvidha Providers.

The SuiteApp provides you a default template to generate E-Way Bills using IRN. If you want to customize it, create a new one and mark it as active.

To view it, go to Customization > Lists, Records, & Fields > Record Types. Find E-Way Bill by IRN Template and click List.

General Notices