Invoices
For information specific to Not-for-Profit (NFP), see Invoicing Pledges.
Invoices Overview
An invoice is a record of a sale to a customer. Invoicing is the process of creating bills for goods and services that customers receive. Record an invoice when you don't receive payment at the time of delivery. The invoice amount is the total due to be paid to you by the customer.
The invoice shows payment terms that tell you when you're expected to get paid. Invoice aging tracks how long an amount has been due. NetSuite monitors your outstanding invoices in an account called Accounts Receivable.
All sales in NetSuite involve items from your Items list. Each invoice has several line items that add up to the total. In companies with basic billing procedures, you select items at the time of sale by clicking Items on the Invoice page.
Partially fulfilled Item Groups and partially fulfilled Kit/Packages display a quantity of zero (0) on printed invoices.
If you bill costs back to customers, you'll see additional sections to identify billable costs, mark them up and add them to invoices.
You can't have more than 200 lines per transaction. For more information about line limitations in NetSuite, see Line Limitations for Transactions.
To enter an invoice, go to Billing > Sales > Create Invoices.
Invoice in Advance of Fulfillment
If you want to create invoices for a entire order even if the order hasn't been fully fulfilled, set the Invoice in Advance of Fulfillment preference. Then, even if you ship only part of an order, you can create an invoice or cash sale for the entire order. For information about this preference, read Accounting Preferences.
If you manually add an item to an invoice, the on-hand item quantity on the invoice and on any linked fulfillment shows the updated amount.
Custom Invoice Forms
To create a custom invoice form or modify your invoice layout, go to Customization > Forms > Transaction Forms. For detailed instructions, read Creating Custom Entry and Transaction Forms.