Choosing an Invoice Type
NetSuite includes the following standard invoices types:
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Finance Charge – Use this only for assessing finance charges, not for normal products and services. It includes the date, finance charge number, bill-to address, terms, due date, project, item, description, amount, and total.
Note:This invoice type does not show in the list for UK accounts.
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Product – This includes all the information from the standard service invoice. In addition, it includes the ship-to address, sales representative, ship date, FOB, and unit price.
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Professional – This is the simplest design. It includes the date, invoice number, bill-to address, terms, due date, project, item name, description, amount, tax, and total.
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Service – This includes all the information from the standard professional invoice. In addition, it includes the PO# and itemizes a quantity and rate for each line item in the body of the form.
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Progress – Use progress billing to bill for portions of projects as they are completed. It includes the date, invoice number, bill-to address, terms, due date, PO#, sales rep, end date, shipping information, item name, current percentage completed, description, amount, and a percentage of the total cost.
To select an invoice type:
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Go to Billing > Sales > Create Invoices.
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Under Primary Information, in the Custom Form field, select a standard invoice or an invoice form you have customized.
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Continue to fill out details on the Invoice page.
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When you have finished, choose one of three options to post the information to your NetSuite account:
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Click Save to submit the information and return to the Transactions page.
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Click Save & New to submit the information and return to another blank Invoice page.
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Click Print to save the information and immediately print the invoice form you created.
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Custom Invoice Forms
To create a custom invoice form, go to Customization > Forms > Transaction Forms.
Related Topics
- Custom Workflow Based Invoice Approval
- Custom Workflow Based Invoice Approval
- Using the Billing Tab and Dashboard
- Global Invoicing Preferences
- Creating an Invoice
- Choosing an Invoice Type
- Billing Operations
- Billing or Invoicing a Sales Order
- Invoicing Billable Customers
- Closing or Voiding an Invoice
- Creating Installments
- Printing an Invoice
- Progress Invoices
- Billing Costs to Customers
- Displaying Deposit Balance on Customer Statements and Remittance Slips