There is a standard field in the invoice called {quantityordered} which shows the sales order total quantity per item line. But we cannot have the option to fetch it through the transaction search directly. So we need to apply the join field applied to the transaction and fetch the quantity from there. Search result screenshot.… Continue reading Getting Sales order quantity from invoice search
Tag: invoice
Proposal For Script Optimization for Creating Invoices Automatically
Proposal For Script Optimization for Creating Invoices Automatically
Print the Date of Billable Times in an Invoice
1. Navigate to Customization > Forms > Transaction Forms. 2. Edit the invoice form used in the transaction(s). 3. Under Printing fields tab > Columns subtab, mark the Print/Email checkbox for the Date Billed field. 4. Click Save. ** This only works when Printing Type is set to Basic.
Proposal For Auto Invoice Creation From Item Fulfilments
Proposal summary This proposal covers the development plan for the automated invoice generation in the client’s NetSuite account for orders placed through Magento. Requirement The client wants to have a functionality to automatically generate invoices for item fulfillment records when they are created through Magento. Currently, they follow the manual process and the user has… Continue reading Proposal For Auto Invoice Creation From Item Fulfilments
Remove access to invoices in the webstore.
If we don’t want customers to see invoices in the webstore, we can remove access by modifying the permissions in their user roles. Navigate to Setup > Users/Roles > Manage Roles Edit the role currently assigned to customers. Change the invoice permission from View to None
Email is not sending on creation of Invoices
As per NetSuite standards, an email is sent automatically to customer on creation of invoices when we check the To Be Emailed under the communication subtab in the Invoice is set as True. After sending email, this field will be set as False by default. If we set this field as false by using any… Continue reading Email is not sending on creation of Invoices
Disable Order summary continue button in Check out page when invoice orders terms are “Prepayment”.
When a customer’s terms are prepayment and they try to make an order using an invoice, the order must be denied. Along with that order summary continue button in checkout page is also denied for further process .For this, we can disable the continue button and display a message regarding this.
Applying a Customer Deposit
A customer deposit can be applied against an invoice when the order is complete. Deposits are applied by creating a Deposit Application transaction. It can be applied against an invoice either from a customer deposit record or on a customer payment form. Apply a deposit from a customer deposit record: Go to Transactions > Customers… Continue reading Applying a Customer Deposit
Reverse Shipped Sales Order and Received Purchase Order
Requirement: Reversing sales orders that have been shipped but not invoiced, as well as those that have been shipped and invoiced. We will also explore the scenario of reversing a purchase order that has related transactions. Solution: In NetSuite, there is no standard functionality for reversing sales orders that have already been shipped. As an… Continue reading Reverse Shipped Sales Order and Received Purchase Order
Partially pay an Invoice by Credit Card and Cash
1. On the Invoice (with amount=1,000.00 for example), click on Accept Payment button (Another way is to navigate to Transactions > Customers > Accept Customer Payment)2. On the Payment screen > Apply tab > Invoices subtab > Mark the Invoice > Enter the partial amount on the Payment Amount field (For example, a credit card payment is only 500.00; then, enter 500.00 on the Amount field.)5. Navigate to the Payment Method tab > Enter all credit card information,… Continue reading Partially pay an Invoice by Credit Card and Cash