Solution
Tag: invoice
Update Due date based on Uploading Date in the Invoice Record
Requirement The client requirement is to update the due date in the invoice record according to the uploading date and the customer’s terms of billing. While doing a CSV import, the “uploading date” should be populated through the import and the script will be updating the due date(field id: “duedate”) accordingly While uploading the file,… Continue reading Update Due date based on Uploading Date in the Invoice Record
Saved search to get the contacts of the customer from an invoice.
Requirement – The purpose of this saved search is to run a report on all our contacts and bring in their spend in the past 12 months. The search should display the primary contact of the customer if there is no contact added in the invoice. Solution – Create an invoice saved search including the… Continue reading Saved search to get the contacts of the customer from an invoice.
Invoice Group Feature
KEY-NOTES New NS 2020.2 feature Lets you group invoices for your customers Combining multiple invoices into one invoice group based on the customer. Invoice groups do not post to the general ledger After an invoice group is created, you can add or remove invoices from the group. We can create an invoice group with a… Continue reading Invoice Group Feature
Automation of Creating Invoices and Bills for intercompany sales orders
This proposal covers the scope of Automating the creation of Invoices and Bills. Proposal Summary This proposal will be covering the implementation of the Automation of Creating Invoice and Bills from Intercompany Sales Order and Purchase Order to the production account. Requirement Macrofin’s client needs to automate the creation of the Invoice and Bill when… Continue reading Automation of Creating Invoices and Bills for intercompany sales orders
Consolidated Invoicing
This proposal covers the Proposal For Consolidated Invoicing Proposal summary Compusoft AS currently provides a consolidated invoice to some customers, which combines multiple estimates into one invoice. This invoice will provide all the statutory information required to be a recognised invoice and include all the line item details, with the appropriate discounts. A customer may… Continue reading Consolidated Invoicing
Adding Merchant-e Link to Netsuite
Adding Merchant-e Link to Netsuite
Rounding Off Invoices & Bills
Rounding Off Invoices & Bills upon the save action automatically. Proposal summary The total amount of invoice/bill will be updated with the rounding amount. The Rounding amount will be added or deducted based on the total amount. Requirement Is there a way we can round the amount automatically in NetSuite to the closest INR? This… Continue reading Rounding Off Invoices & Bills
BLOCK MAKE A PAYMENT
The Account Management should be working while trying to add the managerial emails onto the account
Estimate, SO, and Invoice PDF Updates Proposal
Estimate, SO, Invoice Form and PDF update