Curious… Has anyone created invoices via CSV Import with links to a related sales order? From what I can tell, the only way to create an invoice which is linked to a SO is to either use the UI for billing customers, or to use SuiteScript to transform from the sales order.

You could create a custom checkbox on the Sales Order called" Ready to Invoice". Then create a workflow that uses the Transform Record action to transform the SO into an Invoice. You could run this workflow on a schedule using the saved search criteria of "Ready to Invoice = T" or have it an Event Based workflow so whenever the box is checked the invoice is automatically created on save

this is a good solution if you want to use CSV to transform Sales Orders into invoices/cash sales. Just to add that I would suggest looking into using the Billing Operations feature instead of a workflow (the bill op can use a saved search that's filtered for the checkbox MGBC suggested)

Thanks for the inputs!

@suitedev Via transform is possible, just use an alternate route, you still need to consider many factors like 2 or 3 ways matching etc…

absolutely 😄