Lorenzo
12/10/2024, 11:51 AMCeligo AI
12/10/2024, 11:51 AMAI generated answer (using internal Slack threads):****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** Handling aggregate invoices for a large number of items can be a complex task, especially when you need to update the information throughout the month and generate a final invoice at the end of the month. Here are some suggestions based on previous discussions: 1. Use Billing Schedules: NetSuite allows you to create custom billing schedules. This can be a bit onerous, but it gives you the ability to specify the date and amount of each future invoice. You can create a billing schedule with the number of months that need to be invoiced. If it needs to be quarters, and you have a partial quarter, then you might need a more complicated custom billing schedule. 2. Automate Payment Application: If you're dealing with a large number of invoices and payments, it might be beneficial to automate the application of payments to invoices. There are third-party solutions like Stripe NetSuite connector that can help with this. They allow the user to pay via ACH with a link on the invoice, and the connector will automatically apply a payment to the correct invoice, and then deposit each payment with the daily Stripe payout. 3. Set Clear Payment Policies: If you're dealing with a large number of similar invoices, it's important to set clear policies with your customers. For example, you could tell customers “if you do not define the invoices to be paid we will always apply them to the oldest invoices”. This can help avoid confusion and ensure that payments are applied correctly. Remember, these are just suggestions based on previous discussions and may not be the best solution for your specific situation. Always consider your unique business needs and consult with a NetSuite professional if needed.
Celigo AI
12/10/2024, 11:52 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
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Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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Celigo AI
12/10/2024, 11:52 AM