how do I create an invoice in netsuite
# ask-stanley-ai
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how do I create an invoice in netsuite
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AI generated answer (using internal Slack threads):
To create an invoice in NetSuite, you can follow these steps: 1. Navigate to the Transactions menu, then Sales > Create Invoices. 2. In the Customer field, select the customer for whom you are creating the invoice. 3. Fill in the necessary fields such as Date, Post Period, Terms, etc. 4. In the Items subtab, select the items you are invoicing. If the items were part of a sales order, they should automatically populate. 5. Click on the Add button to add the item to the invoice. 6. Repeat the process for all items you are invoicing. 7. Once all items are added, click on the Save button to create the invoice. You can also customize the invoice template to suit your needs. This can be done under Customization > Forms. You will need a basic understanding of HTML to work in the source code of the template. It's worth noting that it is possible to create an invoice without a sales order in NetSuite. However, having a sales order can simplify the process as it automatically populates the items in the invoice. If you receive invoice PDFs (vendor bills) via email, you can use AP automation platforms like Tipalti, MineralTree, Avidxchnage, or Stampli. These platforms OCR your PDF vendor bill and create a record in NetSuite. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack 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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