Use ExtendInsights to retrieve one or more invoices into Excel, make changes, and upload those changes to NetSuite. You can update invoice fields, add lines, or remove lines.
Walkthrough Video
Watch the video for a walkthrough.
Prepare Your Invoice Template
Before building a template, review your NetSuite invoice form and identify the header fields, line-level fields, and required fields for your process.
In the NetSuite Classic interface, go to Transactions → Sales → Create Invoices.
A template may include these fields:
Field | Level | Notes |
Tran ID | Header | Identifies the invoice. |
Tran Date | Header | Invoice date. |
Subsidiary | Header | Required for NetSuite OneWorld users. |
Entity | Header | Customer associated with the invoice. |
Memo | Header | Optional invoice-level note. |
Item List: Item | Line | Item on the invoice line. |
Item List: Quantity | Line | Quantity for the line. |
Item List: Amount | Line | Amount for the line. |
Item List: Description | Line | Optional line description. |
Item List: Tax Code | Line | Optional tax code. |
Item List: Location | Line | Optional location. |
Retrieve Invoices
You can retrieve existing invoices using:
A NetSuite Saved Search
A Data Filter
NetSuite Internal IDs
➡️ See the Retrieve Data guide collection for instructions on each method.
After retrieving invoices into a template, you can update existing values, add lines, or delete lines.
Update an Existing Invoice
Retrieve the invoice into Excel.
Change the fields you want to update.
🚨 Keep the Internal ID unchanged. ExtendInsights uses it to identify the existing NetSuite record to update.
If you change a line’s Quantity and want NetSuite to recalculate the Amount, clear the Amount cell.
In the ExtendInsights panel, click Upload to NetSuite, then Upload Records.
Review the upload result. An Internal ID highlighted in green indicates a successful upload.
Check the invoice in NetSuite to confirm the changes.
Add Lines to an Existing Invoice
If you have an existing record and you need to add lines in between or below the existing record, you can do that within our application.
Retrieve the invoice into Excel.
Insert worksheet rows for the additional invoice lines where you want them to appear.
Repeat the invoice’s header values on the new rows so ExtendInsights recognizes that the lines belong to the same invoice.
Enter the line-level values, such as Item, Quantity, and Amount. You can prepare values in another worksheet and copy them into the template.
In the ExtendInsights panel, click Upload to NetSuite, then Upload Records.
Review the upload result. An Internal ID highlighted in green indicates a successful upload.
Check the invoice in NetSuite to confirm the new lines were added.
Delete Lines From an Existing Invoice
Retrieve the invoice into Excel.
Select the worksheet row for the invoice line you want to remove.
Right-click the selected row and choose Delete.
In the ExtendInsights panel, click Upload to NetSuite, then Upload Records.
Check the invoice in NetSuite to confirm the line was removed.