Simplify your invoice management process and boost productivity with the ExtendInsights Data Management application. This tool allows you to effortlessly download and create individual or multiple invoices in Excel with just a few clicks, saving you time and effort.
Template Layout
💡 Tip: It is best to check out the forms and fields and identify the header, column, and required fields in NetSuite that you may need to build the template.
If you are using NetSuite Classic Interface you can go to:
Transactions>Sales>Create Invoices
TranId
Trandate
Subsidiary (Mandatory for NetSuite Oneworld user)
Entity
Memo
Item List: Item
Item List: Quantity
Item List: Amount
Item List: Description (Optional)
Item List: Tax Code (Optional)
Item List: Location (Optional)
Create an Invoice
To create one record, lines that have the same header values will be recognized as one record.
Step 1: Fill in the value for the memo and repeat the header values on the template for each line you wish to have on your Invoice. Tran ID are automatically generated by NetSuite.
Step 2: Put in the line detail values. You can copy from one sheet to another or key in the account from the pick list value or type ahead on the cell.
Step 3: Send to NetSuite by clicking Upload to NetSuite and then Upload Records.
💡 Note
You can create multiple records using ExtendInsights. To know the different ways to create Invoices. Check this guide!