Articles tagged #INVOICE
Articles tagged
#INVOICE
Remove Adobe Hyperlink on Invoice Email Template Footer
When utilizing a Default Email Template within an Invoice Transaction Form, an Adobe Hyperlink in the footer of the email body is intentionally included. However, some mail filters may block emails containing hyperlinks, leading to potential deliverability issues. This guide outlines steps to remove the hyperlink and enhance email deliverability.
Transaction Saved Search to List Files Attached to Invoice Records
Create a transaction saved search to list files attached to Invoice records.
Next Bill/Bill Remaining Button Not Showing on Sales Order
Scenario
Solution
2. ClickEdit
3. Click onRefresh Items from Project
4. ClickSave
After the record loads, the Next Bill button should now appear on the Sales Order
Show Net Amount on Advanced PDF Template if Mark Up is Applied
Show the Net Amount in the Advanced PDF/HTML Template if Mark Up is applied.
Display Total Discount Field Using Advanced PDF if Amount Is Greater Than Zero
On the Advanced PDF/HTML templates of transaction records, the total discount amount is displayed using the variablerecord.discounttotal, but there are instances where the transactions do not have any discounts.
Use Income Accounts on Multi-Currency Transactions
Currencyfield is grayed-out when creating anIncome type Account(Lists > Accounting > Accounts > New). On existing Income type Accounts, Currency field is not displayed.
Advanced PDF/HTML Template > Print Out Displaying Previous Customer Name
The user has updated the name of a customer who has invoices in the account. This change automatically updated the name from the NetSuite Invoice Record but when they try to print the PDF, both Bill To and Ship To are still showing the old customer's name.
Write off Remaining Amount of Invoice Using Credit Memo
User wants to write off remaining amount of Invoice. This can be done by using Credit Memos. However, ensure that the Invoice being written off do not contain Inventory Items because this will have an effect on the Cost of Goods Sold account.
Transaction Saved Search to Show Item Pricing per Customer
The user is utilizing Multi-currency and would like to show the Transaction Foreign Item Rate and not the Base Currency Item Rate. They need to have a Transaction Saved Search that would show the Item Pricing Level, Item, Amount per customer.
Saved Search to Show Fulfillment /Invoice Dates of Sales Orders in a Date Range
Create Saved Search to display the Fulfillment and Invoice applied to a Sales Order within a specific Date Range
Sales Order Saved Search to Display Related Invoice, Item Fulfillments, Purchase Orders, and Bills
User requires a Sales Order Saved Search to show related Invoices, Item Fulfillments, Purchase Orders and Bills on each column.
Return all Invoices of Sub-Customers based on its Parent Customer in Print Checks and Forms > Invoices
User needs to pull all invoices for a customer and its sub customer, however theCustomerfilter is not available in aOne World Account.
How To Handle Returned Customer Check with related Deposit
Scenario
Solution
- Payment:ClickEdit
- Go to theApplytab >Applied Tosubtab
- Invoice: RemoveCheckmark
- ClickSave
- Open theInvoiceand note that theStatusof the Invoice should beOpen
2. Create aCustomer Refund
- Navigate toTransactions>Customers>Issue Customer Refund
- Customer Name: EnterName
- Go to theApplytab >Creditssubtab
- Apply: EnterCheckmarkfor thePaymentthat was unapplied on Step 2
- Go to theRefund Methodtab
- Refund Method: Select aPayment Method
- ClickSave
Note:Below are the transactions that and a sample of what the G/L Impact would look like:1.Invoice> Debit: A/R > Credit: Revenue2.Payment> Debit: Undeposited Fund > Credit: A/R3.Deposit> Debit: Cash > Credit: Undeposited Fund4.Customer Refund> Debit: A/R > Credit: Cash
Using Terms of Payment
After you have created a term record, you can select that term on invoices and customer records to set payment terms. When you select a term on a customer's record, that term defaults on bills to the customer. You can also set terms on each invoice individually.
Issue a Credit Memo Linked to an Invoice Without Impact to Inventory
The user would like to issue a Credit Memo for an Invoice and only affect the Amount not the Inventory. This is currently filed under Enhancement #81003.
Write off Bad Debt Through Accept Customer Payments
User is interested in writing Off Bad Debt through Accept Customer Payments page.
Apply Credit Memo of One Customer Against Invoice of Another Customer Which Represents One Customer Entity
To apply the Credit Memo associated with Customer A against the open Invoice associated with Customer B, use an additional Journal Entry as it cannot be matched directly.
Fully billed Sales Order has Status of Pending Billing with no Next Bill or Bill Remaining button
Sales OrderhasPending Billingstatus but has noBill/Next Bill/ Bill Remainingbutton. Also, when closing theSales Order, itsStatuswill still remain asPending Billing.