ANS-0811 · PROJECT MANAGEMENT
How to Bulk Invoice Sales Orders and Handle Billable Time in NetSuite
Understand the NetSuite processes for efficiently invoicing multiple sales orders and managing billable project time for customer billing.
Short answer
NetSuite's 'Transactions > Sales > Invoice Sales Orders' enables bulk invoicing of sales orders. While it can refresh project items, automatically incorporating billable time often requires specific manual configurations or utilizing the 'Invoice Billable Customers' page. This streamlines billing for sales orders without individual processing.
Scenario
Organizations often need to generate invoices for numerous sales orders simultaneously. A common challenge arises when these sales orders are linked to projects, and the invoicing process needs to account for project-related items and billable time. Users seek an efficient method to bulk-create invoices without manually refreshing each sales order.
Solution
NetSuite provides a dedicated function for bulk invoicing sales orders, which can also interact with project-related items. However, the automatic inclusion of billable time in this specific process may require additional setup or a different invoicing method.n
Navigate to
Transactions > Sales > Invoice Sales Orders.nThis page is designed to process orders with billing schedules and can facilitate the bulk creation of invoices for sales orders.n
While this process can refresh items from associated projects, the automatic consideration of billable time for invoicing is not universally applied and often requires manual configuration.n
For creating invoices that specifically include billable expenses, items, and time, it is often necessary to utilize the
Invoice Billable Customerspage.This approach eliminates the need to individually access and refresh each sales order before invoicing.
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