ANS-1023 · FINANCIAL REPORTING
How to Display Customer Aging on NetSuite Invoices and Statements?
NetSuite users often seek to include customer aging details directly on invoices or manage consolidated billing statements. This guide clarifies the limitations and available methods.
Short answer
Directly displaying aging fields on NetSuite Advanced PDF invoices for simple customization is limited, and attempts to reference them in custom fields often result in a "Field Not Found" error. However, NetSuite's dedicated "Generate Statements" feature provides comprehensive aging information and consolidated billing options.
Scenario
Users frequently encounter challenges when attempting to include customer aging details directly on NetSuite Advanced PDF invoices. They may also seek methods for generating consolidated billing statements that accurately reflect customer aging. Attempts to pull aging fields from customer records to invoice transactions via custom field formulas often result in errors.
Solution
NetSuite users face specific limitations when attempting to display aging information directly on invoices, but robust functionality exists for generating comprehensive aging statements.
- Limitations on Advanced PDF Invoices:
- Direct exposure of aging fields on the Advanced PDF invoice form for simple customization is limited. While workarounds exist for displaying aging on Advanced PDF invoices (e.g., via saved searches and custom fields), these typically require complex solutions.
- Attempts to pull aging fields from the customer record to the invoice transaction often result in an
ERROR: Field Not Found. This error is commonly encountered when trying to use aging fields as references in a custom field's Default value (non-stored) formula. - Generating Aging Statements:
To provide aging information separate from the invoice PDF, navigate to
Customers > Accounts Receivable > Generate Statements.On the Generate Statements page, locate and utilize the
Consolidated Statementcheckbox. This option allows for controlling how the aging will be displayed on the statement.
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