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This final invoice created from the sales order is referred to as a settlement invoice within the Advanced Invoice process. After saving the settlement invoice, an advanced invoice application record is created for each associated advanced invoice. This record is used to apply the advanced invoice to the settlement invoice through the NetSuite standard customer payment module. With this feature, businesses have the option to automate the application of the advanced invoice to the settlement invoice by creating the customer payment in the background.
Manually Apply an Advanced Invoice
To manually apply an advanced invoice to a settlement invoice:
Open the settlement invoice in VIEW mode.
Click Accept Payment.
You will be redirected to the Create Customer Payment page where the settlement invoice is automatically marked as apply.
Click Credits. All related credit memos and advanced invoice applications will be displayed.
Click Apply beside the advanced invoice application record you wish to apply to the settlement invoice.
Review all other information.
Click Save.
Automatically Apply an Advanced Invoice
To automatically apply an advanced invoice:
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Note: Enabling the Auto Apply Advanced Invoice During Settlement may increase page load times while saving the settlement invoice. Due to this, we suggest maintaining a maximum of five (5) advanced invoices for an order with approximately one hundred (100) lines. If your business use cases exceed these limits, we suggest limiting either the number of advanced invoices associated with one sales order or the number of lines in a sales order. If both are not feasible, it’s best to apply the advanced invoice during customer payment creation manually. |
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Warning! Any transactions generated by this feature are subject to the approval process currently in place in your system. Any automation, such as applying the advanced invoice to the settlement invoice, will not work if the generated settlement invoice or generated advanced invoice application are still pending approval. If this is not the desired outcome, please contact your implementation or support team for further assistance in modifying your current approval process. |
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Send an email to support@staria.com for questions or concerns regarding this topic.