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Advanced Invoices are created from sales orders within NetSuite. These transactions associate an advanced payment to a specific sales order. Users can create one or more advanced invoices for a single sales order. An advanced invoice can use the full or partial amount of the advanced payment. However, users cannot exceed the total advanced payment received.

Note: A single advanced payment can be associated with multiple advanced invoices for the same or different sales orders, while a single advanced invoice can only be associated with ONE (1) sales order.

Warning! It is advised that only a maximum of FIVE (5) advanced invoices are created for a single sales order. Anything beyond the limit is subject to performance limitations of your account.

Creating an Advanced Invoice

To create an invoice from a sales order:

  1. Click the Create Advanced Invoice button. A pop-up will display the order’s currency, total order amount, and remaining balance.

  2. Select the associated Advanced Payment. The total unapplied amount of the advanced payment will be defaulted.

  3. Optionally, change the Advanced Invoice Amount and/or the Payment Date.

  4. Click Submit.

  5. Wait until you receive the confirmation that the advanced invoice has been created successfully.

  6. Click the link to the created advanced invoice record.

  7. Review the transaction that was created.

  8. Click the Print button to see the invoice printout.

Reprinting an Advanced Invoice

To print/reprint an advanced invoice:

  1. Open the advanced invoice.

    1. If the advanced invoice is unknown, alternatively, you may open the related sales order initially.

    2. Go to the Related Records tab and select the appropriate advanced invoice under the Transactions subtab.

  2. Click the Print button to see the invoice printout.

Viewing Advanced Invoices

All advanced invoices and relevant advanced invoice corrections are linked to the sales order and displayed as a sequential list for easy access and review.

To view the list of related advanced invoices and corrections:

  1. Open an existing sales order.

  2. Go to the Staria Poland Localization tab and open the Advanced Invoices sublist.

To view the list of related advanced invoices and corrections in sequence:

  1. Open an existing sales order.

  2. Go to the Staria Poland Localization tab and open the Advanced Invoice Link sublist.

To view a list of all advanced invoices in the system:

  1. Navigate to Transactions > Advanced Invoice > Advanced Invoices.

  2. You may click VIEW beside the advanced invoice you wish to review.

Example Advanced Invoices

Send an email to support@staria.com for questions or concerns regarding this topic.

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