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The regular sales process in NetSuite involves the following steps: creating a sales order to log the terms of a contract or transaction between a customer and the business, fulfilling the sales order either by delivering the goods or rendering the services based on the agreement, recording and sending an invoice to the customer, and finally, receiving payment from the customer that is logged against the invoice.

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:

  1. Open the settlement invoice in VIEW mode.

  2. Click Accept Payment.

  3. You will be redirected to the Create Customer Payment page where the settlement invoice is automatically marked as apply.

  4. Click Credits. All related credit memos and advanced invoice applications will be displayed.

  5. Click Apply beside the advanced invoice application record you wish to apply to the settlement invoice.

  6. Review all other information.

  7. Click Save.

Automatically Apply an Advanced Invoice

To automatically apply an advanced invoice:

  1. Navigate to Setup > Staria Poland Localization > Poland Localization Settings.

    1. Alternatively, you may type the following keyword on the global search: Poland Localization Settings.

  2. Click the Edit link next to the related subsidiary.

  3. Go to the Sales Invoicing tab.

  4. Under the Advanced Invoice section, mark the Auto Apply Advanced Invoice During Settlement field as checked.

  5. Click the Save button.

Note: Toggling this option will automatically generate the customer payment for all users.

Automation Performance Review

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

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