How to create an invoice in the NetSuite Legacy Tax Adapter for GTD

This article is for NetSuite Legacy Tax users only. If you use NetSuite SuiteTax, read the articles in this section for help with creating invoices.

In NetSuite, you can use an existing sales order to create an invoice or create an invoice manually.

With a sales order

1. Go to Transactions > Sales > Enter Sales Orders > List.
   
   
   
   
2. Select View on a sales order record with the Pending Billing status.
   
   
   
   
3. Click Bill.
   
   
   
   
4. An invoice will be created based on the sales order. Check that the information in the Items tab and the Summary box is correct, then click Save.

Without a sales order

1. Go to Transactions > Sales > Create Invoices.
   
   
   
   
2. Select the customer from the dropdown menu.
   
   
   
   
3. In the Items tab, fill in the following information:
   • Item
   • Quantity
   • Price (if not already filled in)
   • Tax Code: Select any value. This field will be overwritten when tax is calculated.
   
   
   
   
4. Click Add.
5. Repeat steps 3-4 for all items.
6. Click Save.