How to create a sales invoice from a sales order in NetSuite SuiteTax

Setting up accounting periods

Before creating a sales invoice, set up your accounting periods:

  1. Go to Setup > Accounting > Manage Accounting Periods.
  2. Create a customized accounting period, or click Set Up Full Year, then click Submit.

Creating a sales invoice

To create an invoice from a sales order, the status of the sales order must be Pending Fulfillment or Pending Billing.

  1. Go to Transactions > Sales > Enter Sales Orders > List.
  2. Click View on the sales order you want to create an invoice for.



  3. If the sales order is Pending Fulfillment, click Fulfill, then hover over the arrow next to the Save button and click Save & Bill. If the order is Pending Billing, click Bill Remaining.







  4. To make sure the amounts are correct, click Preview Tax, then check the amounts in the Summary box. You can also check individual lines in the Tax Details tab.

  5. Click Save.

Bypassing invoice calculation

When creating a sales invoice or cash sales, you have the option to bypass invoice calculation, meaning that GTD will not recalculate sales tax for the invoice; instead, it will keep the sales tax from the sales order.

To turn on this feature, follow these steps:

  1. Go to Customization > Lists, Records, & Fields > Record Types.
  2. Find the Sovos Configuration Record and click List.



  3. Click Edit in the Sovos Configuration row.
  4. Under the Sovos Tax Configuration tab, select Sovos Bypass Invoice Calculation.



  5. Click Save.