How to create a sales invoice in NetSuite SuiteTax

Setting up accounting periods

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

Creating a sales invoice

When your accounting periods have been set up, follow these steps to create a sales invoice:

1. Go to Transactions > Sales > Create Invoices.
2. Select a customer from the Customer dropdown menu.
   
   
   
   
3. On the Items tab, select an item from the Item dropdown, enter a value in the Amount field, then click Add.
4. Click Preview Tax.
   
   
   
   
5. You can check the total tax amount in the Summary box.
   
   
   
   
6. Go to the Tax Details tab if you want to check the individual tax lines.
7. Click Save.
   

   When an invoice is edited in any way, including saving, the adapter will be triggered and tax will be updated according to the changes.