In today’s NetSuite guide, we will focus on accessing and viewing NetSuite invoices. ScaleNorth will provide a clear step-by-step guide.
Step-by-Step Guide to Viewing Invoices in NetSuite
Step 1: Log in to NetSuite
To begin, open your web browser and navigate to the NetSuite login page. Enter your credentials to log in successfully.
Step 2: Access the NetSuite Invoice Page
Disclaimer: Navigational Path may vary based on Role’s Center
Once logged in, you’ll find yourself on the NetSuite dashboard. To view your invoices, locate the top navigation menu and hover over the “Transactions” tab. A drop-down menu will appear – select “Sales” and then click “Invoices” from the sub-menu.
Please keep in mind that the exact labelling and positioning of the menus may differ based on your specific role’s centre configuration. If you’re unable to find the exact option, we recommend consulting your NetSuite administrator or referring to your organization’s internal documentation for further guidance.
You can also look up the Invoice Using Global Search.
If you have specific details about the invoice, such as the invoice number or customer name, you can utilize the powerful Global Search feature in NetSuite to quickly find the invoice you’re looking for. Here’s how:
a. Locate the Global Search bar at the top right corner of the NetSuite interface.
b. Enter relevant keywords related to the invoice you want to view. This can include the invoice number, customer name, or any other identifying information.
c. As you start typing, NetSuite’s Global Search will provide real-time suggestions based on your input. Look for the relevant invoice in the search results dropdown.
d. Click on the desired invoice from the search results to navigate directly to its detailed view.
By leveraging the Global Search functionality, you can bypass the need to manually filter through a long list of invoices and quickly jump to the specific invoice you’re interested in.
Step 3: Filter and Sort Invoices
On the Invoices page, you’ll see a list of all your invoices. To narrow down the results and find specific invoices, you can use the available filters and search options.
You can filter by criteria such as date, customer, amount, or invoice status. Utilize these filters to refine your search and locate the desired invoice(s) quickly.
Step 4: View Invoice Details
Once you’ve located the invoice you want to view, click on its number or reference to access the detailed view. This page will display comprehensive information about the invoice, including the customer details, invoice date, line items, amounts, and any related notes or attachments.
Step 5: Print or Save the Invoice
If you need a hard copy or want to save the invoice for future reference, NetSuite provides options to print or save it as a PDF.
Click the appropriate icon or link on the invoice detail page and follow the prompts to generate the printout or save the invoice as a PDF file on your device.
And there you have it – a simple step-by-step guide to view NetSuite invoices. By following these instructions, you can easily access, filter, and review your invoices within the NetSuite platform.
This functionality empowers you to stay on top of your financial records and effortlessly track your business transactions.
As a highly accredited NetSuite Solution Provider, ScaleNorth is well positioned to help you with the full scope of your NetSuite customization needs. If you require more NetSuite assistance, contact ScaleNorth today.
About the Author
Arjay Agpoon is a seasoned professional with a proven track record, boasting over nine years of impactful experience across diverse Finance and Consulting roles. His expertise shines through in his pivotal role as a catalyst for the seamless transition of a pioneering account.
Arjay’s commitment to operational excellence is not only evident in his achievements but also backed by his Six Sigma Green Belt certification. This prestigious credential underscores his dedication to refining processes, optimizing efficiency, and consistently delivering exceptional results.