Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Keep an eye out for upcoming NetSuite events, including meetups, workshops, and webinars. These sessions are a great way to connect with peers, learn from experts, and stay current on the latest NetSuite updates and best practices. Registration links are provided in each event.
Save $30 - limited to first 1,000 registrants
Join the NetSuite community to innovate, connect, and discover what’s next.
SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Register now
Join the NetSuite community to innovate, connect, and discover what’s next.
SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Register now
New to NetSuite | Order to Cash: Creating a Customer Statements
A Statement lists your Customer's transactions, including Invoices, Finance Charges assessed, Credit Memos issued and Payments received. It also contains an Aging Summary at the bottom that shows how long each amount has been due.
Ways to create Individual Statements
1. Navigate to Customer Record >click Actions >select Generate Statements
2. Navigate to Transactions >click Customers >select Individual Statement
Individual Generation Filter Options
- Customer - Select the customer or project you want to generate a statement for
- Statement Date - The date in this field is the date used to calculate aging and the date that appears on the statement form. Default is current date.
Judy Culanding | RPM | New to NetSuite
Learn how to Refer a member | Earn the Answer Accepter Badge | Be the Content Creator of the Quarter | Vote for the content you want to see!
0