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New to NetSuite | Order to Cash: Creating a linked Cash Sale

edited Aug 21, 2025 8:52PM in Order to Cash

A linked Cash Sale generally refers to a Cash transaction that is connected to other transactions such as Sales Order, Estimate or another linked Cash Sale.

A linked record means that information generated will be sourced to an existing record. Created From field will be automatically populated.

Ways to create a Linked Cash Sale

1. Transaction > Sales > Invoice Sales Orders > Submit

2. Transaction > Billing > Process Billing Operations > Sales Orders = T > Run

3. Sales Order > Bill/Next Bill/Bill Remaining

4. Cash Sale > Actions > Make Copy

5. Estimate > Cash Sale

When you create any linked transaction from the Estimate, the record status will change to Processed.

Judy Culanding | RPM | New to NetSuite

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