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Invoice groups: paying outside the group
Hi there, I wonder if the behavior I observe with payments outside the invoice group is expected: per official documentation: » An invoice that is part of an invoice group can't accept payments outside of the invoice group. All payments must go through the invoice group. Customer has a Group Invoices setting enabled. There…
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[Group Invoice] Existing Sales Invoice generated from Sales Order unable to group
Hi Gurus! I have a customer where we have enabled the "Invoice Group" function on the Customer Record. I also have a existing Sales Order (SO001), and a existing Sales Invoice (SI001) that generated from the Sales Order SO001, where the "For Invoice Grouping" is unmarked. The Sales Invoice (SI001) is an open invoice, and i…
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Ability to generate invoices at Customer or Project level
We are a services business using charge-based billing for both fixed price and time & materials projects. The majority of our customers are invoiced monthly with one invoice per project. There are others which which require multiple projects on an invoice, or even a single invoice for the whole customer. Is there a way to…
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Invoice Group Advanced Template: show Invoice project numbers?
Seems this question was asked last in 2022, and it's closed, so I'm bringing it back for one more try. I have a customized Invoice Group detail template which includes just about everything I need except for the Project at the Invoice level. Neither invoice_summary nor invoice_details expose the project field from the…
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Invoice and Invoice Group in the sublist
Hi Gurus! Is it possible to show which invoice group record an invoice is tagged to in a sublist (i.e. customer record > Transaction list) or in a saved search? For example add the Invoice Group # as a column in a view like below? (screenshot from a demo account) Appreciate any input!
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Freemarker in emailtemplate invoice groups
I'm trying to automatically email invoice groups using a workflow. Everything is working fine except one thing. The FreeMarker, which I've added to the selected email template, does not get loaded in the actual email. When I manually send the invoice group using the same template, it does work. Hopefully, somebody has a…
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How to group Multi-child Invoices to Parent?
Hi expert, I have Parent customer and child customer, Invoice is created to multi child customers. I want to make it group into 1 parent, How to do it in standard feature? thanks agus
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How to schedule batch job for invoice group including PO
Hi, How to schedule batch run for invoice group including PO Regards C Rao
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Why is my saved search not showing in the Workflow saved search filter?
hi team seek advice if a workflow or script is needed to send out group invoices to customers. I created a saved search for invoice group and seem unable to have it my workflow saved search filter. I think i missed some steps, seek advice. thank you.
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How to add standard NetSuite field Ship To Select in Group Invoice?
Hi, I need Ship to select and ship to address field in Group invoice sublist to show additional column and filter Regards C Rao