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Apply a payment to a Sales Order
I know payments can be applied to Invoices but we have customers that pay in advance and I was trying to figure out a way to apply the payments to the Sales order so that when it is invoiced, it will show the payment already applied there and won't trigger the A/R report. Part of the issue is the customer will pre-pay the…
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Manually closing (marking paid in full) an invoice
Hello. I want to load historical invoice transactions in from our legacy system prior to our NetSuite implementation so I can have historical year-over-year sales reports. My implementation consultant told me to load the invoices in via .csv, then reverse out the financial transactions the invoice load will cause, and then…
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Invoice paid in full are re-opened when we ran scheduled script on the old invoices
We ran a scheduled script on all the invoices from 2019 & 2020, which actually updates the custom line fields on the invoices. when we ran this script, some of the statuses of the invoice moved from paid in full to open. I don't how to switch it back, the payments are already applied to them. Did anyone face this problem…
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Workflow to change an Invoice Status.
Hi all, can i create a workflow to change an invoice status? Here, in Brazil, we has a NF emition, but when a NF is cancelled, the Invoice status goes to "Settled", and i need to change it to "Closed". Anyone knows how can i do it? Thanks. Renê.