#78 | How to Create a Sales Invoice in NetSuite

Invoices are one of the important documents needed in any sales transaction. With that in mind, anyone who uses NetSuite should know how to correctly create a sales invoice. In this guide, you will learn how to record in invoices each item sold and the step-by-step process for creating a sales invoice.

This guide will have the following sections:

Recording Sales on Invoices
Creating A Sales Invoice

I suggest you watch the video. It’s easier to understand if you are a visual/audio learner. The content below is the same as the video. It’s for those who learn by reading.

Recording Sales in Invoices

When recording sales in invoices, you need to add each item sold from your items list. Each invoice consists of line items and their sales amounts. The sum of all sales amounts on an invoice is equal to the total amount the customer owes.

Screenshot invoice — Fig. 1 – Invoice Summary

Next, let’s go to some examples.

This is a sample invoice reflecting the following amounts:

The total amount that the customer must pay is $1,299.
The tax rate is 8.25%, which is equal to $107.17.
The price of $1,299 plus tax of $107.17 is equal to $1,406.17.

Screenshot of sample invoice reflecting amount of customer and tax amount — Fig. 2 – Example of invoice reflecting amount of customer needs to pay and the tax amount

Another example is the invoice below with a consolidation of two invoices.

The total balance the customer should pay is $1,524.16.
This amount is the sum of the two invoices with dates October 1, 2016 and November 16, 2016.

screenshot of example of consolidation of 2 invoices — Fig. 3 – Example of consolidation of two invoices

Creating a Sales Invoice

Sample Sale for Sales Invoice Creation

The steps demonstrated in the next section will be based on the following customer details:

Sales Invoice Creation details — Fig. 4 – Sample Sale for Sales Invoice Creation

Step-by-step process for creating a Sales Invoice

Step 1: Create Invoices Menu.
- To start, go to Transactions → Sales → Create Invoices.

Screenshot of Transaction to sales to Create invoices — Step 1 – Create Invoice Menu

Step 2: In the Customer field, choose Apple.

Screenshot of customer field — Step 2 – In customer field, choose Apple

Step 3: Enter the Invoice Number.

screenshot of invoice field where you enter the invoice number — Step 3- Enter the invoice number

Step 4: Select Payment Terms.

As shown below, we will choose Net 30.

Screenshot of terms of payment field — Step 4 – Select payment terms

Step 5: Add the Details. Click List.

Select list — Step 5 – Add the details. Click list

Step 6: Choose the Product Sold.

For this example, the product is Merlin 4412D.

Screenshot of chosen product Merlin 4412D — Step 6 – Choose the product sold

Step 7: Click on Quantity and Set Number.

To refer from the sample, we will put here 100.

Quantity filed and number — Step 7 – Click on Quantity and Set Number

Step 8: Choose Location and click Add.

Select location and click add button — Step 8 – Choose location and click add button

Step 9: Take Note of the amount and click Save.

Note of the amount and click Save button — Step 9 – Take Note of the amount and click Save

Step 10: Check Invoice.
- After clicking save, a confirmation will show if the transaction has been successfully saved and will show the details of the invoice that was created.
- Check if the details are complete and correct.

Invoice confirmation page and edit button — Step 10 – Invoice confirmation page

Summary
You just learned the step by step process of creating a sales invoice. To quickly go back to the main sections of this tutorial, click on the links below.