Creating an A/R Sales Invoice
How to create a sales invoice
- For revenue going to rent and expense recovery, create a real A/R invoice in NetSuite
- For revenue going to fee for services, sales of goods, donation, membership, and sponsorship, create a “Request for Payment" invoice in Excel for an Opportunity Payment in Salesforce
Create a real A/R Invoice in NetSuite
- Look up or create constituent. The constituent’s subsidiary should match the invoice’s primary fund’s MakeWay org.
- Edit or add address where you can add a contact person
- Click Sales> New Sales Invoice
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- In the Sales Invoice, fill in the following information:
- Custom Form=Choose The Foundation or The Society Service Sales Invoice
- Date=Invoice Date
- Terms=Due Upon Receipt
- Memo=Invoice Subject
- Project=Choose the primary fund name
- Enter revenue by adding item and save
- Click the Print button to save as PDF and double check the information.
- Save the pdf in the box files in Netsuite.
- When the payment is received, find the invoice and apply payment.
- Date = Deposit Date
- Click Payment Method and fill in the Payment Method and Cheque #
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