NetSuite guides
Follow the customer balance from billing through payment, credit, or write-off. Check the saved transaction and how it was applied so you know exactly what remains due.
Bill a fixed fee when a project milestone is completed. Check the project's charge-based billing setup, find the milestone, add a Milestone Rule on the Fixed Fee Rules list, and read the saved rule back.
Give one SuiteBilling customer a monthly billing account next to its annual one, so each subscription can bill on its own cycle.
Replace the placeholder formula in the Stripe Payment Page field, apply it to your invoice forms, then check the link on a new invoice and see why a paid invoice can stay open in NetSuite.
Add a state tax registration, create a dated US exemption certificate, check blanket item scope, and verify the saved certificate without assuming a sale is tax-free.
Turn on Consolidated Payments, then accept one check from a parent customer and apply it to invoices billed to the parent and its subcustomers.
Apply a customer payment to the right NetSuite invoice, verify the saved payment, and confirm the remaining balance with a visual walkthrough.
Apply existing NetSuite customer credits to invoices and vendor credits to bills. Review partial applications and verify the unused credit balances.
Find fully unapplied customer payments with a saved search, apply one to an eligible invoice, and prove the payment has dropped out of the exception list.
Review finance-charge preferences, assess an eligible overdue balance, and verify the separate finance-charge invoice.
Turn billable expense report lines and billable time into invoice lines with Bill Costs To Customers. Mark them on the invoice's Billable Expenses and Billable Time subtabs, save, and check that nothing is left to bill.
Follow a Checkout.com pay-by-link payment from the invoice to Paid In Full, then deposit it out of Undeposited Funds and find it in Match Bank Data.
Check the company bank's DD template and the customer's bank details, select open invoices on DD - Invoice Payments, and follow the run to the customer payment and ACH file.
Enter your Stripe sandbox keys on PayPack's Configuration page, pick the customer sync searches, turn on Enable Payment Links, then confirm a new invoice gets its own payment link.
Use Next Bill to create the first scheduled installment and confirm it under Related Records on the sales order.
Create a SuiteBilling subscription without a sales order: pick the customer, billing account, subscription plan, price book and start date, check the lines and pricing, and save it in Draft.
Build a SuiteBilling subscription plan with a recurring seat, a usage line and an optional one-time fee, then price each line with a price book.
Create a standalone NetSuite invoice with illustrated steps for customer details, item charges, and the saved amount due.
Create a Cash Sale, open its refund action, save the Cash Refund, and verify the source Cash Sale on the resulting transaction.
Create a NetSuite credit memo from an invoice, review the copied lines, and check the saved credit and applied amount with clear screenshots.
Find a return authorization in Pending Refund, submit it from Refund Returns to open a credit memo built from the return, check the lines, save, and confirm the return reads Refunded.
Delete an invoice entered twice in NetSuite: find the duplicate, use Actions > Delete on the edit form, record a deletion reason, and check the Transaction Numbering Audit Log.
No. Crediting an unpaid NetSuite invoice lowers what the customer owes and sends no money. See a 100.00 invoice credited to Fully Applied with 0.00 unapplied.
Keep extra invoice recipients on the customer and let a SuiteFlow Send Email action copy them on every new invoice, with your own sender, template and PDF.
A customer payment or customer deposit doesn't show the bank deposit it went out in. Run a Deposit transaction search filtered on Applied To Transaction, then open the deposit it returns and check its Payments subtab.
Trace a NetSuite invoice line that shows -Not Taxable- through the customer's Taxable box, Set Up Taxes, and the ship-to tax group, then fix it and recalculate.
Turn on Group Invoices for a customer, create and bill two sales orders that pick it up, then combine the two invoices into one invoice group and check the result.
Map a customer payment CSV into the Payment - Invoices sublist so each payment lands on its invoice, and fix the "Unable to find a matching line for sublist apply" error.
Bulk-create invoices with the Import Assistant: group item lines by External ID, map the Invoice - Items sublist, replace the proposed Date, and check the new invoices on the customer.
Bill several NetSuite sales orders in one batch with Invoice Sales Orders, then follow Process Status and Processed Records to the invoices it created.
Choose the customer and dates, print an individual statement, and check Balance Forward, activity, and Amount Due before delivery.
Set up a Card Surcharge payment adjustment in NetSuite 2026.2 and add it to a customer payment, so the invoice closes in full and the surcharge posts to its own income account.
Record a customer deposit in NetSuite and check its amount, account, and deposit status before applying it to an invoice.
A customer paid when you rang up the sale and now wants the money back. In NetSuite that sale is a Cash Sale, and you reverse it with a Cash Refund. Here is the full loop, from Enter Cash Sales to a saved refund.
Pay a customer back the unapplied balance on a NetSuite credit memo. Click Refund, check the Apply subtab, record the check number, and confirm the credit memo is Fully Applied.
A customer paid sales tax, then sent a resale certificate. Mark them exempt, credit only the tax on the paid invoice, and refund it without reversing the sale.
Renew a SuiteBilling subscription that is about to end with a Renew change order: choose Extend Existing Subscription, set the renewal term, pick the lines that carry over, save, and check the new end dates.
Set up a NetSuite billing operation schedule that invoices the sales orders a saved search returns, every day at a set time, then run it once and check what it billed.
Create a saved search for invoices at least 15 days overdue and schedule one summarized email per customer.
Send an invoice email from a NetSuite transaction using a template, include the invoice as a PDF, review the recipient and merged message, and understand what the recorded result confirms.
With a manual dunning procedure, send an overdue customer's queued letter from Setup > Dunning > Dunning Email Sending Queue, then confirm the email and Last Email Sent on the customer.
Review dunning templates, dunning level rules and a customer dunning procedure under Setup > Dunning, then assign the procedure to existing customers with Dunning Bulk Assignment and check it on the customer.
Create a NetSuite installment term, apply it to an invoice, and read the due date and amount of each payment on the Billing subtab before you save. Example: a 2,850.00 invoice split into three monthly payments.
Record a short customer payment in NetSuite, apply an agreed freight deduction, and reconcile the invoice’s cash payment and generated credit memo.
Pause one subscription line with a Suspend change order and resume it with a Reactivate change order in NetSuite SuiteBilling, then check the line status, header status and Subscription Revision after each save.
Save a customer, click PayPack Sync, confirm the dialog, then read Sync Request Status and the Stripe Customer ID on the customer's PayPack Data subtab.
A customer paid an invoice through a PayPack payment link. Check the invoice, the customer payment PayPack created in Undeposited Funds, and the Payment Intent log to confirm NetSuite recorded it.
Compare invoice Preview Tax and saved Tax Details, then check the mapped reference and amounts in a connected tax-service transaction.
Turn imported bank receipts into applied customer payments: review NetSuite's suggested matches, map an unknown payor to its customer with a mapping rule, and submit the batch.
Post an authorized NetSuite A/R write-off journal, apply its credit with a zero-dollar customer payment, and check the resulting aging balance.