Invoices
When an invoice is created in NetSuite, the same invoice will be available in Upflow if it’s status is open:
Upflow imports the following information directly from the NetSuite invoice:
- invoice number
- issue date (shown only in the invoice list view in Upflow)
- due date
- total
- PO # (Purchase Order) → loaded as the invoice title in Upflow
Invoice Custom Fields
Upflow supports the import of invoice level custom fields from NetSuite. For the invoice custom field to apply to customers it must be within the “classification” section.
Learn how to create a custom field in NetSuite in the instructions outlined here.
Draft invoices
Upflow imports Draft invoices from NetSuite to allow collaboration in Upflow before the invoices are actually issued in NetSuite.
When you use the Invoice Approval Workflow State in NetSuite, invoices that are "pending approval" will be imported as Draft. Here is how to set up this approval workflow in NetSuite.
If an invoice is "pending approval,” it will be synced in Upflow with a Draft status. Draft invoices will appear in the invoices list but will not impact the outstanding amount, collections, or analytics.
Once the invoice is "approved" in NetSuite and no longer "pending approval,” the status in Upflow will no longer be Draft but Due/Overdue. It will then be visible in your customer’s portal and taken into account in the organization's analytics and outstanding amounts.
Credit Memos
Credit memos created in NetSuite will be synced into Upflow as "Credit notes", and visible:
- In your Credit notes list view
- In the customer's page
- Linked to the corresponding invoice
As long as a credit memo is linked to the customer in NetSuite, applied partially, fully, or not all at to invoices, it will be reflected into Upflow.
Notes:
- It is not possible to merge PDFs in Netsuite (invoice & attachments).
-
Voided invoices are imported as such in Upflow.