NetSuite Invoices and Payments Integration

This article will help you understand how the integration of Invoices and Payments works.

TABLE OF CONTENTS

How to Set Up the Invoices Integration


To set up the Invoices integration:

  • Open the NetSuite integration page.
  • Select the Approved Invoices in the Documents to Send field.
  • Press the Save button to confirm changes.



Follow the link for more general information on how to set up the integration with NetSuite.

In NetSuite, the Invoice will be integrated into the Transactions PayablesEnter BillsList.



How to Send Invoices to NetSuite


In Precoro, create an Invoice, add items to it by filling out all necessary details, and the document will be automatically sent to NetSuite.


 

In case you have made changes you wish to import to NetSuite, use the Send to NetSuite button on the Invoice page to do it manually.




In the Integration logs, you can receive information in case there are any troubles with the Invoice import as well as see the message that the Invoice was successfully imported along with its number created in NetSuite.




Send Pending Invoices to NetSuite


You can send the documents with Pending Status to NetSuite.

To activate this feature, please contact our Support Team, who will happily assist you on the matter.


This feature will work for the chosen Invoice integration document type.


It will be available for users with the following Roles:

  • Create and Approve Roles for Invoices.

When the document acquires Approved Status, the current system logic will work out, and the document will be automatically sent to NetSuite.


Integrated Fields and Data


In Invoices, the synchronization of all the fields works by one-way method. Therefore, the changes made in NetSuite will not be transferred into Precoro.

Primary information mapping


Fields in Precoro Fields in NetSuite
Invoice # Reference No.
Supplier Vendor
Invoice Currency Currency
Issue Date Date
Due Date Due Date
Tax Sum Tax
Gross Total Amount


Classification mapping


Fields in Precoro Fields in NetSuite
Company Location Location
Document Custom Field — NetSuite Departments Department



Find more information on the Locations integration in the following article: NetSuite Locations Integration.

Items and Expenses mapping


General information on the item’s integration can be found here.

When integrating Invoice items, you should consider the way of adding them.

  • If the items were added from the Item Management using the Add Item button, and the items were previously integrated, they will be displayed in the Items tab in NetSuite.

Only previously integrated items will be transferred into the Items section in NetSuite. 

In case you have added non-integrated items from the Item Management list, they will still be integrated into the Expenses block.


  • If the items were added manually using the Add empty row button, they will be displayed in the Expenses tab in NetSuite.

Mapping of the integrated items added from the Item Management list


Fields in Precoro Fields in NetSuite
Name Item
Quantity/Unit Quantity
Price/Currency Amount
Tax,% Tax Code
Tax Sum Tax Amt
Gross Total Gross Amt
Item Custom Field — NetSuite Locations Location
Item Custom Field — NetSuite Departments Department
Item Custom Field (or Document Custom Field) — NetSuite Classes Class
Item Custom Field — NetSuite Customers Customer Project



Classes can also be integrated as a Document Custom Field. Find more information on the Classes integration in this article.

Mapping of the manually added items


Fields in Precoro Fields in NetSuite
Name Memo
Price/Currency Amount
Tax,% Tax Code
Tax Sum Tax Amt
Gross Total Gross Amt
Item Custom Field — NetSuite Locations Location
Item Custom Field — NetSuite Departments Department
Item Custom Field — NetSuite Classes Class
Item Custom Field — NetSuite Customers Customer Project
Item Custom Field — NetSuite Chart of Accounts Account


Attachments integration
 

In NetSuite, Attachments are transferred to the CommunicationsFiles tab:





How to Cancel an Invoice

If you cancel the document in Precoro, it will be automatically removed from NetSuite.


HubSpot Video


Related Payments Integration

You can create Payments in NetSuite and import them to Precoro:


Through the Integrations page


To import to Precoro, choose the Payment Date and press the Import Payment button.


HubSpot Video

Through the Payments page


To import to Precoro, choose the Payment Date and press the Import Payment button.

 

HubSpot Video


In NetSuite, find Payments in the Related Records tab.