Create a sales invoice from a sales order

Learn how to create a sales invoice from a sales order in NetSuite SuiteTax with taxes from Tax Determination.

Before creating a sales invoice, set up your accounting periods.
1. Go to Setup > Accounting > Manage Accounting Periods.
2. Create a customized accounting period, or click Set Up Full Year, then click Submit.
To create an invoice from a sales order, the status of the sales order must be Pending Fulfillment or Pending Billing.

Go to Transactions > Sales > Enter Sales Orders > List.
Click View on the sales order.
Take one of the following steps.
- If the sales order is Pending Fulfillment, click Fulfill, then hover over the arrow next to the Save button and click Save & Bill.
- If the order is Pending Billing, click Bill Remaining.
To make sure the amounts are correct, click Preview Tax, then check the amounts in the Summary section.
Optional: Check the individual lines on the Tax Details tab.
Click Save.

Set up bypassing invoice calculation

When creating a sales invoice or cash sales, you have the option to bypass invoice calculation. In this case, Tax Determination will not recalculate sales tax for the invoice but it will keep the sales tax from the sales order instead.

Go to Customization > Lists, Records,&Fields > Record Types.
Go to the Sovos Configuration Record row and click List.
Click Edit in the Sovos Configuration row.
On the Sovos Tax Configuration tab, select Sovos Bypass Invoice Calculation.
Click Save.

Sovos Docs

Create a sales invoice from a sales order

Set up bypassing invoice calculation

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