NetSuite Invoice Issuance

Validate and manage invoices by listing them, sending emails, updating dates, and exporting unsent ones.

SKU :PDNSNSII01
Last Update :March 2026
Published :25 Mar 2026
Support for :NetSuite
Implementation time :2 Business Days

NetSuite Invoice Issuance

Implementation time: 2 Business Days

Overview

Portal-Based Invoice Validation Report

Displays customer invoices segregated by portal association, including document details, mails from customers, review status, and actions such as sending emails, updating invoice dates, and exporting unsent invoices for streamlined validation and reporting.

Features

Invoice Validation & Management Portal

Allows tracking and managing invoices with key details, while supporting actions like review approval, email sending, date updates, and CSV export for efficient validation.

Portal-Based Filtering

Allows users to filter and view invoices based on portal association, helping quickly validate and manage records without reviewing all invoices.

Price Comparison View

Provides a side‑by‑side view of invoices, enabling quick comparison of amounts, dates, and portal details to support faster validation and decision‑making.

Email Notification Control

Allows users to send invoices directly to customers by marking review passed, ensuring accurate communication with mails fetched from customer records.

CSV Export & Import

Enables exporting unsent invoices into a CSV file for review.

Conditions Apply

Setup & Configuration Requirements

Invoices can only be sent when the validation is done in the order for review and the Send Email action is triggered.
Invoice dates are updated only when users change the date and click Update Invoice Date.
Export functionality applies strictly to unsent invoices; only those records will be exported into a CSV file for external review or audit.

Benefits

Dual-Page Invoice Validation Portal

A simple tool that shows invoices in two pages (portal and non‑portal), pulls CC emails from customer records, and lets you quickly send invoices, update dates, or export unsent ones as CSV.

Strengthened Email & Invoice Control

Keeps invoices clearly separated into portal and non‑portal views for better tracking.
Ensures CC mails are fetched correctly and all actions (send, update, export) are recorded for stronger oversight and audit control.

Faster Invoice Actions

Lets you quickly send invoices by email with one click.
Makes updating dates and exporting unsent invoices simple and fast.

Clear Customer Communication

Pulls CC emails directly from the customer record to avoid mistakes.
Ensures the right people always get the invoice updates.

Easy Data Handling

Exports unsent invoices into a CSV file for easy review.
Helps with bulk tracking or updates without manual effort.

FAQ

Frequently Asked Questions

What does this portal show?

The portal shows invoices in two pages (portal and non‑portal), pulls CC emails from customer records, and lets you send, update, or export unsent invoices as CSV.

How are invoices separated?

Invoices are shown on two pages: one for customers with an Invoicing Web Portal Name and another for those without.

Where are CC emails taken from?

CC emails are automatically pulled from the Additional Emails field in the customer record.

How can I send invoices?

Mark the order for Review Passed and click Send Email to deliver invoices to the right customers.

How do I export invoices?

Click Export Unsent Invoices to download all unsent invoices as a CSV file for easy review or tracking.