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Automated SOW Capture & Billing Summary

Automate the capture of Statement of Work (SOW) metadata and streamline billing processes in NetSuite. Ensure accurate resource allocation, time tracking, and billing directly from project SOWs.

  • SKU :PDNSSOW01
  • Last Update :September 2025
  • Published :29 Sep 2025
  • Support for :NetSuite
  • Implementation time :3 Business Days

Automated SOW Capture & Billing Summary

Overview

Automated SOW Metadata Capture and Billing

This customization introduces a summary box on the parent SOW record, aggregating metadata from child role-line records. It calculates totals by role (rate × resources × duration) and displays a consolidated view of project scope and billing values. Invoices or billing schedules can be generated directly from this data, reducing errors and manual work. 

Features

Custom SOW Metadata Capture & Billing

Capture project roles, rates, and durations at the child level, with an aggregated summary box on the SOW. Automate billing schedules and invoice creation directly from captured metadata.
Role & Rate Capture

Define role-based rates, resource counts, and durations directly on SOW line items.

Real-Time Summary Box

Aggregates totals by role and overall project total for instant visibility on the parent record.

Billing Automation

Generates invoices or billing schedules automatically from approved SOW records.

Approval Workflow Integration

Supports status-based approval, ensuring billing only occurs for approved SOWs.

Conditions Apply

Usage Requirements and Limitations

  • Appropriate access permissions are required.
  • Roles, rates, and resources must be configured for accurate calculations.
  • Only standard rate × duration billing models are supported out-of-the-box.
  • Custom billing rules may require additional tailoring.
Benefits

Streamline SOW-to-Billing

Simplify billing by linking project SOWs directly to invoicing. Gain real-time visibility into project scope, costs, and revenue.
Efficiency Gains
  • Eliminate manual spreadsheets.
  • Automate invoice generation.
  • Save admin time on reconciliations.
Billing Accuracy
  • Ensure invoices reflect approved scope.
  • Real-time calculation of totals.
  • Minimize under/over billing.
Approval Visibility
  • Provide clear roll-ups for managers.
  • Enable faster approvals.
  • Improve client trust in billing.
Scalable Design
  • Works with multiple SOWs per customer.
  • Supports subsidiaries/projects.
  • Easily extendable for industry-specific rules.
FAQ

Frequently Asked Questions

Can multiple roles be added to the same SOW?

Yes, each role can have its own rate, resources, and hours, with totals aggregated at the parent record level.

Does this customization support milestone billing?

Yes, billing schedules can be milestone-based, time-based, or fixed-fee, depending on configuration.

How does it integrate with NetSuite Projects?

Invoices generated link directly to NetSuite projects for reporting and revenue recognition.

Can the summary box be customized?

The summary box is customized to display fields such as role, rate, and hours. Additional fields or changes can be implemented as part of the customization scope.

Is workflow approval included?

Yes, approval workflows can be configured so only approved SOWs move into billing automation.