Adding Custom Fields to Invoices in NetSuite

NetSuite is a powerful ERP that offers a range of customization options to help tailor your invoices to your specific needs. One of these options is the ability to add custom fields, which can be used to capture additional information that may be relevant to your business processes. 

In this article, we’ll explore how to add custom fields to invoices in NetSuite.

What are custom fields in NetSuite?

Custom fields are user-defined fields that can be added to NetSuite records, including invoices. These fields can be used to capture additional data that may not be included in the standard fields provided by NetSuite. Custom fields can be of different types, including text, date, checkbox, and more.

How To Add Custom Fields to Invoices in NetSuite

To add custom fields to invoices in NetSuite, follow these simple steps:

Step 1: Access the Customization Menu

From the NetSuite dashboard, navigate to Customization > Lists, Records, & Fields > Entity Fields > New

This will open the Entity Fields page, where you can create new custom fields.

Step 2: Choose the Invoice record

On the Entity Fields page, select the Invoice record from the Type dropdown menu

Step 3: Create a new custom field

Click the New button to create a new custom field. This will open the New Entity Field form, where you can define the properties of the new field.

Step 4: Define the properties of the custom field

In the New Entity Field form, you can define the following properties of the custom field:

• Label: This is the name of the custom field that will be displayed on the invoice. Choose a name that is descriptive and easy to understand.
• Type: This is the data type of the custom field. Choose the type that best fits the data you want to capture.
• Help: This is optional text that provides additional information about the custom field.
• Mandatory: Check this box if the custom field is required to be filled in before an invoice can be saved.
• Default Value: This is the default value of the custom field.
• Display Type: This is how the custom field will be displayed on the invoice. Choose from Inline Text, Field Group, and Field Group with Border.

Step 5: Save the custom field

Click the Save button to save the custom field. The new field will now be available on the Invoice record.

What’s Next?

Once you have added custom fields to invoices in NetSuite, you can use them to capture additional information that is relevant to your business processes. For example, you might use custom fields to capture the following information:

• Project code: If you have a project-based business, you might use a custom field to capture the project code for each invoice.
• Sales rep: If you have a large sales team, you might use a custom field to capture the name of the sales rep responsible for each invoice.
• Purchase order number: If your customers require a purchase order number to be included on their invoices, you might use a custom field to capture this information.

Custom fields can also be used in searches and reports, allowing you to easily filter and analyze your data based on the custom fields you have defined.

Conclusion

Adding custom fields to invoices in NetSuite is a simple process that can help you capture additional information that is relevant to your business processes. By defining custom fields, you can tailor your invoices to your specific needs and improve your ability to manage your business effectively. With a little bit of customization, you can create invoices that are not only accurate and professional but also reflect your unique business needs.

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