Support for Consolidated Invoices

You can leverage this feature using NetSuite’s Consolidated Invoice solution (Consolidated Invoicing (Bundle Id - 154385)) to generate consolidated invoices to be sent out. Each invoice that is linked to a Consolidated Invoice (CI) record has a custom field on it that references the CI. The following screen demonstrates the CI record and its associated invoices in NetSuite:

When this feature is enabled, the connector utilizes the CI number from the bank file to find the same CI number in NetSuite and all its associated invoices. Once the matching CI NetSuite record is found, the connector updates the CI number and its related invoices in the NetSuite transaction records in NetSuite. The following screen demonstrates the invoice records that are updated using this feature in the transaction record in NetSuite:

Use the following steps to enable this feature in the connector:
1. Click on the Settings icon against the Bank Transactions to NetSuite (Check) flow. The Settings window is displayed.
2. In the File Processing tab, select the Match Consolidated Invoices checkbox.
3. Click the Refresh icon against the NetSuite Consolidated Invoice Identifier drop-down list.
4. Once the drop-down list is populated with values, select the value as CI Number (Name) as NetSuite by default stored the CI Number in this field. If you use any other field in NetSuite to store the CI Number, select that field in the drop-down list.

5. Click Save.

Note: The consolidated invoices are identified and processed to create payment without identifying the NetSuite customer on the transaction record.