The billing flows in the eBay - NetSuite integration app create an invoice or a cash sale in NetSuite for each eBay sales order, so you don't have to bill each order by hand. This article explains how the integration app decides which orders to bill and whether to create an invoice or a cash sale, and how to set up the billing flows.
Prerequisites: Make sure your eBay orders are in NetSuite as sales orders. The eBay Order to NetSuite Order Add flow imports them. For details, see Sync eBay orders and customers to NetSuite.
How automatic billing works
The billing group has two flows: NetSuite Order to NetSuite Invoice Add and NetSuite Order to NetSuite CashSale Add. When they run, the integration app:
- Selects sales orders with the NetSuite saved search set in the billing settings. The status you select in Auto-bill orders in NetSuite when the status is decides which orders the search picks.
- Checks Payment Method on the sales order's Billing subtab. If it's empty, the integration app creates an invoice. Otherwise, it creates a cash sale.
- Sets the sales order's status to Billed, and selects ETAIL ORDER AUTO BILLING EXPORTED on the sales order's eTail subtab. Orders with this box selected are skipped the next time the flows run.
To see the invoice or cash sale created for an order, open the sales order's History subtab.
Set up automatic billing
- In the integration app, turn on the NetSuite Order to NetSuite Invoice Add and NetSuite Order to NetSuite CashSale Add flows, and check their mappings.
- Go to Settings > Billing.
- For NetSuite saved search for auto-billing orders, select Celigo eBay Auto Billing Export Search. If you need different criteria, copy the saved search in NetSuite, edit the copy, and select it here.
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For Auto-bill orders in NetSuite when the status is, select the order status to bill:
- Pending Fulfillment: Bills orders before they're fulfilled. Use this option when orders are already paid on eBay before they're imported, so that NetSuite bills the order before it's fulfilled, matching eBay.
- Pending Billing: Bills orders after they're fulfilled. NetSuite sets an order to Pending Billing when it's completely fulfilled, so only fully fulfilled orders are billed. Partially fulfilled orders aren't billed.
- Select Save.
The status you select is saved as the Status filter of the auto-billing saved search.