Articles in this section

Bill your Magento orders

You will require the billing details to let the customer know the amount that the customer is liable to pay, the payment methods that the customer has used, the amount of discount offered, and that the bill has been generated (bill generation notification).

In Netsuite, you can generate an Invoice or a Cash Sale for the received Sales Order. The generation of invoice or cash sale depends upon the "Payment method" field specified in your sales order. This field is available under Sales Order > Billing > Payment.

If the field contains "cash", "check", or "gift card" (the entire order amount is paid using a gift card), or any other value, then a cash sale is generated for the sales order. If the field is empty, an invoice is generated for the sales order in NetSuite.

The following diagram illustrates the journey of invoice and cash sale generation in NetSuite. It also illustrates how the "NetSuite Billing to Magento Invoice" syncs billing details from NetSuite to Magento.

Bill_1.png

Generate bill for your Magento orders in NetSuite

  1. Fulfill your Magento order.
  2. In the Sales Order record, click Bill. If the payment method is cash/check/gift card (for the entire order amount), then a cash sale is generated. If the payment method is card, an invoice is generated.
  3. Click Save.

Auto-bill your Magento orders in Netsuite

You can choose to automatically generate a Cash Sale or an Invoice based on the status of your Sales Order and payment method. The "NetSuite Order to NetSuite Cash Sale" and "NetSuite Order to NetSuite Invoice" flows let you achieve this.

The following diagram illustrates how:

  • a cash sale or an invoice can be automatically created from a Sales Order when its status is "Pending Fulfillment". 
  • a cash sale or an invoice can be automatically created from a Sales Order when its status is "Pending Billing".

Bill_2.png

Configure and run auto-billing

  1. Sign in to your integrator.io account.
  2. Click the Magento 2- NetSuite Integration App tile.
  3. Go to Settings > Integration Flows > Billing > Advanced Settings.
  4. From Auto-bill orders in NetSuite when the status is, select either of the following options.
    • Pending Fulfillment: When you receive the Magento order in NetSuite as a Sales Order, the status is "Pending Fulfillment". Select this option if you want to directly create a cash sale or an invoice for the order.
    • Pending Billing: When you manually fulfill an order, the status of the order changes to "Pending Billing". Select this option if you want to create a cash sale or an invoice after you manually fulfill the order.
  5. From Netsuite Saved Search for auto-billing orders, select the desired saved search, By default, Celigo eTail Auto-Billing Search[your instance] is used.
  6. Enable the "NetSuite Order to NetSuite Cash Sale" flow.
  7. Enable the "NetSuite Order to NetSuite Invoice" flow.
  8. Click Save.
  9. Run the "NetSuite Order to NetSuite Cash Sale" flow.
  10. Run the "NetSuite Order to NetSuite Invoice" flow.

Info: You must schedule these flows to run at regular intervals so that you can pick up relevant orders automatically to generate bills based on the criteria you have defined in the Integration App.

The below table describes the different outputs that you may get in different scenarios for auto-billing.

Sales Order Status

Payment method

Output

Pending Fulfillment

Cash/Check/ Gift Card/Credit Card

A Cash Sale is generated automatically. You will still have to manually fulfill the order.

Pending Billing

Cash/Check/Gift Card/Credit Card

A Cash Sale is generated automatically. This will require you to fulfill the order manually to trigger the auto-billing flow.

Pending Fulfillment

Not specified

An Invoice is generated automatically. You will still have to manually fulfill the order.

Pending Billing

Not specified

An Invoice is generated automatically. This will require you to fulfill the order manually to trigger the auto-billing flow.

Note: For a gift card to generate a cash sale, the entire order amount has to be paid using the gift card.

Sync your generated bill to Magento

  1. Sign in to your integrator.io account.
  2. Click the Magento 2- NetSuite Integration App tile.
  3. Go to Settings > Integration Flows > Billing.
  4. Enable the "NetSuite Billing to Magento Invoice" flow.
  5. Click the Run button corresponding to the flow.

Info: The generated bill (invoice/cash sale) is synced to Magento's order's invoices section.

Define your criteria to sync the bill to Magento

  1. In NetSuite, in the global search bar, enter Celigo Magento 2 Billing Export Search [your Magento instance] if you want to modify the saved search that is used for fetching records that are using manual billing. For auto-billing, enter Celigo eTail auto-billing search.
  2. Press Enter.
  3. Click Edit this Search.
  4. Under the Criteria tab, add the desired criteria.
  5. Click Save.
Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.