NetSuite Invoice Billable Customers
You can bulk invoice customers for billable expenses, items and time when you use the Transactions>Customers>Invoice Billable Customers feature. Bulk billing can decrease the time you spend billing customers.
For each transaction you mark as billable, an invoice is created using your preferred invoice form. The Results page lists all invoices created in this bulk process.
There are time saving benefits for administrative staff at Maintenance Essentials in deploying this feature of NetSuite.
Issues needing clarification include:-
- How will the staff member using Invoice Billable Customers ensure that all billable expenses, materials and time have been applied against this Customer/Job before they create the Invoice? e.g. just because billable items exist against a Customer/Job doesn't mean that there are not more to be added
- Will the Invoice which results from picking up expenses/materials/time in this feature produce a suitable Invoice for our Customers e.g. separate lines for separate labour inputs on the same Job
- What issues are involved with Technicians being given responsibility for entering their own Timesheet data via Netsuite Employee Centre via web or PDA/mobile. e.g. training on necessary item codes, and Employee Centre access.
- What role does the existing Tech Reports (or an ammended one) perform with regard to the above.
- What role do our item codes have in supporting our use of this feature. e.g. item groups which include both materials and labour as member items
- What staff training will be necessary to communicate any new procedures
