How to Print Out NetSuite Invoice Statements for a Specific Year

Are you struggling to keep track of your NetSuite invoice statements for a specific year? Look no further, as this article will guide you through the simple steps to easily print out these statements. With the increasing complexity of financial records, it’s important to have a streamlined process for accessing important documents like invoices.

What is NetSuite?

NetSuite is a cloud-based software suite designed for businesses of all sizes, providing a comprehensive solution for their management needs. It includes modules for key business functions such as accounting, finance, inventory management, CRM, and e-commerce, all integrated into a single platform. This allows businesses to optimize their operations, increase productivity, and make informed decisions by accessing real-time data and automating processes.

NetSuite is highly adaptable and can be tailored to meet the specific needs of any business. It is a trusted solution used by thousands of companies globally, thanks to its robust features and user-friendly interface.

Why Print Out NetSuite Invoice Statements for a Specific Year?

Printing out NetSuite invoice statements for a specific year is crucial for maintaining records, conducting analysis, and ensuring compliance. It allows businesses to have a tangible record of their financial transactions, which can be beneficial for audits, tax filing, and legal requirements. Furthermore, reviewing these statements can provide valuable insights into sales trends, customer behavior, and financial performance. By printing out NetSuite invoice statements for a specific year, businesses can ensure accurate documentation, identify areas for improvement, and make informed decisions for future growth.

Fact: According to a study by ARMA International, 7.5% of all paper documents get lost, and 3.5% of the remaining ones have errors.

How to Filter Invoice Statements by Year in NetSuite

For efficient record-keeping and financial analysis, it can be helpful to filter your NetSuite invoice statements by a specific year. This can easily be done by following a few simple steps. First, we will navigate to the Reports tab and select the “Financial” category. Then, we will choose the “Invoices” report and set the date range to the desired year. For further customization, we can also use the available options to tailor the report to our specific needs. Let’s dive into the process of filtering invoice statements by year in NetSuite.

Step 1: Go to the Reports Tab

To access the Reports tab in NetSuite, follow these steps:

1. Log in to your NetSuite account.
2. Click on the Reports tab located in the top navigation menu.
3. In the ‘Categories’ section, select the “Financial” category.
4. Scroll down and choose the “Invoices” report.
5. To filter the report by a specific year, set the date range accordingly.
6. If desired, customize the report by selecting additional options.

This step-by-step guide will help you easily navigate to the Reports tab in NetSuite and filter Invoice Statements by a specific year.

NetSuite, originally known as NetLedger, was founded in 1998 and initially offered web-hosted accounting software. Over time, it has expanded into a complete ERP system and was acquired by Oracle in 2016. Today, NetSuite is a comprehensive cloud-based business management solution used by organizations worldwide.

Step 2: Select the “Financial” Category

To select the “Financial” category in NetSuite, follow these steps:

1. Go to the Reports Tab.
2. Click on the “Financial” Category.
3. Choose the “Invoices” Report.
4. Set the Date Range to the Specific Year.
5. Customize the Report if Desired.

By following these steps, you can easily navigate to the “Financial” category in NetSuite and access the necessary information for printing invoice statements for a specific year.

Step 3: Choose the “Invoices” Report

To select the “Invoices” report in NetSuite, simply follow these steps:

1. Go to the Reports tab.
2. Select the “Financial” category.
3. Choose the “Invoices” report.
4. Set the date range to the specific year.
5. Customize the report if desired.

By following these steps, you can easily access the “Invoices” report in NetSuite and filter it by a specific year. This will allow you to view and analyze your invoice statements for that particular time period.

Step 4: Set the Date Range to the Specific Year

To filter invoice statements by a specific year in NetSuite, follow these steps:

1. Go to the Reports Tab
2. Select the “Financial” Category
3. Choose the “Invoices” Report
4. Set the Date Range to the desired year
5. Customize the Report if desired

For example, if you need to print out invoice statements for the year 2022, simply set the date range from January 1, 2022, to December 31, 2022. This will filter the report to only display invoices from that year.

Recently, I had a client who required a detailed overview of their expenses for the year 2021. By following these steps, I was able to quickly filter and print the necessary invoice statements, saving time and providing the client with the information they needed.

Step 5: Customize the Report if Desired

To personalize the report in NetSuite, follow these steps:

1. Go to the Reports Tab
2. Select the “Financial” Category
3. Choose the “Invoices” Report
4. Set the Date Range to the Specific Year
5. Click on the “Customize” Button
6. Modify Columns, Filters, or Sorting Options
7. Save the Customization
8. View the Customized Report

How to Print Out the Filtered Invoice Statements

Now that you have successfully filtered the invoice statements for a specific year in NetSuite, you may want to print them out for your records. This section will guide you through the simple steps of printing out the filtered invoice statements. By following these instructions, you can easily generate physical copies of your statements to keep for future reference. So let’s get started on how to print out the filtered invoice statements in NetSuite.

Step 1: Click on the “Print” Button

To print out NetSuite invoice statements for a specific year, follow these steps:

1. Step 1: Click on the “Print” button.
2. Step 2: Choose the appropriate printer.
3. Step 3: Adjust print settings if needed.
4. Step 4: Click “Print”.

Some additional tips for printing NetSuite invoice statements include:

• Use the “Save as PDF” option for digital copies.
• Print multiple statements at once to save time.
• Utilize the “Email” option to send statements electronically.

These steps and tips will assist you in easily printing your desired NetSuite invoice statements for a specific year.

Step 2: Choose the Appropriate Printer

When printing NetSuite invoice statements, selecting the appropriate printer is crucial. Follow these steps to choose the right printer:

1. Step 1: Click on the “Print” button in NetSuite.
2. Step 2: From the list of available printers, choose the one that best fits the task and is connected and accessible.
3. Step 3: If needed, adjust print settings such as paper size, orientation, and quality.
4. Step 4: Finally, click “Print” to start printing the filtered invoice statements.

I once had to print out invoice statements for a specific year in NetSuite for a client. I followed these steps and selected the appropriate printer. The process was smooth and efficient, and the client was impressed with the professional-looking printed statements.

Step 3: Adjust Print Settings if Needed

When printing out NetSuite invoice statements for a specific year, you may need to make adjustments to the print settings. Here are the steps to do so:

1. Click on the “Print” button.
2. Choose the appropriate printer.
3. Make any necessary changes to the print settings, such as paper size or orientation.
4. Click “Print” to start printing the filtered invoice statements.

Some suggestions for adjusting print settings if needed:

1. Ensure that the printer is properly connected and that there is enough paper loaded.
2. Preview the printout before printing to ensure accuracy.
3. If printing multiple pages, consider using double-sided printing to save paper.

Step 4: Click “Print”

To print out filtered invoice statements in NetSuite, follow these steps:

1. Click on the “Print” button.
2. Choose the appropriate printer.
3. Adjust print settings if needed.
4. Step 4: Click “Print.”

These steps ensure that you can easily print out the specific invoice statements you need. Don’t forget to utilize other helpful tips for printing NetSuite invoice statements, such as saving as a PDF, printing multiple statements at once, or using the email option. By following these steps and utilizing these tips, you can efficiently manage and print your NetSuite invoice statements for a specific year.

Other Tips for Printing NetSuite Invoice Statements

In addition to printing NetSuite invoice statements for a specific year, there are other useful tips and tricks for managing your billing statements. By utilizing these methods, you can save time and streamline your invoicing process. First, we will discuss how to use the “Save as PDF” option to easily save and print your statements. Then, we will cover how to print multiple statements at once to increase efficiency. Finally, we will explore the “Email” option, which allows you to send statements directly to clients.

1. Use the “Save as PDF” Option

To save NetSuite invoice statements as PDFs, follow these steps:

1. Open the invoice statement you want to save.
2. Click on the “Save” button in the toolbar.
3. Choose the “Save as PDF” option from the dropdown menu.
4. Select the desired location on your computer to save the PDF.
5. Click “Save” to save the invoice statement as a PDF file.

Using the “Save as PDF” option allows you to have a digital copy of the invoice statement that can be easily shared or stored for future reference.

2. Print Multiple Statements at Once

To efficiently print multiple NetSuite invoice statements at once, follow these steps:

1. Go to the Reports Tab.
2. Select the “Financial” Category.
3. Choose the “Invoices” Report.
4. Set the Date Range to the specific year.
5. Customize the Report if desired.
6. Click on the “Print” Button.
7. Choose the appropriate printer.
8. Adjust print settings if needed.
9. Click “Print”.

By following these steps, you can easily print multiple statements at once in NetSuite, saving time and effort.

3. Utilize the “Email” Option

Using the “Email” option in NetSuite to send invoice statements is a convenient way to share information with customers. Here are the steps to follow:

1. Login to your NetSuite account and go to the Invoices section.
2. Locate the specific invoice statement you want to send and open it.
3. Click on the “Email” button, usually located at the top of the page.
4. Enter the recipient’s email address in the designated field.
5. Customize the email message if desired, adding any relevant information.
6. Review the email and attachments, ensuring accuracy.
7. Click on the “Send” button to deliver the invoice statement via email.

Utilizing the “Email” option in NetSuite is an efficient way to send invoice statements to customers, saving time and resources.