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Bulk Records: Sales and Billing

NetSuite Sales Orders and Invoices from Excel

Create and edit NetSuite sales orders, invoices, estimates and credit memos from Excel, item lines included, plus billing schedules and subscriptions.

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Sales and billing in bulk, from Excel

Sales transactions often arrive in batches: an order file from a customer, a month of usage to bill, a set of credit memos to issue. Bulk Records puts each transaction and its item lines in an Excel sheet, so you can enter or correct them in bulk and upload them together. Excel formulas can price, map or split the rows first, and each line keeps its Line ID once it is in NetSuite.

  • Enter a batch of sales orders

    Add each order with its item lines, using formulas to price or map the rows from the file you received, and upload the batch. Each line gets a Line ID once it is in NetSuite.

  • Invoice from sales orders

    Name the sales order in Created From and Bulk Records creates the invoice from it the way NetSuite does, matching each row to an order line. Cash sales and return authorizations can be created from orders the same way.

  • Issue credit memos

    Create credit memos from invoices or return authorizations, or enter them on their own, with the lines and amounts from your worksheet.

  • Adjust billing and subscriptions

    Update billing schedules and billing accounts, and create or change subscriptions, subscription lines, change orders and usage records in bulk.

Sales and billing: every supported record type

20 record types that Bulk Records supports. Records with a line sublist are tagged with it.

Transactions: Sales

  • Cash RefundLines: Items
  • Cash SaleLines: Items
  • Credit MemoLines: Items
  • EstimateLines: Items
  • InvoiceLines: Items
  • OpportunityLines: Items
  • Return AuthorizationLines: Items
  • Sales OrderLines: Items

Revenue & Billing

  • Billing Account
  • Billing Revenue Event
  • Billing Schedule
  • Fair Value Price
  • Rev Rec Schedule
  • Rev Rec Template
  • Subscription
  • Subscription Change Order
  • Subscription Line
  • Subscription Plan
  • Subscription Term
  • Usage

Instead of a CSV import

Enter and correct sales transactions with their lines without exporting, editing and re-importing a CSV. Once a record is uploaded, its row links straight to that record in NetSuite, so checking it takes one click.

Bulk Records: a simpler alternative to CSV imports
Questions?

Sales and billing in Bulk Records: FAQ

Q
Can I import sales orders into NetSuite from Excel?
Yes. Add each order and its item lines as new rows and upload. Bulk Records creates the orders in NetSuite and flags any value NetSuite rejects on its cell.
Q
Can I create invoices from existing sales orders?
Yes. Name the sales order in Created From on a new invoice row, and the invoice is created from the order with its lines matched to the order’s lines. A row that can’t be matched is held back with the reason on its cell.
Q
How are item lines handled when I edit an order?
Each line carries a Line ID. A row with a Line ID updates that line, a row without one adds a line, and a line whose ID is on no row is removed from the transaction.
Q
What happens when NetSuite rejects a row?
The error is placed on the row and cell that caused it, with the message as a cell note. Fix the value and upload again.
Q
Can I record subscription usage in bulk?
Yes. Usage is one of the supported record types, so usage records can be created from a sheet and uploaded together.

Try Bulk Records with your own NetSuite data

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