Esimweni sanamuhla sebhizinisi esisheshayo, ukuphathwa okusebenzayo kwama-akhawunti atholwayo (AR) kanye ama-akhawunti akhokhwayo (AP) is crucial for maintaining a healthy cash flow. Invoices are an essential part of this. Invoice creation and invoice processing are critical steps in these processes.

Oracle I-NetSuite Uhlelo oluqinile lokuphatha ama-invoyisi lunikeza isisombululo esinamandla sokuzenzakalela kanye nokwenza lula inqubo yama-invoyisi, ukukhulisa ukusebenza kahle nokuthuthukisa umgomo wakho oyinhloko.

This comprehensive guide dives deep into the capabilities of Oracle NetSuite for both AR and AP, empowering you to take control of your financial operations. We will also discuss NetSuite and AI-enabled automation to simplify some of the manual processes in AR and AP.

This NetSuite Invoice Management guide covers the following aspects:

• Accounts Receivable – Creating and updating sales invoices, customising AR workflows
• Accounts Payable – Creating and updating vendor bills, carrying out PO matching, customising AP workflows

I-Invoicing ye-NetSuite - Ama-Akhawunti Atholwayo (AR)

Ukuqoqa izinkokhelo kumakhasimende kungaba umshikashika oqhubekayo kumabhizinisi amaningi. Izici ze-AR ye-NetSuite zikuhlomisa ngamathuluzi okusheshisa inqubo futhi uthuthukise izinga lokuqoqwa kwakho:

Ukudalwa kwe-invoyisi

Khiqiza ama-invoyisi ngokushesha futhi kalula ngokuguqula ama-oda okuthengisa abe ama-invoyisi ngqo. Lokhu kuqeda isidingo sokufakwa kwedatha okuyimpinda, ukuqinisekisa ukunemba nokukongela isikhathi esibalulekile.

Ngaphansi KweziMali-> Ukuthengisa-> Chofoza okuthi 'Dala Ama-invoyisi'

Chofoza ku-'Okwenziwe okusha'

• Esikrinini esingenhla, ungakhetha ifomu. Faka Ikhasimende kanye nedethi ye-invoyisi.
• Unenketho yokukhetha izinhlobo zemali eziningi kanye nezinga lokushintshanisa elifanele.
• Esigabeni sezinto, ungafaka izinto zomugqa ezikhokhelwayo. Kumathebhu alandelayo, ungakwazi ukwengeza amakheli okukhokha engeziwe kanye nemininingwane yentela.
• Nikeza amakhasimende akho ngendlela elula nengenazinkinga yokwamukela ama-invoyisi. I-NetSuite ikuvumela ukuthi uthumele ama-invoyisi nge-imeyili noma unikeze ngengosi evikelekile eku-inthanethi ukuze uthole izinketho zokuzisiza wena ngokwakho.

Izifanekiso ze-invoyisi ze-NetSuite ezenziwe ngendlela oyifisayo

Dizayina izifanekiso ezichwepheshile ezibonisa ubuwena bebhrendi yakho futhi ukhulume ngolwazi olubalulekile njengemininingwane yomkhiqizo, amanani entengo, imigomo yokukhokha, nezinsuku zamanqamu.

Ungakhetha izifanekiso zama-invoyisi ahlukahlukene ngaphansi kokuthi Ukwenza Ngokwezifiso-> Amafomu-> Amafomu Okwenziwe.

Ungabona izifanekiso ezihlukahlukene ezifinyeleleka lapha. Hlunga ohlotsheni lwe-invoyisi. Ungakha isifanekiso esisha bese ukhetha uhlobo njenge-invoyisi.

Ungakhetha kusifanekiso esikhona bese ucindezela okuthi Enza ngendlela oyifisayo ukuze uhlele

Kusifanekiso Sokuphrinta, ungakhetha izifanekiso ze-HTML zangokwezifiso ezivumela ukuguqulwa nokuklama okunwetshiwe

You can choose various invoice templates from the home screen under Customization->Forms->Advanced PDF/HTML Templates. The attached screenshot is what the editor screen looks like.

• Ungachofoza inkinobho ethi '+' ukuze ufake izinkambu kuyo yonke i-NetSuite.
• Izinkambu zingafaka igama lenkampani yakho, i-invoyisi, izinto zomugqa, njll.
• Uma i-invoyisi idaliwe, izinkambu ezisifanekiso zigcwaliswa ngokuzenzakalelayo ngokuya nge-invoyisi.

Lokhu kudala indlela engenazihibe yokuchaza kusengaphambili izifanekiso futhi ubone ngeso lengqondo ukuthi zingabukeka kanjani. Ungangenisa futhi izifanekiso ze-HTML.

Unezinye izinketho zokwenza ngokwezifiso ukufaka izithombe, ukuhlehla ube amakholomu amaningi, engeza izinombolo zekhasi, nokuningi.

Kukhona ezinye izici ezisiza ukutholwa kwama-akhawunti nama-invoyisi ku-NetSuite.

• Izinketho Zokulethwa Okuningi: Ungawalondoloza futhi uwalande njengama-PDF noma ngokuqondile ama-invoyisi nge-imeyili kumakhasimende.
• Izikhumbuzi Zokukhokha Ezizenzakalelayo: Ungawavumeli ama-invoyisi asele engene emifantwini. I-NetSuite ikuvumela ukuthi usethe izikhumbuzi zokukhokha ezizenzakalelayo ezazisa amakhasimende mayelana nezinkokhelo ezidlulelwe yisikhathi. Ungenza ngendlela oyifisayo isikhathi nemvamisa yalezi zikhumbuzo ukuze ugudluze amakhasimende akhokhele ngokushesha.
• Ukubonakala Kwenkokhelo Yesikhathi Sangempela: Thola imininingwane yesikhathi sangempela mayelana nokuguga kwakho kwe-AR. I-NetSuite ihlinzeka ngemibiko enemininingwane ehlukanisa okutholwayo ngokwezigaba ngokusekelwe ngezinsuku zakho ezifanele, okukuvumela ukuthi ubone izinkokhelo ezidlulelwe yisikhathi futhi ubeke imizamo yokuqoqa kuqala.

Ukwenza ngokwezifiso okwengeziwe nge-SuiteApp

The I-Electronic Invoicing SuiteApp yakhelwe ukusekela ukwenza ngokwezifiso okulandelayo:

• Izindlela zokuthumela ngokwezifiso-Umlawuli kufanele enze izindlela zokuthumela i-e-document ezitholakalayo ukuze zikhethwe kwirekhodi lomsebenzi kanye nerekhodi lephakheji le-e-document. Izindlela zokuthumela kufanele zisetshenziswe njengama-plug-in ngokwezifiso esikhundleni semibhalo.
• Ukuhlela ukukhiqizwa kwe-e-document ephumayo—I-Electronic Invoicing SuiteApp inika amandla umlawuli ukuthi akhiphe umbhalo ukuze akhiqize amadokhumenti e-elekthronikhi amaningi ngesikhathi esisodwa esikhundleni sokukhiqiza mathupha amadokhumenti e-e okwenziwa ngakunye.
• Ukuhlela ukuthunyelwa kwe-e-document ephumayo - Njengombhalo wokukhiqiza amadokhumenti e-e ngobuningi, i-Electronic Invoicing SuiteApp nayo inombhalo wokuthumela okuzenzakalelayo okuhleliwe kwama-e-documents aphumayo. Umbhalo uthumela amadokhumenti e-e aphumayo kuphela isimo sawo Silungele Ukuthunyelwa.

Invoice Processing: Accounts Payable (AP)

For many businesses, managing accounts payable involves a mountain of paperwork and tedious data entry. NetSuite allows you to set up a comprehensive vendor invoice management system, that includes PO-linked and standalone invoices, as well as capabilities for 2-way and 3-way matching.

Here’s how you can do one of the basic AP operations (creating a Bill) in NetSuite:

• Kokwenziwayo->Izinkokhelo->Izinkokhelo, ungakwazi ukwengeza ibhili entsha futhi ubone ekhona kakade.
• When manually created, a bill needs additional information about line items, amount, taxes etc.
• Uma umthethosivivinywa usungeziwe, ungawubuyekeza futhi uwugunyaze

2-way and 3-way PO Matching

A vendor bill can also be matched to an existing Purchase Order, by going to Purchase Order -> List POs, where you can ‘Receive’ a bill and then ‘Bill’ the PO by matching a vendor bill to it.

Matching a bill to a PO results in the Purchase Order changing status from “Pending Bill” to “Fully Billed”. You can also carry out partial PO match, by updating only the required line items on the PO – however, this can turn into a tedious process to do manually for every single vendor bill.

This function on NetSuite also ties into payment requests – a vendor bill can also be approved as a bill paid. However, this is also a fairly manual process that is also prone to error. This is where the need for automation and AI-driven processes comes in.

The AP tasks most likely to benefit from automation are those where you can cut processing time or increase accuracy, hence saving money. Compared with manual processing, Ukuzenzekelayo kwe-AP ingathuthukisa kakhulu izinyathelo ezilandelayo:

• Ukungena kwedatha. Ukuzenzakalelayo ukuthathwa kwedatha yama-invoyisi futhi amanye amadokhumenti omthombo ayashesha futhi awathambekele kangako ekwenzeni iphutha kunokufaka idatha mathupha.
• Ukufanisa ama-invoyisi. Ama-invoyisi angafaniswa ngokuzenzakalelayo namadokhumenti asekelayo, njengama-oda okuthenga nokwamukela amadokhumenti (ukuhambisana kwezindlela ezintathu). Lokhu kufanisa okuzenzakalelayo kuyashesha futhi kunembe kakhulu kunokufanisa mathupha, ikakhulukazi emabhizinisini okungenzeka kudingeke afane namadokhumenti agcinwe ezindaweni ezihlukene.
• Ukubhala ama-invoyisi. Ungasungula imithetho esetha ngokuzenzakalelayo ijenene elilungile ikhodi yeleja ye-invoyisi ngayinye, ukuqeda isikhathi nokungahambisani okukhona ekubhaleni amakhodi mathupha.
• Umzila wokugunyaza. Umzila we-elekthronikhi kubo bonke abagunyazi abadingekayo uyashesha kunokuthumela mathupha amadokhumenti komunye nomunye wabo, futhi uhlinzeka ngomkhondo ongcono kukho konke ukuhamba komsebenzi.

I-Payment Automation SuiteApp ikuvumela ukuthi wenze izinkokhelo zomthengisi ngokuzenzakalelayo futhi uphathe i-A/P yakho nokugeleza komsebenzi wokubuyisana kahle. I-Payment Automation iyingxenye ye- Imojuli ekhokhelwayo ye-AP Automation. Le SuiteApp iza nemikhawulo yayo, kulapho ukuhlanganiswa kwezinkampani zangaphandle nezinye i-SuiteApps kungena khona ngaphambili futhi kunikeze izinzuzo ezengeziwe:

Le SuiteApp iza nemikhawulo yayo, kulapho ukuhlanganiswa kwezinkampani zangaphandle nezinye i-SuiteApps kungena khona ngaphambili futhi kunikeze izinzuzo ezengeziwe:

• Hlanganisa futhi ukhiphe ama-invoyisi, ama-PO, njll., kusuka emithonjeni eminingi. Akusekho ukudonsa nokuwisa, i-imeyili, noma ukuxhuma i-Google Drayivu yakho, njll.
• Izilungiselelo zokugunyaza eziyinkimbinkimbi ezinezikhumbuzi zokugunyazwa nokulandelela
• I-AI yokufanisa ama-invoyisi, i-PO, nayo yonke imiklamo ehlukahlukene abangena ngayo.
• Izinketho zokukhokha ezengeziwe nokuhlanganiswa ne-Stripe, Wise, Revolut, ne-ACH.

Ama-Nanonet: Umpetha wakho we-AP Automation

I-Nanonets iyisixazululo esinamandla se-AP esishintshashintshayo esisebenzisa umlingo we-Artificial Intelligence (AI) ukuze kuqondiswe ukucutshungulwa kwe-invoyisi futhi ihlanganiswe ngaphandle komthungo ne-NetSuite nokunye ukuhlanganiswa.

Trusted by over 10,000+ brands, Nanonets comes with best-in-class invoice recognition and AI software for accurate recognition and processing of AP.

Here’s a glimpse into how Nanonets automates the NetSuite AP workflow:

1. Amarisidi Ama-invoyisi Azenzakalelayo: Ukungenisa ama-invoyisi ku-Nanonets from multiple sources is the best in class for accuracy and integrations coverage.
2. Ukufakwa Kwedatha Okuzenzakalelayo: I-Nanonets ikhipha idatha ehlelekile kuma-invoyisi akho, kungakhathaliseki ukuthi ifomethi ye-invoyisi iyini nokuthi i-invoyisi iskenwe noma idijithali.
3. Ukuqinisekisa Okuzenzakalelayo: Ukuhambisana kwezindlela ezimbili and beyond. Match invoice information against open Purchase Orders, Delivery Notes, and other AP documents. Avoid NetSuite’s tedious matching process completely.
4. Umzila Wokuvunyelwa kwezigaba eziningi: Thumela izaziso ezizenzakalelayo to the right person in the organization to review invoices before approval. Users don’t need to pay for NetSuite licenses to approve invoices.
5. Ukuhlela Ukukhokha Okuzenzakalelayo Nokucubungula: Khokha ama-invoyisi usebenzisa noma iyiphi indlela yokukhokha
6. Ukuvumelanisa kwesikhathi sangempela: Ngenisa ishadi lakho le-NetSuite lama-akhawunti futhi udale imithetho ukuze wenze ikhodi kumadokhumenti kusuka kubathengisi bakho.

Ngokuzenzakalela le misebenzi ebalulekile, ama-Nanonets anciphisa kakhulu umzamo owenziwe ngesandla, anciphisa amaphutha, futhi asheshise inqubo ye-AP, okuvumela iqembu lakho ukuthi ligxile emizamweni yamaqhinga kakhudlwana.

Unleashing the Power of Native Integrations

Ukuhlanganisa i-Nanonets ne-NetSuite kuvula izinzuzo eziningi zamabhizinisi abo bonke osayizi. Nazi ezinye zezinzuzo eziphoqa kakhulu:

• Umzamo Owehlisiwe: I-Nanonets yenza ngokuzenzakalelayo ukucutshungulwa kwe-invoyisi, ikhulula ithimba lakho le-AP.
• Ukunemba Okuthuthukisiwe: Ukuhlanganiswa kunciphisa amaphutha futhi kuqinisekisa ubuqotho bedatha.
• Ukucubungula Ngokushesha: Yenza ngokuzenzakalelayo imisebenzi ukuze uthole ukugunyazwa okusheshayo nezinkokhelo.
• Ukubonakala Okukhulisiwe: Thola imininingwane ngamadeshibhodi esikhathi sangempela.
• Ukuthobela Okuthuthukisiwe: Iqinisekisa inqubo ye-AP elula futhi efundekayo.

Ukuhlanganisa i-Nanonets ne-NetSuite kungenza ngokuzenzakalelayo futhi kuthuthukise ukusebenza kwama-akhawunti akhokhwayo. Le nhlanganisela ingenza lula inqubo ye-AP, yehlise izindleko, futhi inikeze ithimba amandla okugxila ezinhlelweni zamasu.

Ukuthatha Isinyathelo sokuqala Sibheke ku-AP Automation

Nanonets automates accounts payable, ukushayela kahle, ukunemba, kanye nenqubo yezezimali eqinile. Sebenzisa i-AI nokufunda komshini ukuze uhole ekuphathweni kwezimali. Susa amaphutha, shintsha imisebenzi, futhi uhlanganise kalula i-AP. Bona ukuthi i-Nanonets ithunga kanjani izixazululo ngedemo yamahhala. Ngena ekusaseni lezezimali nge-Nanonets.

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• Source: https://nanonets.com/blog/managing-invoices-in-netsuite/