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Avalara Help Center

Create an Invoice

This article applies to:Avalara AvaTax for NetSuite

Learn how to create a new invoice in AvaTax for NetSuite and add items to the invoice.

Create new invoice

To create a new invoice, follow these steps:

  1. Click Transactions.
  2. Click Sales.
  3. Click Create Invoices.
  4. Complete the following required fields:
    1. Custom Form: Select the form from the menu.
    2. Customer: Select the customer to pass to AvaTax.
    3. Date: Type the transaction date for tax calculation.
    4. Posting Period: Select the date range from the menu.
    5. Location: Controls the origin address used for calculation purposes.
  5. Click Save.

Add items to an invoice

The following fields need to be filled:

  1. Item: Required information that is captured by AvaTax.
  2. Description: This field is required and displays a warning if not populated.
  3. Amount: Used to calculate tax for the line.
  4. Tax Item: Select AVATAX.
  5. Taxable: If the item isn't mapped to a tax code, this column is used to determine item taxability. If left unchecked, no tax will be calculated.
  6. In the Items area, there are three Ship-To columns:
    • Ship-To Longitude
    • Ship-To Latitude
    • Ship-To Entity/Use Code