Creating Billing Accounts in SuiteBilling

🚨 Need help creating billing accounts with SuiteBilling in NetSuite? 🚨

This quick tutorial will guide you through the steps to create billing accounts with SuiteBilling. 💻📊

Step-by-Step Guide 📋

1. Understanding Billing Accounts
   • Billing accounts help consolidate customer billing data, improving management and transparency. 🧾
   • Remember, the best way to streamline and collect invoices generated by SuiteBilling is using Kolleno. 💡
   • Kolleno automates payment reminders and tracks receivables. 🤖
2. Enable SuiteBilling
   • The step-by-step process is straightforward. 🛠️
   • First, enable SuiteBilling by navigating to Setup, then Company, and finally Enable Features. 🔧
3. Check Transaction Settings
   • In the transactions section, ensure you have Charge-Based Billing and Billing Accounts enabled. ✔️
   • Set the Consolidate Projects On Sales Transactions preference. 📊
   • I have another video focusing on this setup, so don’t forget to subscribe for more helpful NetSuite tutorials! 🎥
4. Navigate to Create New Billing Account
   • Go to List, then Relationships, and select Billing Accounts, then click New. ➕
5. Select Subsidiary (if applicable)
   • If you have multiple subsidiaries, choose the correct one from the subsidiary list. 🏢
6. Choose Custom Form and Customer
   • Select the Custom Form for whom you’re creating this billing account. 📑
   • If needed, create a new customer by clicking the plus New icon. ➕
7. Set Currency and Billing Schedule
   • Choose the correct Currency on the right-hand side. 💱
   • Set the Billing Schedule for the account. 📅
8. Enter Start Date
   • Enter or select the Start Date for the billing account on the right-hand side. 📅
9. Save Your Billing Account
   • Once you’re happy with the details, click Save in the top left corner. 💾
10. Additional Options
    • You can also create billing accounts for other records, such as customer subscription records. 🔄

Congratulations! 🎊 You’ve successfully created billing accounts in SuiteBilling! 🌟🎉

If you found this tutorial helpful, please subscribe to this channel for more tips and tutorials. Visit www.KOLLENO.com for more tools to enhance your accounting processes! 🎥✨💼