What You Can Update in NetSuite
Invoice Records (when Workflow is set to Invoice Level)
Invoice status and payment information
Any custom fields on invoices
Collection stage indicators
Payment status fields
Common NetSuite Examples
Set payment status when a new payment plan is created.
Move invoice to “In Collection” stage after a reminder is sent.
How It Works
Select NetSuite - Choose NetSuite as your ERP system.
Enter Field Name - Specify which field to update using the field ID (e.g., status, customer fields)
Set Field Value - Enter the value you want to set.
Workflow Level - The system automatically knows which record type to update based on your workflow level.
What You’ll Need
Field Name – The exact NetSuite field ID
Field Value – The new value you want
NetSuite Integration – Make sure it’s active
Need Help?
If you’re not sure which field names to use or how to set things up, reach out to your customer success manager.