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Custom Bulk Actions for NetSuite Invoices

Learn what custom NetSuite bulk actions are, what they can do

If you use Kolleno with NetSuite, you can have custom bulk actions added to your invoice list.

These are actions that appear in your bulk-action menu when you select one or more invoices allowing you to trigger a specific operation in NetSuite for multiple invoices at once, directly from Kolleno.

A common example is a Set Write-Off Date action, where you select a group of invoices, enter a date, and Kolleno sends that information to your NetSuite account automatically.

Custom bulk actions are built to your specification no two are the same and are configured by the Kolleno team on your behalf.

Example:

Setting up a Set Write-Off Date Bulk Action:

Field

Value

action_name

set_write_off_date

action_label

Set Write-Off Date

model

Invoice

custom_input_fields

[{"name": "write_off_date", "type": "date", "required": true, "label": "Write-Off Date"}]

model_lookup

{"filters": {"source": "netsuite"}, "exclude_blank": ["ref"], "exclude_null": [], "lookup_fields": [["id", "in", "ids"], ["company_id", "exact", "company_id"]]}

payload_mapping

{"model_fields": {"ref": "invoice_refs"}, "input_fields": {"write_off_date": "writeOffDate"}}

Outcome:

How to request a custom bulk action

To get a custom bulk action set up on your account, contact the Kolleno support team and include the following details in your request:

  1. What the action should do — describe the operation in plain terms (e.g. "set a write-off date on selected invoices").

  2. What it should be called — the label that will appear in your bulk-action menu (e.g. "Set Write-Off Date").

  3. Any input fields needed — let us know if the action requires the user to enter anything before running, such as a date, a reference number, or a yes/no confirmation.

  4. Your NetSuite restlet URL — this is the endpoint on your NetSuite account that Kolleno will send the data to. Your NetSuite administrator or developer will be able to provide this.

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