What is necessary on a Sales Order for an invoice to be generated automatically?

For an invoice to be generated automatically from a Sales Order, it is essential to have the appropriate terms set up. When terms are specified, it signifies the payment conditions agreed between the buyer and seller, which is crucial in triggering the invoicing process. Invoicing is typically linked to defined terms such as "Net 30" or "Upon Receipt," allowing the system to process the order and create an invoice once the order has been approved or fulfilled.

While other elements like customer information, items listed on the order, and the payment method play significant roles in the sales process, they do not directly impact the automation of invoice generation. The invoice is directly tied to the terms outlined in the Sales Order, allowing for a seamless transition from selling to billing within the NetSuite system. This integration facilitates effective management of receivables and ensures that invoicing aligns with contractual obligations regarding payment.