Generating E-Documents

An e-document is an electronic version of an invoice, generated in compliance with local regulations.

Before you generate e-documents, ensure you have the following:

You have the necessary permissions to create and manage invoices and e-documents.
You have completed Prerequisites of India Electronic Invoicing and the Steps to Set Up India E-Invoicing in NetSuite.
E-Document templates and sending methods are set up for your customers or vendors.
E-Way Bill details are available for entry, if applicable. Any E-Way Bill details you enter on transaction records in NetSuite are included in the certified e-document.

Create an invoice.
On the E-Document subtab:
1. Select a template from the E-Document Template field.
  
  The field shows templates associated with the e-document package assigned to the customer or vendor.
2. (Optional) Select a sending method from the E-Document Sending Method field.
  
  The field shows sending methods associated with the e-document package assigned for the customer or vendor.
  
  If you don't select one, the SuiteApp uses the default certification sending method.
3. To get a PDF version of the e-document, check the Generate PDF box.
Click Save. The system updates the transaction record, and a Generate E–Document button appears at the top.
Click Generate E–Document.

Review the generated e-document.

If the e-document generation is successful:

The Certify E-document button appears on the transaction record.
The E-Document Status field updates to Ready for Certification.
The Generated E-Document field displays the JSON file, and the Generated PDF field shows the PDF file.

Note:
The generated PDF is a draft. The certified PDF is finalized and formatted to meet local legal requirements. To obtain the certified PDF with the localized layout, see Sending E-Documents for Certification.

If the e-document generation is unsuccessful:

Go to the E-Document Audit Trail subtab on the transaction record to view error messages and activity logs.
For a list of common errors and solutions, see India Electronic Invoice Processing Errors.