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Export Invoices From Expensify to NetSuite

Sheena TrepanierSheena Trepanier Expensify Success Coach - Admin Posts: 1,325 Expensify Team
edited February 10 in Product Updates

An exciting addition to our robust NetSuite connection is the ability to easily export invoices created in Expensify to your the A/R account of your choice! When exporting, if the invoice was sent in Expensify to an email address that matches a customer in your NetSuite, the invoice will automatically be linked. If a matching customer isn’t found, a new customer will be created in NetSuite for you.

To get the very best invoicing experience, you can send invoices to customers and receive payment via Venmo or check, all in Expensify. We’ll update the payment status in NetSuite as soon as it is paid!

To learn how to set up invoice export, explore our help doc series below:

Running into questions? Try asking in the Community here or reach out to us at [email protected]

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