Xometry has released Version 1 of Xometry Netsuite Integration. The initial release will allow the auto-generation of Xometry Job (and manual generation of In-house Job Invoices) as well as the option to auto-generate a Payment link in Netsuite for those Invoices at the time of Payout.
Features
- Configure Xometry automated Invoice-generation
- Specify the default Netsuite Customer for Xometry Jobs
- Specify the default Netsuite Product/Service for Xometry Jobs
- Specify when the Invoice should generate
- When Job is Accepted from Job Board, which sets Invoice Date to Ship By Date
- When Job is Completed (Shipped), which sets the Invoice Date to Ship Date
- Configure automated Payment-generation
- Generates Netsuite Payment at the time of Xometry Payout
- Payment links to all relevant Invoices
- Manual Invoice-generation for In-house (Non-Xometry Jobs)
- Manually generate Invoices for older Xometry Jobs that were Completed/Accepted before automation was set-up
Limitations
- The initial release will NOT address Financial Services such as Fast Pay
- If Job is canceled or gets an updated price after Job Acceptance, the update will not flow to Netsuite. This must be manually rectified
Getting Started
- In the Management Dropdown under your organization name, click 'Integrations' to navigate to the Integrations Page
2. On the 'Integrations' Page, click 'Connect Account' on the Netsuite widget. After about 5 seconds of loading, you will be redirected to a series of Netsuite authorization pages
4. Once you have connected Workcenter with your Netsuite instance, you will be asked if you want to set up Invoice integration for just Xometry Jobs, or if you want to leverage it for 'In-house Jobs' (your non-Xometry Jobs) as well
5. For Xometry Jobs, you have to set up a few configuration details:
- Generate Invoice automatically when 1) "Job is Accepted" or 2) When Job is Completed (Shipped).
- If you select "Job Accepted", as soon as you accept a Job from the Job Board, an Invoice will be generated in Netsuite for the Job amount, with the Invoice Date of 'Expected Ship Date'
- If you select "Job Completed", as soon as you complete a Job (Ship the Job), an Invoice will be generated in Netsuite for the Job amount, with the Invoice Date of 'Ship Date'
- When the Invoice is generated, what is the default Netsuite Customer that the Invoice should be created under? see below for more details
- What is the default Product/Service that the Netsuite Invoice Line Item should be attributed to? see below for more details
6. After the initial set-up, you can always 'Edit Configuration' for Xometry Invoices, turn on auto-mated Payments, and turn on/off In-house Invoice functionality
Configure automated Xometry Invoice-generation
- Specify the default Netsuite Customer for Xometry Jobs
- Specify the default Netsuite Product/Service for Xometry Jobs (This is Optional)
- Specify the default Netsuite Tax Rate for Xometry Jobs (recommended 0.00%)
- Specify when the Invoice should generate
- When Job is Accepted from Job Board, which sets Invoice Date to Ship By Date
- When Job is Completed (Shipped), which sets the Invoice Date to Ship Date
The invoice that is generated will populate with the configured Customer, Invoice Date, and Product/Service. The invoice will contain a single Line Item as Xometry Job Price is total and not part-specific
For any historical Jobs accepted/completed (based on your configuration) before the Integration was turned on, you can manually click-to-generate the Invoice from the Job Overview, Invoice Tab
Configure automated Payment-generation
- Generates Netsuite Payment at the time of Xometry Payout
- Payment links to all relevant Invoices
Manual Invoice-generation for In-house (Non-Xometry Jobs)
Unlike Xometry Invoice generation, Netsuite Invoices for In-house Jobs is currently built only for manual Invoice generation. This will require actions by the user to push the Invoice to Netsuite from the Job Overview. We aim to release automations and customer syncing in the future.
- On your Job Overview, toggle to the Invoice tab and click 'Create Invoice'
2. In the pop-up, specify your Netsuite Customer. Review the Invoice Line Items (and edit the Description as needed) and then click 'Create'
3. An Invoice number and the PDF to download the Invoice will then be returned
FAQ
- How long should it take for the Invoice to generate?
- The Invoice begins generating at the moment of the trigger (Xometry Job Accepted, Xometry Job Completion, In-house Job Manual) but can take ~20 seconds to fully complete. Please be patient, and try a refresh in Workcenter to see your Invoice PDF
- Is Xometry storing my customer information?
- No, Xometry Workcenter is not storing your Customer Information. In order to push an Invoice to Netsuite, Workcenter needs to know the Netsuite numerical ID of the customer being invoiced. As part of the Netsuite integration, you will need to select a Netsuite Customer ID by way of the Netsuite Customer Name that the Invoice will be pushed to. Netsuite then fills in the rest of the Customer Information (address and contact info) in the Invoice based on the Customer ID we provide.
- Can I use Netsuite integration for In-house Jobs, without connecting for Xometry Jobs?
- Yes, when you are setting up your integration simply indicate Job Source: In-House only.
- Will my Netsuite Invoice auto-update if the Job is canceled or gets an updated price after Job Acceptance?
- No. We do not want to delete records from your Netsuite system so cancelled Jobs must be manually removed from Netsuite with your authorization. We may build features to help facilitate this in the future. For Price changes, we hope to account for this is in the future, but this must also be manually updated in Netsuite.
- Xometry Terms and Conditions, Agreements, Policies, and Certifications
