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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Project managers need visibility into invoice status and payment tracking, but navigating NetSuite for billing information takes time away from actual project management. Manual invoice tracking leaves you behind on cash flow issues.
Here’s how to automate NetSuite project invoice tracking with Google Sheets dashboards that update automatically.
Set up automated invoice tracking using Coefficient
Coefficient provides comprehensive automated NetSuite project invoice tracking by connecting invoice data with project information in continuously updated Google Sheets dashboards. Your invoice status and payment tracking update automatically for better PM visibility.
How to make it work
Step 1. Import invoice and project data.
Pull in Invoice records linked to specific projects, Project records for context, Customer records for client analysis, and Time Tracking plus Expense data to understand invoice composition.
Step 2. Set up PM-focused tracking.
Configure daily refreshes to maintain current invoice status, payment tracking, and project billing visibility. Use project-specific filters to track invoices by status, date range, client, or project manager.
Step 3. Build invoice analytics.
Create SuiteQL queries for complex invoice analysis with joins across projects, customers, and financial records. Track invoice progression from draft to paid status and monitor payment aging for cash flow visibility.
Step 4. Enable proactive management.
Set up automated invoice aging analysis, billing milestone tracking, and client payment pattern analysis. Generate automated invoice status reports for client communications and revenue forecasting.
Keep project billing visible without the NetSuite navigation
Automated NetSuite project invoice tracking gives PM teams real-time visibility into billing performance and cash flow management. Start automating your invoice tracking today.
