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Finds fulfilled-but-unbilled orders and drafts accurate invoices — each invoice is created in NetSuite only after your approval.
Every fulfilled order billed — nothing invoiced twice, nothing invoiced without you. Revenue you shipped but never billed is the quietest way to lose money: sales orders sit in Pending Billing, fulfillments go out the door without a matching invoice, and month-end becomes a scramble to work out what is actually billable. This agent reads your order-to-invoice pipeline straight from NetSuite, finds fulfilled-but-unbilled work, assembles accurate invoice drafts line by line — quantities from the fulfillment, rates from the order, terms from the customer — and creates the invoices only after you have reviewed and approved the run. Team: Billing · Type: Agent

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What’s included

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Pinned tools

  • er_suiteql_example_find
  • er_suiteql_query_validate
  • ns_createRecord
  • ns_getRecordTypeMetadata
  • ns_getSuiteQLMetadata
  • ns_runCustomSuiteQL
  • NetSuite Intelligence Library

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Starter prompts

  • What’s billable right now?
  • Draft this week’s invoice run
  • Check partially billed orders
  • Bill one customer
  • Create the approved invoices

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Trust and governance

This agent can take action in NetSuite through ns_createRecord — and every write is approval-gated. Nothing is created, updated, or sent until a human approves it. Reads and analysis run without interruption. All activity is captured in a full audit trail, agents use your existing NetSuite roles and permissions, and your data is never used to train models. Works with: NetSuite