How to sync an invoice in NetSuite that hasn't synced yet to Pencil?

If you are missing invoices from NetSuite, you can quickly and easily manually sync these invoices to Pencil.

You can follow the steps below to troubleshoot:

1. First, check if the customer has an email on the invoice. If there’s no email, then add the email in NetSuite then re-sync the invoice.

2. Check if the customer name is correct. If not, then edit the customer name to the correct customer. Once done, go into Pencil invoices and use the manual Sync feature.

3. Another thing you can check is if the customer’s name has changed and if the customer has been duplicated with the invoice. If this is the case, then update it to the correct customer. Once done, go into Pencil invoices and use the manual Sync feature.

Here are the steps for to manually sync the invoice to Pencil:

1. Log in to your Pencil account: app.pencilpay.com.
2. Go to Invoices → in the top right corner click on the green "Sync" button.

You can sync one or multiple invoices at once:

1. 1. To sync one invoice copy the full invoice number (this includes any letters/characters that are included in the invoice) and paste into the Sync popup and press the Sync button. Wait 5-10 seconds and you will see a sync confirmation popup. Then refresh you page and search for the invoice.
      
   2. To sync multiple invoices in once click, copy each full invoice number (this includes any letters/characters that are included in the invoice) and paste into the Sync popup with a comma separating each invoice number. Once you have entered all the invoice numbers press the Sync button. Wait 15-20 seconds and you will see a sync confirmation popup. Then refresh you page and search for the invoice.
      
   3. Wait a few seconds to a minute and refresh the Invoices page to see if the invoice has synced. If it hasn't synced yet please reach out to Pencil from our LiveChat or email support@pencilpay.com and provide the invoice number that hasn't synced so we can check it for you.