Installing the Invoice Presentation Template SuiteApp :

Prerequisites

 You must set up the following using the Administrator role to work with the Invoice Presentation

 Template (IPT) SuiteApp:

 ■ Customize your preferred invoice transaction form.

 1. Go to Customization > Forms > Transaction Form.

 2. Click Customize next to your preferred invoice transaction form.

 3. Set the following fields:

 □ Printing Type – Choose Advanced

  □ Print Template – Select Invoice Presentation Print Template

  □ Email Template – Select Invoice Presentation Email Template

 Warning: Do not edit the contents of the Invoice Presentation Print and Invoice Presentation Email templates. Doing so may impact working with the features of the IPT SuiteApp.

  4. Click Save.

 ■ Enable Add-On modules.

 1. Go to Set Up> Company > NetSuite Account Information > View Billing Information.

 2. Click the Add–On Modules subtab.

 3. Enable the following modules:

 □ Charge Based Billing

 □ Project Accounting and Management

 ■ Enable the required features.

 1. Go to Set up > Company > Enable Features.

 2. Click the Company subtab and check the following boxes:

□ Projects

□ Project Management

  □ Multiple Units of Measure

  3. Click the Accounting subtab and check the following boxes:

  □ Accounting

□ A/R

  □ Accounting Periods

  4. Click the Transactions subtab and check the following boxes:

□ Charge Based Billing

□ Billing Operations

5. Click the Employees subtab and check the following boxes:

□ Expense Reports

□ Per-Employee Billing Rates

□ Purchase Requests

□ Time Tracking

6. Click the CRM subtab and check the following boxes:

□ Customer Relationship Management

□ Mail Merge

7. Click the SuiteCloud subtab and check the following boxes:

□ Custom Records □ Advanced PDF/HTML Templates

□ Client SuiteScript □ Server SuiteScript

□ SuiteCloud Development Framework

8. On a project record, select the Billing Type as Charge–Based.