Set Up Payment Link and QR code Invoice Templates

Payment Link allows you to send your customers an invoice by email. You can customize the look of the invoice, decide if the invoice is included as a PDF attachment, and use an email template for quick set up.

In order to use the Payment Link invoice templates in emails, first make sure the following settings are enabled:

• Decide whether to send the invoice as HTML in the body of the email message, or attached to the email as a PDF.
  
  To set this preference, in NetSuite go to Home > Set Preferences > Transactions > Printing, and choose HTML or PDF for the Transaction Email Attachment Format field.
• Enable Advanced PDF/HTML Templates.
  
  To enable this feature, in NetSuite go to Setup > Company > Enable Features > SuiteCloud > SuiteBuilder, and check the box for the Advanced PDF/HTML Templates field.

After ensuring both of these fields are correct, you can customize your Transaction Form to use pre-set or customized Payment Link templates.

Customize the Transaction Form

The Payment Link feature includes two templates to be used when generating an invoice for the email to your customer. These templates are used to format printed and email versions of transactions. You can select these templates by editing your transaction form.

Note

You can customize the templates used in the transaction form fields by completing the following steps:

• For the Standard Payment Link Invoice PDF/HTML Template – Go to Customization > Forms > Advanced PDF/HTML Templates and click Customize next to Standard Payment Link Invoice PDF/HTML Template. For more information, see Advanced PDF/HTML Templates.
• For the Standard Payment Link Transaction Email Template – Go to Documents > Templates > Email Templates and click Customize next to Standard Payment Link Transaction Email Template. For more information, see Creating New Email Templates.

To customize your transaction form:

1. In NetSuite, go to Customization > Forms > Transaction Forms.
2. Click Customize next to the Standard Service Invoice form.
3. In the Printing Type field, select Advanced.
4. In the Print Template field, select Standard Payment Link Invoice PDF/HTML Template.
5. In the Email Template field, select Standard Payment Link Invoice PDF/HTML Template.
6. In the Email Message Template field, select Standard Payment Link Transaction Email Template.
7. Click Save.