Tag: Customer Statement

Show Amount Due for Each Invoice on a Customer Statement Using Advanced PDF/HTML Template

Scenario The user needs to display the Amount Due for each Invoice on a Customer Statement printed with the Advanced PDF/HTML Template. Solution   Navigate to Customization > Forms > Advanced PDF/HTML Templates Preferred Custom Statement PDF/HTML Template: Click Edit Top right corner: Toggle Source Code  Look for the line of code that contains class=”itemtable” Within the <thead> tag, insert the following code: <th align=”right”>Amount Due</th> Within… Continue reading Show Amount Due for Each Invoice on a Customer Statement Using Advanced PDF/HTML Template

Show Amount Due on Customer Statement

To show Amount Due on Customer Statement: Navigate to Customization > Forms >Transaction Forms Click Customize or Edit preferred Statement form Select Printing type as Basic Go to the Printing fields tab > Columns subtab Enable the Print/Email checkbox on the Open Amount field Click Save

Setting the Default Email Sender for Customer Statements

Currently, NetSuite’s “Email Preferences” offer only three options for the email sender for customer statements. No default email address can be specified. However, you have the following options: Set Preferences – Each user can update their Set Preferences to meet email-sending requirements individually. Customization Option – To set a specific sender for statements, a customized… Continue reading Setting the Default Email Sender for Customer Statements

Bulk and Individual Statement Printing in NetSuite

NetSuite provides options to print customer statements in bulk or individually. This guide walks through both processes, along with notes on customizing email senders and setting up preferences for automated bulk emailing. Bulk Printing Statements Follow these steps to print multiple statements at once: Navigate to the Bulk Print Statements Page Go to either: Customers… Continue reading Bulk and Individual Statement Printing in NetSuite

Get the Sales Order # onto Customer Statement PDFs?

printing Sales Order number in Statements is not yet available (see SuiteIdeas: 166706). I am seeing some users use custom fields instead. Some use workflow to copy the value from Created From to the field, then printing it via custom field. Make sure your custom transaction body field Applies To> Print on Statement is checked.… Continue reading Get the Sales Order # onto Customer Statement PDFs?

Advanced PDF Template for Customer Statements: Calculating Date Differences for Invoice Aging

This FreeMarker script is designed to categorize overdue invoices on a customer statement by calculating the number of days between the invoice due date and the statement date. Here’s a concise breakdown of the process: Extract and Convert Dates: The script retrieves the due date (line.duedate) and statement date (statement.trandate), converting them into strings. Check… Continue reading Advanced PDF Template for Customer Statements: Calculating Date Differences for Invoice Aging

Script for creating the Customer Statement PDF Endpoint using the encrypted parameters.

The following script can be used for the endpoint for displaying the customer statement PDF from externally using the encrypted parameters. The parameters are encrypted using the XOR algorithm. /**  * @NApiVersion 2.1  * @NScriptType Suitelet  */  define([‘N/render’, ‘N/search’],  /** * @param{record} record * @param{render} render * @param{format} format * @param{search} search */  (render, search)… Continue reading Script for creating the Customer Statement PDF Endpoint using the encrypted parameters.

Customer Statement

In NetSuite, you can generate customer statements to provide your customers with a summary of their account activity, including invoices, payments, and other transactions. Here are the steps to create a customer statement in NetSuite:  Log in to your NetSuite account using your credentials.  Open the customer record.  Click on generate statement under actions  Enter… Continue reading Customer Statement