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need display Case# inside line item on Invoice

edited Dec 23, 2019 10:54PM in Accounting / ERP 5 comments

Hey, Hi, All,

Hope everyone is out there killing it using their NetSuite.

I have a need to display the Case number on our invoice to our client. We are a Professional Services firm so we use Cases extensively & intensely. We want our clients to use them as well. We do allow clients to view their Cases in their online client portal & those do in fact show the client which Case led up to which invoice (ie: they can click on those & drill-down & see what they need to see) We now want to do something different but similar in their invoices that we email them. If a client opens

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