Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Keep an eye out for upcoming NetSuite events, including meetups, workshops, and webinars. These sessions are a great way to connect with peers, learn from experts, and stay current on the latest NetSuite updates and best practices. Registration links are provided in each event.
Custom invoices per customer
Hello! I have two questions that kind of relate to each other. First question I am wondering is if Netsuite is capable at assigning which custom invoice form is used per customer.
We have 5 custom invoice forms. We use them as certain customers require their own information on their PDF invoices.
I was wondering if there is a way to automatically ensure that certain customers are defaulted to certain custom invoice forms.
Now we have to manually go in to each invoice (for the customers that require a custom invoice) and change the drop down before we can send it to them.
0