We'd love to hear from you! Provide  feedback  to earn a badge today. Take our quick survey


Check out Oracle NetSuite upcoming events and conferences here
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now!
We’re ringing the bell so you know what that means… LAST CALL! This is your last week to register for #SuiteWorld at our early bird special rate and save $300. Join us for our biggest event of the year and learn more about how your business can get the most out of our system. https://lnkd.in/enaAr8p8
Release 2022.2 is Coming! – Get Ready with your Release Preview Account
Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.

Email Template for Sending Individual Statements

edited Apr 7, 2020 2:22AM in Ask A Guru 4 comments

From a customer record, you have the 'Action' option to Generate Statement

This defaults to the default Transaction Form for Statements (which is correct)

Mine is an advanced PDF Form, and has the relevant PDF/HTML form defined in the Print and Email template drop downs

On the Print Individual Statement screen, you have the 'Action' option to Email the statement.

This generates an email with the correct PDF attached (using the advanced PDF template specified above), but the email content is the NetSuite default:

Please open the attached file to view your STATEMENT. To view the attachment, you first need the free Adobe Acrobat Reader. If you don't have it yet, visit Adobe's Web site


Howdy, Stranger!

Log In

To view full details, sign in.


Don't have an account? Click here to get started!


This Week's Leaders

This Month's Leaders

All Time Leaders