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Attention: Customers with NetSuite Electronic Bank Payment (EBP) SuiteApp, version 2020.2 QA (ID 315896) must UPDATE (do NOT uninstall) their bundle to the Production version 2022.1 (ID 416781) by December 31, 2022. Note: If users fail to manually update the Electronic Bank Payments SuiteApp within the given time window, this version of the SuiteApp (ID: 315896) will be deprecated and the account will not be updated to Leading version (2022.1) of the Electronic Bank Payments SuiteApp. Please refer to the campaign email sent to impacted customers for more information.
Community Care & Share: How to Add Fields from Applying Transactions to an Email Template
When adding the fields from Applying Transactions, there is no direct freemarker to use. In this example below, a user wants to add the Payment Date and Payment Amount of customer's invoice to a custom Email Template. This information is sourced from the Invoice record > Related Records tab > Payments subtab.
1. Navigate to Documents > Template > Email Templates
2. Click Edit beside your custom Email Template
3. Click the Source icon
4. Add the statement below
<#list transaction.links as listItem>
<#if listItem.type?contains("Payment")>
<p>Payment Date: ${listItem.trandate}</p>
<p>Payment Amount: ${listItem.total}</p>
</#if>
</#list>
Do you have an alternative way of adding fields from Applying Transactions to your custom email template? Let us know by commenting below.
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