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.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
email invoice in excel
Hello Gurus,
Hoping you can point me in the right direction....
We have invoices with many lines and so our customers would like to receive a copy in excel in addition to the pdf so that they can audit them more easily. I am able to create a saved search of the invoice lines and could create a scheduled email where the 'recipient from results' is the customer email. (just one recipient per customer)
However, we use a workflow to send all our invoices to multiple email addresses per customer and would prefer to send them just that one email that has BOTH the pdf and the excel together? is this possible?
0