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How to Rename Statement PDF attached to Dunning email?

edited Jun 2, 2025 2:31PM in Ask A Guru 2 comments

Hi all,

We installed NetSuite's dunning bundle on our account and added the statement to the email.

Currently, the PDF's name of the statement is the Customer ID (field id: entityid).

Our Customer ID has information we don't want to expose to our customers.

In addition, If the customer has multiple subsidiaries connected to it, 2 PDFs are attached w/o any sign to which subsidiary each file refers.

We would like to RENAME the Statement PDF's name attached to the Dunning Email.


Please advise if possible, and if so, how.

Regards,

Itzik

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