In NetSuite, Customer Messages let you add custom notes to transactions like invoices. These messages are often used for terms, thank-you notes, or special instructions.
In this article, we’ll show how to make sure the Customer Message appears correctly on your printed or emailed invoice PDF.
Description:
The Customer Message field must be added to your Advanced PDF/HTML Template to display on the invoice. If it's missing from the template, it won't show even if selected on the transaction.
Solution:
Step 1: Ensure the Message Is Applied
- Open the applicable Invoice record.
- Click Edit.
- Navigate to Communications > Messages.
- In the Customer Message field, select the message you created.
- Click Save.
If the message still doesn’t show on the printed or emailed PDF, continue to Step 2.
Step 2: Verify the PDF/Email Template
- Go to Customization > Forms > Transaction Forms.
- Click Edit next to your Invoice Form.
- Note the Print Template and Email Template names.
- Navigate to Customization > Forms > Advanced PDF/HTML Templates.
- Click Edit next to the template identified in Step 3.
Step 3: Add Customer Message to the Template
Toggle the source code button:
If ${record.message} or Customer Message is not already included
Option A: Source Code Mode
- Add the code: ${record.message}
- If not, insert it in the section where you want the message to appear.
Option B: Drag-and-Drop Mode
- Uncheck the Source Code toggle (green button).
- Click the "+" icon to add a new field.
- Search for Customer Message.
- Drag it to the desired area on the template.
- Click Preview to verify placement.
After saving the updated template:
- The Customer Message will now appear on any invoices where it has been applied.
- It will be visible when printing or sending as a PDF.
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