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.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Emailing Invoices as Attachments
I want to email invoices to customers and be able to customize the message. It seems like I can easily do one or the other, but both is a pain. The "dangerous" yellow email button will automatically attach the invoice as PDF - great. The "friendly" gray email button will allow me to customize my message and attach files, but I don't see a way to automatically attach the invoice.
Is there a way to email an invoice to a customer and customize my message without having to print the invoice, save it, and attach it? It looks like I can't do this, but maybe I just don't get the user interface.
0