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Journal Account Number Field Not Accessible on Customer Statement Lines in Advanced PDF
Hello NetSuite Community, We are working on a Customer Statement Advanced PDF template and need to filter out specific journal lines based on their account number before printing. Specifically, we want to suppress journal lines that are posted to the following accounts: • 22020 • 22010 These are internal provision entries…
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Display Unapplied Customer Deposits on Customer Statement PDF
Hi everyone, I'm trying to include unapplied Customer Deposits on the Customer Statement PDF. Ideally, I'd like to display them in a separate table below the standard statement transaction list. Is this possible using the standard Advanced PDF/HTML Customer Statement template? If so, how can I access unapplied Customer…
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How can I display the open invoices that make up the amounts in the footer of the Customer Statement
When selecting the Basic option in the custom form for Customer Statement print, there is no obvious way to have it display the open invoice numbers with amounts that make up the open balance by period (30/60/90 days). How can this be achieved? Someone else asked how to show items on the open invoice lines, but how do I…
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Can I add a custom column from Journal in the Customer Statement?
In the Journal Entry, I created a custom column (line level). I want the values to appear customer statement but no values is being generated. I have created a custom customer statement. Is this a limitation? Is there an alternative?
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Adding CUST Number to Email Subject Line
Hello, all— We have a workflow-based system that automatically sends statements to our customers at the beginning of each month. The emails are based off a template, which the workflow uses to deliver those statements. However, we've been noticing that every now and then the emails aren't delivered (this happens when…
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How to generate Customer Statement based on Invoice activity rather than a running balance?
Is there any solution out there for generating a customer statement that shows the customer their open transactions (usually invoices, but also credit memos and deposits; anything with an 'amount remaining') and the activity on those transactions? We've been working on a custom solution that looks something like this:…
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Automatically Send Customer Statement in NetSuite
Hi NetSuite Guru, I set up a workflow in NetSuite to automatically send customer statements via email. However, the statement attached in the email includes all invoices and payments. How can I set up to only list out the invoices which haven't paid in the statement? Thank you. Diana Le
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How do I change the Customer Generate Statement PDF?
Hi everyone I'm looking to run statements for the first time and am having difficulties with the templates. Firstly, it looks like I can't use an Advanced PDF/HTML Template for customer statement - is that true? I must use a custom PDF layout? Secondly, assuming we can't go Advanced template, then how would i know where…
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Customer statement generation via restlet to base64
Hello Suite people, i am working on customer statement generation via dynamics were API triggers the script and returns base64 string to decode to pdf. When i test via postman the base64 result string cannot decode, getting the following error The MIME of file was detected as “text/plain”, but the decoder displays it as…
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WATCH: Email Customer Statements
This is a how-to video for emailing the customer's statements. There are multiple ways how the Customer Statements can be emailed from NetSuite to remind Customers to pay their invoices so make sure to watch this video.