Thank you Shamaine, I love your step by step instructions. How do you add multiple description under the Type field? It will only take one or the other not all multiple selections. Liz Madrid

ok thank you Shamaine!

Hi Shamaine, Would it be possible to apply this credit hold warning to COD customers only and not the ones with terms?

Morning Shamaine, I logged in as Admin and was able to check the allow override box so it's all good. Thank you so much for your help again!

Hi Shamaine, I'm not able to select warn only in this box, it's grayed out....

Thank you so much Shamaine, your step by step instructions really helped!

Thank you so much Michelle, your step by step instructions really helped!

Awesome, it worked....thank you so much!!

So will it clear out the unapplied in the deposit section? Thanks

Hi Michelle, I've uploaded the image in the file cabinet in jpg format and it won't accept the format, has to be the 3 options in the snapshot you saw. I give up....

Hi Michelle, I saved it in jpg in the template and it won't accept the format. I guess I won't be able to use the marketing tool in NetSuite. I think that it's silly the system won't accept the most used format. Thank you for all your help with this..... Liz Madrid

Morning Michelle, I just emailed myself a test run on and noticed that I have to click on the URL link to open the file. Would it be possible that the information of the file automatically come up and not have to click on the link to open the file? The file is about our course in April and I worry that customers will…

Hi Michelle, I'm having trouble with understanding step II. I've just upload the PDF to the new folder I created in the file cabinet but I don't understand the URL part, where do I find this excel file? Thank you, Liz Madrid

Thanks Michelle, would it be possible for me to merge them so I have the sales history? Liz Madrid

Hi Roxanne, I've selected the fields mentioned above but it's not calculating the shipping cost on the report. Am I missing something? Thanks, Liz Madrid

Hi Camille, Sorry, it is a complete question, I just copied it from the title. Have you come across situations like this where a customer is charged sales tax on either parts or labor depending on what their exempt certificate state?

Hi Roxanne, For some reason I don't show Parent Item when I expand Tax Liability folder, would it be under a different folder? These are in alphabetical order nothing under Parent Item... Thanks, Liz Madrid

Is there a way to get a breakdown from total sales, like labor, and sales tax amount using the Sales Tax Liability By Tax Agency report builder?

Hello, Thank you so much for your help. So I tried using this report highlighted below but I don't see the customer job like what's shown above. I only see customer project option in the fields. Thanks, Liz Madrid

Hi, yes it's the Sales Tax on Sales report. Do you know if I can add customer name to the report? I don't see the option to do so. Thank You! Liz Madrid