Custom Invoice Template and Automated Emailing

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Requirement

One of our customers wanted us to craft custom invoices in HTML and PDF form. They also wanted our help in sending an email to the specific recipient. It had to go along with an attachment of the printed HTML/PDF of the invoice.  

Our client wanted the invoice with some additional customization and extra information from customer records. Therefore, one cannot use the default printed PDF/HTML transaction forms provided by NetSuite.  

Usually, NetSuite provides a default layout for all transaction forms. They include sales order, invoice, purchase order, and other receipts.  

Think of a situation where the user wants some additional information on the transaction forms. Then, NetSuite itself provides an interface for customization. It also permits creating custom printed PDF/HTML transaction forms. 

Under certain circumstances, one can use Advanced PDF/HTML templates with Free-marker. They provide users with endless customization options.  

 

Challenges of Custom Invoice Template and Automated Emailing

The main challenge during the customization was how to customize the customs invoice form according to the user requirements. And also how to send the customs invoice in PDF and HTML to the recipient. 

Our Solutions of Custom Invoice Template and Automated Emailing

Our team of experts came out with a solution comprising Custom Invoice Template and automated emailing. They used Advanced PDF and HTML templates along with FreeMarker. They used it to create a custom invoice in both PDF and HTML.  

We also created a custom button on the invoice. It executes a script with one click and attaches the custom invoice as PDF and HTML. It sends the mail to the required recipient efficiently.  

We have placed a ‘Pay Now’ button right on the invoice so that the customers of our client can pay instantly. Clicking on the button will lead to the default payment gateway.  

Results

Jobin&Jismi provided an efficient solution to create custom invoice PDF and HTML templates that meet the client’s unique requirements. Our team customized the invoice form in both HTML and PDF delivering the forms customized and with all the information the client requested. We have placed a ‘Pay Now’ button right on the invoice so that the customers of our client can pay instantly. Clicking on the button will lead to the default payment gateway.

 

    • Created and customized the invoice form in both PDF and HTML format using Advanced PDF and HTML templates with the help of free marker.
    • Created a custom button on the invoice.
    • Sending email with invoice (PDF and HTML) attachment by clicking the custom button.

    Experience impeccable Netsuite Customization Services that help you stay ahead of the competition with Jobin & Jismi. Contact us at contactus@jobinandjismi.com to schedule a consultation and discover how we can help your business grow.