Custom Invoice Template and automated emailing

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If the user needs some additional informations on the transaction forms, then NetSuite itself provides an interface to customize the form and to create custom printed pdf/html transaction forms. But in certain circumstances, the customization provided by the NetSuite interface may not be just enough.Advanced PDF/HTML is one of the best features of NetSuite because it allows users to create and customize beautiful and feature rich PDF/HTML templates for various forms such as Invoice, Sale Order, Picking Ticket, Purchase Order etc.

Requirement

NetSuite renders a default layout for all transaction forms, like sales order, invoice, purchase order, and other receipts. Thus if user does not  require any additional customizations or extra informations to display on the transaction forms, then these default layouts are just enough.

If the user needs some additional informations on the transaction forms, then NetSuite itself provides an interface to customize the form and to create custom printed pdf/html transaction forms. But in certain circumstances, the customization provided by the NetSuite interface may not be just enough. In that case we can use Advanced PDF/HTML templates with Free-marker to provide users with endless options for customization.

One of our NetSuite clients approached us with a requirement to create custom invoices in both HTML and PDF form and to send an email to the specific person followed by an attachment of the printed HTML/PDF  of invoice.

Challenges

Our client wanted the invoice with some additional customization and extra information from customer records. So the default printed PDF/HTML transaction forms provided by the NetSuite can not be used.

How to customize the custom invoice form according to the user requirements and how to send the custom invoice in PDF and HTML to the recipient were the main issues  we faced during the development process.

Our Solutions

We used Advanced PDF and HTML templates along with FreeMarker (open source Java based template engine) to create custom invoice in both pdf and HTML. 

Our efficient team created a custom button in invoice and on the on click, a script will be executed which will attach the custom invoice as PDF and HTML and will send 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. 

The main highlights of our achievements are

1. Created and customized the invoice form in both PDF and HTML format using Advanced PDF and HTML templates with the help of freemarker.
2. Created a custom button in invoice.
3.On the onclick of custom button sent the email with invoice (PDF and HTML) attachment.