Alliance Partner

Custom Invoice Template and automated emailing

Requirement

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

If the user needs some additional information on the transaction forms, then NetSuite itself provides an interface to customize the form. And it allows creating custom printed PDF/HTML transaction forms. But in certain circumstances, it is not enough to use Netsuite customization only. In that case, we can use Advanced PDF/HTML templates with Free-marker. They 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 also to send an email to the specific person followed by an attachment of the printed HTML/PDF of invoice.

Challenges of Custom Invoice Template and automated emailing

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 cannot be used.

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

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

Our efficient team created a custom button on the invoice. And on the one 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
    • 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.
    • On the click of custom button, sent the email with invoice (PDF and HTML) attachment.

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