Tag: statement

Proposal For Customized Generate Statement Page

Proposal summary   This proposal covers the scope of the customized ‘Generate Statement’ page. Using the custom page, statements can be generated and mailed to the custom-invoice email field value provided by the client. Requirement  The client wants to generate statements for all customers in bulk. They also need to email these statements to the customers… Continue reading Proposal For Customized Generate Statement Page

Remove Balance Forward Line on Statement Advanced PDF/HTML Templates

User wants to remove the Balance Forward line (first line) within the Customer Statement using the Advanced PDF/HTML Template. Solution Navigate to Customization > Forms > Transaction Forms Preferred Statement Form: Click Customize Print Template: Make a note of the Name Navigate to Customization > Forms > Advanced PDF/HTML Templates Click Edit/Customize by the Template from step 3 Top right corner: Toggle Source Code Source Code: Add an if-else tag on the line item part… Continue reading Remove Balance Forward Line on Statement Advanced PDF/HTML Templates

Generate Statement- Customer as Vendor

creating statements for the business in which Customers are also Vendors Proposal summary The proposed solution is for a betting company. They own shops(Agents) that will need to be a customer and a Supplier in Netsuite. They would like to have a solution to generate the statements which includes all the invoices, bills and payments… Continue reading Generate Statement- Customer as Vendor