Just a question about invoicing for you all. Do you generally email invoice PDFs? We're seeing deliverability problems sending invoice emails & I'm wondering what is considered "Best practice" these days. I've inherited this - I'm thinking about changing it so that we send a HTML invoice out instead, that contains a link to the PDF for the customer to download (we'll go customer portal later, but it's a bigger project)

Either through email with attached PDFs or through an e-invoicing partner. Some sort of format to the e-invoice partner and then the e-invoice partner delivers the invoice to the customer in the format that they can receive it in. Could be PEPPOL, a local format, Email+PDF or by regular mail.

From a business\end-user perspective, I like to have PDF's in my invoice emails (just more efficient for saving\filing for accounts). Just checked a few that I get through on a monthly basis (AWS, Azure, Atlassian, Cisco Umbrella) ... and they all have PDF's attached.

Make sure you have DKIM etc set up correctly if you are having mail delivery issues.

@michoel Thanks - sorted that a while back

PDFs are our preference (and somewhat of an industry-standard). agree with @michoel on DKIM. Also, make sure DNS is good (it's another test you can run on the DKIM page). You may want to exclude watermarks in your PDF. We found that with advanced PDFs, it requires the function"macro". That seems to get flagged by some spam filters. I don't have any experience with HTML invoices and Netsuite...but I would assume it is like other big changes; you'll trade one set of issues for another.

Do your emails have unique subject lines? If not, they can get blocked by NetSuites outgoing spam filter

The main issue is just customer mail systems flagging as spam, it's a pain. End up having to be tech support for customers, which just isn't scalable