how to set up netsuite to send the invoice as a pd...
# ask-stanley-ai
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how to set up netsuite to send the invoice as a pdf when email instead of in the email body
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AI generated answer (using internal Slack threads):
To set up NetSuite to send the invoice as a PDF when emailing instead of in the email body, you can follow these steps: 1. Create a workflow that is triggered when the invoice record is created or edited. 2. Add two states in the workflow. In the first state, add an 'Email Invoice' button. Use this button to transition to the second state. 3. In the second state, set the action to 'Email'. In the email body, write the content you want to include in the email. 4. Attach the PDF invoice to the email. This can be done by using the 'Attach Record' action in the workflow and selecting the invoice record. Make sure the invoice form is set to 'Advanced PDF/HTML' so that it is attached as a PDF. Alternatively, you can set your own user preference to PDF. This will make NetSuite send all emails as PDF attachments by default. However, this setting will only apply to your user account and not to the entire environment. Please note that this solution requires some knowledge of NetSuite workflows and may require some testing to ensure it works as expected. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.87108916
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.859747
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.848506927
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