set email invoices to be sent by pdf by default for all customers

AI generated answer (using internal Slack threads):

Based on the conversations, to set email invoices to be sent by PDF by default for all customers, you can follow these steps: 1. Create a Workflow on the Customer record. The action of this workflow should be to set the field value of 'Email Preference' to 'PDF'. This will ensure that whenever invoices are sent to customers, the format will always be PDF. This is based on the preference set in the Customer record. 2. If you want to change the default subject line and email content for these invoices, you can create a custom email template. Then, link this custom email template to your Invoice Form. You can do this by going to

Customization > Transaction Forms > [your preferred invoice form]

. 3. If the email still auto-sends without any screen pop up, you can go to

Setup > Company > Email Preferences

and check the "Use Popup for Main Transaction Email Button". This will give you a dialogue box that pops up where you can manually adjust the email content. 4. If the changes are not reflecting, it might be due to a workflow or a scripted action. You can check your workflows by going to

Customization > scripted records > invoice

. Look at the list and see what makes sense. If it's a scripted action, you might need to contact your developer to update it. Remember, these steps are based on the conversations and might need to be adjusted based on your specific NetSuite setup. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******