Leïa
03/28/2025, 2:14 PMCeligo AI
03/28/2025, 2:15 PMAI generated answer (using internal Slack threads):To create an invoice and estimate template in NetSuite, you can follow these steps: 1. Navigate to the Customization menu. 2. Under the Forms sub-menu, select Advanced PDF/HTML Templates. 3. Click on the 'New Template' button. 4. Select the type of record for which you want to create the template (Invoice or Estimate). 5. You will be presented with a default template which you can customize according to your needs. You can edit the template using the NetSuite's editor, but a basic understanding of HTML will be beneficial if you want to work in the source code. 6. Once you have made the necessary changes, click on the 'Save' button to save your template. To apply the template to your desired forms, follow these steps: 1. Navigate to the Customization menu. 2. Under the Forms sub-menu, select Transaction Forms. 3. Select the form to which you want to apply the template. 4. In the Printing sub-tab, select your custom template from the 'Print Template' dropdown. 5. Click on the 'Save' button to save your changes. Please note that you will need the appropriate permissions to view and edit these settings. For Estimates, you will need the 'View' permission. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
03/28/2025, 2:15 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.842971742
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.839823067
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.833185732
Celigo AI
03/28/2025, 2:15 PM