configure the default invoice format to be PDF ins...
# ask-stanley-ai
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configure the default invoice format to be PDF instead of HTML
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AI generated answer (using internal Slack threads):
****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** To configure the default invoice format to be PDF instead of HTML, you can follow these steps: 1. Navigate to the Customer record and locate the 'Email Preference' field. Set this field to 'PDF'. This will ensure that when invoices are manually sent to customers, the format will always be PDF. 2. If you want to apply this setting company-wide, you can create a Workflow on the Customer record that sets the 'Email Preference' field to 'PDF'. This will automatically update the email preference for all customers. 3. If you want to ensure that this setting does not affect campaigns, you may need to create a script. There is a script provided in SuiteAnswers that sets the default email preference to PDF. You can find it here: https://netsuite.custhelp.com/app/answers/detail/a_id/83818/kw/Enhancement%3A%20136423 Please note that any changes to the default email preference may require additional testing to ensure that it does not interfere with other processes or workflows.
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.847391903
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.827637613
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.82736522
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