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06/04/2025, 8:34 PMCeligo AI
06/04/2025, 8:34 PMAI generated answer (using internal Slack threads):The template used to send or print customer statements in NetSuite can be found and customized under the following navigation: 1. Go to
Customization > Forms > Transaction Forms
. Here, identify the default form being used for the statement.
2. Once you have identified the form, check the layout (Basic or Advanced) in use.
3. If you want to adjust the printout for "Print Individual Statements", you can do so under Customization > Forms > Advanced PDF/HTML Templates
.
4. You can also assign the HTML template under Customization > Forms > Transaction Forms
.
5. If you have a scheduled workflow that sends out a customer statement as an attachment and you want to change the template for the statement it is sending out, please note that it will only use the preferred template each time. Make sure your preferred statement transaction form matches the same print template you have assigned.
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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
06/04/2025, 8:35 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.858717144
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.854125559
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.845891476
Celigo AI
06/04/2025, 8:35 PM