Ron
08/22/2025, 4:20 PMCeligo AI
08/22/2025, 4:21 PMAI generated answer (using internal Slack threads):Yes, you can send an image in an email template on the invoice communication in NetSuite. You can add an image to your outgoing email messages by using HTML to reference the image. The image should be available externally. You can use the file cabinet in NetSuite to store your images, but it's recommended to host company logos somewhere like AWS since it's always up. If the image isn't available, emails could be slow to open or could crash outlook. To send an invoice as a PDF, you can go to the invoice transaction, navigate to the communication sub-tab, click on email, go to the attachments tab, check the 'include attachment' checkbox, and send. If you want to change the default subject line and default email content that is being sent in these messages, you can create a custom email template and select that new template as the default in the 'email preferences' settings. Make sure to link your custom email template to your Invoice Form (Customization > Transaction Forms >[your preferred invoice form]). If the email still auto-sends without any screen pop up, you might want to check your Workflows. There will be at least two states and a transition. The first state will add the button. The transition will be on click of the button. The second stage will have a Send Email action; and identify the email template it's using. It may not be a template per se…it can be inside the workflow action itself. ****** 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
08/22/2025, 4:21 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
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Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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Celigo AI
08/22/2025, 4:21 PM