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Email Templates in NetSuite

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nameEmail Templates in NetSuite

MerchantE Link to Pay utilizes the Advanced PDF/HTML Templates feature in NetSuite. This feature supports more customization capabilities than other template options you might know, such as Transaction Form Layouts (also known as Basic Layouts and Legacy Layouts).

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 When the Advanced PDF/HTML Templates feature is enabled, you can associate advanced templates with custom transaction forms, using these templates to format printed and email versions of transactions. For more information on this topic, see Setting Custom Forms to Use Advanced Templates and Advanced PDF/HTML Templates. However, everything you need to set up your Link to Pay is described below.

Enable Advanced PDF/HTML Templates

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nameEnable Advanted PDF/HTML Templates

The Advanced PDF/HTML Templates feature must be enabled for access to advanced templates and the template editor and is enabled by default in most customer accounts.

 Ensure that the Advanced PDF/HTML Templates feature is enabled.

Navigate: NetSuite → Setup → Company → Enable Features

On the SuiteCloud tab, under SuiteBuilder, ensure that the Advanced PDF/HTML Templatesbox is checked.

Customizing Advanced Templates

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nameAdvanced Templates Intro

When the Advanced PDF/HTML Templates feature is enabled, an Advanced PDF/HTML Templatesoption is available in the Forms menu of the Customization screen. You can click this option to view a list of the advanced templates in your account.

Info

Note: The Advanced PDF/HTML Templates menu option is only available to account administrators and other users who have the Advanced PDF/HTML Templates permission. This is a Setup type permission with only one level: Full. For details about permissions, see NetSuite Permissions Overview.

Standard templates are provided for each supported print type. You can create your own customized templates in a Template Editor that supports current industry standards for HTML-based editing, including rich text editing and HTML markup source editing. You can preview your template as you make changes, and detailed error messages are shown if the template cannot be saved.

 The Advanced PDF/HTML Templates list page includes standard advanced templates and any customized advanced templates that have been created in the account. To update your email templates, you should find the installed forms that show either Invoice or Quote in the Type column.

Info

Note: Make sure to note the name of the template that was updated to be added as part of the invoice and quote creation processes. 

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nameAdding a Link to Pay Link

Navigate: NetSuite → Customization → Forms → Advanced PDF/HTML Templates

  1. From the Forms submenu of the Customization menu, select Advanced PDF/HTML Templates. The Advanced PDF/HTML Templates list appears.

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  2. Select Edit to make changes to an Advanced PDF/HTML Template.

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  3. From the Form Editor screen, add the example code snippet to insert Link to Pay into the template.

    Code Block
    <#if record.custbody_mes_invl_end_customer_link?has_content>
          <a href="${record.custbody_mes_invl_end_customer_link}" target="_BLANK">Click Here to Pay Now</a>
</#if>

    In this example, the link will look like this:    Click Here to Pay Now

  4. Click the Preview button to view a sample your template.

  5. Click Save.

Adding a Link to Pay QR Code

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nameAdding a Link to Pay QR Code

Navigate: NetSuite → Customization → Forms → Advanced PDF/HTML Templates

  1. From the Forms submenu of the Customization menu, select Advanced PDF/HTML Templates.

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  2. Select Edit to make changes to an Advanced PDF/HTML Template.

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  3. From the Form Editor screen:

    1. To add the QR code to statement links, after <a href=”${meURL}&amp;meGo-t”>Pay Link Text</a> and inside the <#if meURL?has_content> statement add the following code snippet.

      Code Block
      <barcode codetype="qrcode" showtext="false" height="150" width="150" value="${meURL}&amp;meGo=T" />

    2. To add the QR code to Link to Pay transaction links, after <a href=”${record.custbody_mes_invl_end_customer_link}”>Pay Link Text</a> add the following code snippet.

      Code Block
      <barcode codetype="qrcode" showtext="false" height="150" width="150" value="${record.custbody_mes_invl_end_customer_link}" />

  4. Click the Preview button to view a sample your template.

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  5. Click Save.