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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).

 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.

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