Can I use multiple invoice templates in NetSuite?

Yes, NetSuite allows its users to maintain several invoice template options which can be linked to specific customer groups or transaction categories as per your business requirements.

How do I add my company logo to NetSuite invoices?

Go to Customization > Forms > Advanced PDF/HTML Templates, edit the template, and upload your logo in the header section.

Can I automate late payment reminders in NetSuite?

Yes, the NetSuite interface allows for the automatic generation of payment reminder alerts which you access through the Factors section of Reminders & Notifications under Customer Preferences settings.

What is the best way to test a new invoice template?

You can test your templates with preview functionality before saving them and processing them for invoice generation.

Invoice and Billing Archives

Invoice and Billing

" alt="Optimizing NetSuite Invoicing: Custom Templates & Costly Mistakes to Avoid">

20 May 2025

Optimizing NetSuite Invoicing: Custom Templates & Costly Mistakes to Avoid

These days, most businesses use professionally designed invoices. It allows them to improve financial transaction efficiency while simultaneously expressing brand…