Kolleno allows you to use manually uploaded PDFs instead of NetSuite-generated PDFs, giving you full control over the invoice layout sent to customers.
Overview
This feature lets you manually upload a PDF and use it as the official invoice document in Kolleno.
It is ideal when your organisation uses a custom invoice format, branding, or layout that differs from the standard NetSuite PDF.
How it works
You can manually upload your own invoice PDFs in a Document custom field you create on the Invoice form. You will need to share the internal ID (see how here) of the field with your Kolleno Customer Success .
In NetSuite, create a custom Document field on the Invoice form.
Upload your own invoice PDF into this custom field whenever needed.
Share the Internal ID of this field with your Kolleno Customer Success representative.
Once this configuration is completed, Kolleno will automatically use the PDF stored in that field as the invoice PDF instead of the default NetSuite-generated version.
Request Activation in Kolleno
To enable the use of non-NetSuite generated PDFs for invoices in your Kolleno account, send an email to:
support@kolleno.com
Use the subject:
“Request to Enable Custom Invoice PDF Field”
Include the following details in your request:
Your Kolleno URL
Confirmation that you have created a Document–type custom field on the NetSuite Invoice form
The Internal ID of the custom field
Confirmation that a test invoice has a sample PDF uploaded
If configuration is required on multiple instances, provide the Kolleno URL for each instance
This ensures the support team can activate the feature without delays.