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Using Non-NetSuite Generated PDFs for Invoices
Using Non-NetSuite Generated PDFs for Invoices

Use an alternative PDF as the official PDF document of your invoices.

Kolleno Support avatar
Written by Kolleno Support
Updated over 5 months ago

Overview

This feature allows you to manually upload invoice PDFs for use in communications, rather than relying on PDFs generated by NetSuite. This provides greater flexibility and customization for those who need to use specific invoice formats or designs on some invoices.

How It Works

You can manually upload your own invoice PDFs in a 'Document' customer 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 representative.

Once this is done, any file uploaded in the custom field will be considered as the PDF of the invoice rather than the NetSuite generated one.

Conclusion

The ability to use non-NetSuite generated PDFs for invoices enhances flexibility and customization in your customer communications. By manually uploading invoice PDFs, you can ensure your invoices meet specific design and content requirements.

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