Prerequisites
If you have the Administrator role, you can do the following:
Customizing Invoice Forms
To use invoice presentation template features on your invoices, you must customize your preferred invoice form.
To customize your preferred invoice form:
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Go to Customization > Forms > Transaction Form.
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Click Customize next to your preferred invoice form.
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Set the following fields:
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In the Printing Type field, choose Advanced.
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In the Print Template field, select Invoice Presentation Print Template.
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In the Email Template field, select Invoice Presentation Email Template.
Warning:Don't edit the contents of the Invoice Presentation Print and Email templates. Changing them could affect how the IPT SuiteApp works.
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Click Save.
Update Billing Information
To use invoice presentation template features on your invoices, you must enable the following in the billing information.
To update the biling information:
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Go to Set Up > Company > NetSuite Account Information > View Billing Information.
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Click the Add-On Modules subtab.
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Enable the following:
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Charge Based Billing
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Project Accounting and Management
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Enabling Features
To use invoice presentation template features on your invoices, you must enable the following features.
To enable the required features:
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Go to Set up > Company > Enable Features.
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Click the Company subtab and check the following boxes:
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Projects
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Project Management
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Multiple Units of Measure
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Click the Accounting subtab and check the following boxes:
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Accounting
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A/R
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Accounting Periods
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Click the Transactions subtab and check the following boxes:
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Charge Based Billing
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Billing Operations
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Click the Employees subtab and check the following boxes:
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Expense Reports
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Per-Employee Billing Rates
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Purchase Requests
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Time Tracking
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Click the CRM subtab and check the following boxes:
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Customer Relationship Management
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Mail Merge
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Click the SuiteCloud subtab and check the following boxes:
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Custom Records
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Advanced PDF/HTML Templates
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Client SuiteScript
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Server SuiteScript
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SuiteCloud Development Framework
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On a project record, set the Billing Type to Charge-Based.