Emailing or Faxing NetSuite Forms

In NetSuite, you can automatically email or fax your transaction forms when you save them to your account.

Emailing your forms only requires that you enter an email address. Faxing your forms requires that you set up faxing through NetSuite. To set up fax service, an administrator must go to Setup > Company > Preferences > Printing & Fax.

For additional information, see Sending Email from NetSuite. Also, for details about emailing or faxing a specific type of transaction, search for transaction-specific help topics. For example, if you need details about emailing an invoice, search for Invoice in the Help Center.

To email a transaction form:

  1. Go to the type of transaction you want to enter.

  2. Check the To Be Emailed box, and enter or verify an email address to email the form.

    You can enter multiple email addresses by separating them with a semicolon.

    It is important to separate the addresses with a semicolon only, and to not include any spaces.

  3. When you have finished entering information for this transaction, choose one of the following options to post the information to your NetSuite account:

    • Click Save to save the information, email the transaction form and return to the Transactions page.

    • Click Save & New to save the information, email the transaction form and return to a new transaction page of the same type.

    • Click Print to save the information, email the transaction form, and immediately print the transaction form.

To fax a transaction form:

  1. Go to the type of transaction you want to enter.

  2. Check the To Be Faxed box, and enter or verify a fax number to fax the form.

    If you have not set up fax service, an warning message appears.

    An administrator must set up fax service at Setup > Company > Preferences > Printing & Fax.

  3. When you have finished entering information for this transaction, you can choose from three ways to post the information to your NetSuite account:

    • Click Save to save the information, fax the transaction form and return to the Transactions page.

    • Click Save & New to save the information, fax the transaction form and return to a new transaction page of the same type.

    • Click Print to save the information, fax the transaction form and immediately print the transaction form.

You can choose to print, email and fax the same transaction form from the transaction page. Check the To Be Printed, To Be Emailed and To Be Faxed boxes. When you click Save, NetSuite automatically queues the transaction form for printing, emailing, and faxing.

Related Topics

Additional Import and Export Options
Importing a Peachtree CSV File
Exporting Selected Lists and Reports as CSV Files (CSV Export)
Extracting Data from NetSuite
Replacements for smbXML

General Notices