Printing Invoices and Credit Memos

Note:

Before printing any invoices or credit memos using the templates delivered by the Advanced Localization Features SuiteApp, make sure that the templates and individual features are properly configured. For more information, see Setting Up the Advanced Localization Features Templates and ALF Additional Features and Configuration.

Printing invoices and credit memos (as well as other records) is a native feature of NetSuite. To learn more, see Printing an Invoice or Printing a Customer Credit Memo.

However, the Advanced Localization Feature SuiteApp enhances the printing capability by providing additional fields that can be printed on invoices and credit memos to support compliance or common business requirements.

Several new subtabs and buttons have been added to every Invoice and Credit Memo record.

The new subtabs are as follows:

The set of available print-related buttons or links depends on the status of your invoice or credit memo:

Status

Status Description

Available Buttons/Links

Button Description

Pending Approval

The invoice or credit memo is waiting to be approved.

Print

Prints the PDF and marks it as Draft.

Print and Email

Prints and emails the PDF and marks it as Draft.

Approved

The invoice or credit memo has been approved but hasn’t been printed yet (or there is no approval process).

Print

Prints the original PDF. The status of this transaction changes to Printed. A record is created under the Printing History subtab.

Print and Email

Prints and emails the original PDF. The status of this transaction changes to Printed. A record is created under the Printing History subtab.

Preview PDF

Prints the PDF and marks it as Draft.

Approved and Printed

The invoice or credit memo has already been printed (original record exists in the printing history).

Print

Prints the PDF. Marks it as Duplicate if Mark Document as Copy or Duplicate box is checked.

Print and Email

Prints and emails the PDF. Marks it as Duplicate if Mark Document as Copy or Duplicate box is checked..

Print a PDF Copy

Prints the PDF. Marks it as Copy if Mark Document as Copy or Duplicate box is checked. A record is created under the Printing History subtab.

Invoice Marks

Note:

This feature is only available if you are using the advanced PDF/HTML templates provided by the Advanced Localization Features SuiteApp.

If you print an invoice in a certain status, a short text will be added to the printed PDF (depending on the button or link that you have used to print it). These marks serve to identify and categorize every printed invoice. The following marks are available:

Important:

Invoices and credit memos from closed periods with the Allow Non-GL Changes box not checked are compatible with the Advanced Localization Features SuiteApp and can be printed, but with the following limitations:

  • If the original document has not been printed before closing the period, all its printouts are marked as originals, not as duplicates.

  • The Preview PDF and Print a PDF Copy buttons do not work, so it is not possible to print drafts and copies.

  • The printing history does not get updated and may therefore display incorrect data.

To learn more about the Allow Non-GL Changes box, see Making Changes to Locked and Closed Periods.

The following diagram summarizes the invoice printing statuses, actions available for each of them, and marks on printed invoices:

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   

Related Topics

Advanced Localization Features Overview
Enabling Required Features for Advanced Localization Features
Installing the Advanced Localization Features SuiteApp
Setting Up the Advanced Localization Features Templates
Roles and Permissions Setup for Advanced Localization Features
ALF Additional Features and Configuration

General Notices