ANS-1908 · PRINTING, PDF & EMAIL TEMPLATES
How to Display Invoice Header Memo on NetSuite Customer Statements?
NetSuite's Advanced PDF/HTML templates do not directly support sourcing the Invoice Header Memo field on Customer Statements, requiring a custom field and workflow solution.
Short answer
To display an Invoice Header Memo on NetSuite Customer Statements, create a custom transaction body field enabled for AR statements. Implement a workflow to automatically copy the original Invoice Memo field's value into this new custom field. Finally, add the custom field to the Customer Statement's Advanced PDF/HTML template.
Scenario
Users often seek to include the Invoice Header Memo field directly on NetSuite Customer Statements. Attempts to source this field using standard Advanced PDF/HTML template syntax like ${invoice.memo}, ${record.memo}, or ${line.memo} typically prove unsuccessful. Direct lookup of this specific field within the statement schema also does not yield a viable solution.
Solution
Create a custom Transaction Body field. Ensure this field is enabled to be printed on AR Statements.
Develop a workflow to automatically copy the value from the standard Invoice Memo field to this newly created custom field.
Navigate to the AR Statement Multi-currency Advanced PDF/HTML template and add the custom field to the statement layout.
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