ANS-0366 · PRINTING, PDF & EMAIL TEMPLATES
How to Configure NetSuite for HTML Email Transaction Attachments
This guide explains how to ensure NetSuite transactions can be successfully emailed in HTML format by adjusting account-level tax settings and email preferences.
Short answer
To enable emailing NetSuite transactions in HTML format, first configure the 'Print/Email Tax Label Format' field under Setup > Accounting > Taxes > Set Up Taxes. Then, when sending an email from a transaction's Communications > Messages tab, ensure 'Include Transaction' is checked on the attachment tab and 'HTML' is selected as the type.
Scenario
Users may encounter issues when attempting to email NetSuite transactions in HTML format, where the transaction either fails to send correctly or the HTML rendering is not as expected. This typically occurs due to specific account-level configurations related to tax label formatting.
Solution
To enable emailing transactions in HTML format, follow these steps:
Navigate to Setup > Accounting > Taxes > Set Up Taxes.
Locate the 'Print/Email Tax Label Format' field. The specific value required for this field may vary depending on your NetSuite version and tax configuration; however, a previously suggested value was
({item} {rate}).Save the changes to your tax setup.
To send a transaction in HTML format, open the relevant transaction.
Go to the Communications > Messages tab.
Click the "Email" button.
On the "Attachment" tab within the email window, check the "Include Transaction" box.
In the "Type" dropdown, select "HTML".
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