How to Add a New Custom Form Invoice in NetSuite

Welcome to the world of NetSuite customization! Are you tired of trying to fit your business processes into pre-made forms? Do you want to learn how to create a custom form invoice that meets your unique needs? Look no further, because this article will show you how to do just that. Let’s dive in and unleash your NetSuite potential.

What Is NetSuite?

NetSuite is a cloud-based business management software that offers a wide range of services, including financial management, customer relationship management, and e-commerce. It provides a comprehensive suite of applications that assist businesses in streamlining their processes and enhancing productivity. NetSuite is highly customizable and can be tailored to meet the specific needs of various industries and business sizes. It also offers real-time data and analytics, empowering businesses to make informed decisions. With its strong features and scalability, NetSuite has become a trusted solution for numerous organizations, helping them achieve growth and success.

One example is a small e-commerce company that was struggling to manage their inventory and track customer orders. However, after implementing NetSuite, they saw a significant improvement in their operations. They were able to automate their inventory management, streamline their order fulfillment process, and provide better customer service. With NetSuite’s integrated system, they gained visibility into their business data, enabling them to make more informed decisions. As a result, their sales increased, and they were able to expand their operations. NetSuite played a crucial role in their success, providing them with the necessary tools to effectively run their business.

Why Use Custom Forms in NetSuite?

There are several advantages to using custom forms in NetSuite that can greatly benefit your business processes and increase efficiency.

1. Personalization: With custom forms, you have the ability to customize the appearance and layout of your invoices to match your brand identity.
2. Improved Communication: By including specific fields and information relevant to your business, custom forms allow for clear and effective communication with your customers.
3. Streamlined Workflows: Custom forms can be tailored to meet your unique business requirements, simplifying data entry and automating processes. This can save time and reduce errors.
4. Enhanced User Experience: Custom forms offer a user-friendly interface, making it easier for your team to navigate and accurately enter information.

Incorporating custom forms in NetSuite can greatly improve your overall business operations, resulting in increased customer satisfaction and improved productivity.

How to Create a New Custom Form Invoice in NetSuite?

Creating a customized invoice form in NetSuite can greatly improve the efficiency and professionalism of your business. In this section, we will guide you through the step-by-step process of creating a new custom form invoice in NetSuite. From setting up the form layout to adding fields and adjusting printing and email options, we will cover all the necessary steps to help you create a professional and personalized invoice form for your business needs.

Step 1: Create a New Custom Form

To create a new custom form in NetSuite, follow these steps:

1. Access NetSuite and go to Customization > Forms > Entry Forms.
2. Click on “New Custom Form” to start creating a new form.
3. Customize the layout of the form by adding or removing fields and sections.
4. Add fields to the form by selecting from the available options or creating custom fields.
5. Set up form printing and email options, such as choosing the format and adding a logo.
6. Save and activate the custom form to make it available for use.

Incorporating custom forms in NetSuite can streamline your business processes and provide a personalized user experience. Remember to regularly review and update your custom forms based on your evolving needs.

Step 1: Create a New Custom Form

Step 2: Customize the Form Layout

To personalize the form layout in NetSuite, follow these steps:

1. Go to NetSuite and navigate to the Customization menu.
2. Select the Forms option and choose the Transaction Forms sub-option.
3. Click on the Customize button next to the form you want to modify.
4. Drag and drop fields to rearrange them on the form.
5. Add new fields by clicking on the Add Field button.
6. Resize and adjust fields by clicking on them and using the options in the toolbar.
7. Customize the labels, fonts, colors, and other visual elements as desired.
8. Preview the form to ensure it looks the way you want.
9. Save your changes and activate the customized form.

Fun Fact: Customizing the form layout in NetSuite allows you to tailor the appearance and organization of your transactions to fit your business’s unique needs and branding. This can be done by following Step 2: Customize the Form Layout.

Step 3: Add Fields to the Form

To add fields to a custom form in NetSuite, follow these steps:

1. Access the NetSuite dashboard and navigate to the Customization menu.
2. Select the Form option and click on “New Custom Form”.
3. Customize the form layout by dragging and dropping fields from the available list.
4. Add fields to the form by clicking on “Add Field” and selecting the desired field type.
5. Configure field properties like label, help text, and validation settings.
6. Repeat steps 3-5 for each field you want to add to the form, including Step 3: Add Fields to the Form.
7. Save the custom form and activate it to make it available for use.

True story: A small business owner used this process to create a custom form invoice that included additional fields for tracking project details. This helped improve their efficiency and organization by capturing all the necessary information in one place.

Step 4: Set Up Form Printing and Email Options

Setting up form printing and email options in NetSuite’s custom forms involves a few simple steps:

1. Click on the “Setup” tab and select “Customization” from the dropdown menu.
2. Choose “Forms” and then click on “Form Printing and Email” from the sub-menu.
3. Select the custom form you want to set up and click “Edit”.
4. Under the “Printing” section, adjust the print setup options according to your preferences, following Step 4’s instructions for setting up form printing and email options.
5. In the “Email” section, customize the email message that will be sent with the form.
6. Configure the email address options for sending the form.
7. Save your changes and activate the custom form to apply the printing and email settings.

Step 5: Save and Activate the Custom Form

To save and activate a custom form in NetSuite, follow these steps:

1. Create a new custom form.
2. Customize the form layout according to your requirements.
3. Add fields to the form to capture necessary information.
4. Set up form printing and email options for the custom form.
5. Save and activate the custom form by selecting the “Save and Activate” option, making it available for use.

Make sure to test the custom form before activating it to ensure it functions as intended.

Regularly review and update the custom form to meet changing business needs.

Seek assistance from NetSuite support or documentation if you encounter any difficulties during the process.

Remember to assign the custom form to specific transactions or customers, if required.

How to Assign the Custom Form to Specific Transactions?

In this section, we will discuss the steps to assign a custom form invoice to specific transactions in NetSuite. This allows you to tailor your invoices to different customers or transaction types for a more personalized experience. We will explore two options for assigning custom forms: by customer or by transaction type. By the end, you will have a better understanding of how to customize your invoices in NetSuite for a more efficient and professional invoicing process.

Option 1: Assign the Form to a Specific Customer

To personalize a custom form for a specific customer in NetSuite, follow these steps:

1. Go to the “Customization” menu and select “Forms” under “Transaction Forms.”
2. Select the custom form you want to assign.
3. Click on the “Subsidiaries/Customers” tab.
4. Choose the “Customer” field and click on the “Edit” button.
5. In the “Assign Customers” pop-up window, select the specific customer you want to assign the form to.
6. Click “Save” to apply the changes.

By assigning the custom form to a specific customer, you can personalize the form according to their preferences and needs. This helps in streamlining the transaction process and providing a better experience for your customers.

Option 2: Assign the Form to a Specific Transaction Type

To assign a custom form to a specific transaction type in NetSuite, follow these steps:

1. Go to the Customization menu and select Forms.
2. Click on the Transaction Forms subtab.
3. Find the custom form you want to assign and click Edit.
4. In the Custom Form Settings section, click on the Form Category drop-down menu.
5. Select the specific transaction type you want to assign the form to, such as Option 2: Assign the Form to a Specific Transaction Type.
6. Save the changes to apply the custom form to the selected transaction type.

This option allows you to customize the form layout, fields, printing, and email options for specific transaction types, providing flexibility and efficiency in managing different types of transactions in NetSuite.

It is noteworthy to mention that the concept of custom forms in NetSuite has evolved over time, with more control and customization capabilities now available through specific transaction type assignment. This has made NetSuite a more powerful and adaptable platform for businesses.

How to Edit an Existing Custom Form Invoice in NetSuite?

To edit an existing custom form invoice in NetSuite, follow these steps:

1. Login to your NetSuite account and navigate to the Transactions tab.
2. Select the Invoices option and find the invoice you want to edit.
3. Open the invoice and click on the Edit button.
4. Make the necessary changes to the invoice, such as updating the customer information or modifying the line items.
5. Review the changes and ensure all details are correct.
6. Save the edited invoice to apply the changes.

By following these steps, you can easily edit an existing custom form invoice in NetSuite.

How to Delete a Custom Form Invoice in NetSuite?

To remove a custom form invoice in NetSuite, simply follow these steps:

1. Log in to your NetSuite account and navigate to the Transactions tab.
2. Select ‘Sales’ and then ‘Invoices’ from the provided drop-down menu.
3. Locate the custom form invoice that you wish to delete and click on it to open it.
4. Click on the ‘More’ tab located in the top right corner of the screen.
5. From the drop-down menu, choose ‘Delete’ and confirm the deletion when prompted.

Please exercise caution when deleting invoices, as this action cannot be undone. It is highly recommended to review the invoice details before proceeding.