Use One Invoice Form to Email Invoices with Logo but Print without a Logo

The following are the requirements of the user:

• When emailing an Invoice, user would like the Company Logo to appear on the form
• When printing the invoice, user does not want the Company Logo to print
• User would like to use the same form for emailing and printing

To accomplish this, perform the following steps:

Part One: Create and Upload a blank logo.

1. Create a blank JPEG file using a graphics painting program like MS Paint.

2. In NetSuite, upload the image in the File Cabinet by navigating to Documents > Files > File Cabinet > Images.

3. Click Add File.

4. Select the JPEG file.

5. Click Open.


Part Two: Upload the Company Logo in the File Cabinet.

1. Navigate to Documents > Files > File Cabinet > Images.

2. Click Add File.

3. Select the Company Logo.

4. Click Open.


Part Three: Customize HTML Transaction Layout

1. Navigate to Documents > Files > File Cabinet > Images.

2. Edit the Company Logo.

3. Copy the URL.

4. Navigate to Customization > Forms > Transaction Form HTML Layouts.

5. Customize the preferred HTML Transaction Layout.

6. *Optional: Change the Name.

7. Click the Elements tab.

8. In the Company Logo Element, replace the Image source code with the URL of the Company Logo.

For example: <IMG SRC= "https://mylogourl.com" ALT="" BORDER=0>

9. Click Save.


Part Four: Edit the Invoice Form.

1. Navigate to Customization > Forms > Transaction Forms.

2. Edit the preferred Invoice form.

3. Select the blank logo in the Logo field.

4. Select the custom HTML layout from Part 3 in the HTML Layout field.

5. Click Save.


Note: This workaround will only work with the following Preference:

Part Five: Edit Personal Preferences.

1. Navigate to Home > Set Preferences.

2. Click the Transactions tab.

3. Check Email Using HTML.

4. Uncheck Print Using HTML.

5. Click Save.