Email Transaction Forms in a PDF or HTML format on Selected Customers Only

There is a user setting to be able to email transaction forms in HTML or PDF format.

 

This can be found under Home > Set Preferences > Transactions tab > Printing portlet > Transaction Email Attachment Format > we may choose to either send it in HTML or PDF format. 

There is also an option to choose a specific setting for selected customers to email transaction forms in either PDF or HTML.

 

This can be done in the Customer record > Preferences tab > Email Preference field. We can select either HTML or PDF as its preferred email format. This overrides the user setting. When the Email Preference is set to Default, NetSuite uses what is set in the user setting.