In continuation of the Advanced PDF Amount Due, let's take a look adding Amount Paid on your Invoice PDF as well.
The NetSuite standard invoice PDF configuration does not show the amount paid when printing out an Invoice which can be inconvenient for clients that due partial payments on invoices and would like to clearly see what has been paid rather than the total amount of the invoice. Similarly to adding the amount due, this can be resolved using Advanced PDF Source Code.
Check out the resolution steps below:
- Navigate to your existing invoice record and click on Customize on the right the upper right portion and click “Customize Form”
- Once at your Invoice Form, ensure that the form is set to Advanced PDF Print type
- See below what it looks like printing the Invoice PDF after our Amount Due configuration:
- Navigate to Customization 🡪 Forms 🡪 Advanced PDF Forms, and find our Invoice form that we are currently using
- Once here, we will edit the Advanced PDF Form and toggle to Source Code view
- When you scroll down to the bottom of the page, you will find the Totals table seen below:
- We will now add this source code after line 199:
- <tr>
<td colspan="4"> </td>
<td align="right"><b>Amount Paid</b></td>
<td align="right">${record.amountpaid}</td>
</tr>
- Click Save
- Navigate to Invoice and refresh and print and you should see this change below:
Crystal-Clear Invoices with NetSuite
Great job adding the Amount Paid to your NetSuite invoice PDFs! Now your clients can easily see exactly what's been covered, fostering better transparency and clarity. This is just one of the many ways NetSuite's powerful customization options can enhance your financial processes.
Want to explore how NetSuite can further streamline your invoicing and other business functions? The Concentrus team is here to help! Our experts have extensive experience in NetSuite implementation and customization. Contact Concentrus today for a free consultation and see how NetSuite can empower your business: https://concentrus.com/contact-us/ .
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