Batch-Saving NetSuite Transactions as PDFs

in , September 7th, 2024

Sometimes, you may need to print off the PDFs for 30 or even 300 invoices! Now you’re stuck between printing 300 forms by hand or having a script written (at a huge cost to your client), and neither of those is a good option.

What if you could do it in a few minutes? Here’s how you’re going to do exactly that:

Step-By-Step Guide to Printing NetSuite Invoices

Step 1: Navigate to Home > Set Preferences, then under General > Defaults, you will want to enable “download pdf files.”

Step 2: Once this is on, navigate to Transactions > Management > Print Checks & Forms.

Step 3: Select the transaction type you want to print. This will bring you to the screen shown below.

Step 4: Customize this screen to include whatever filters you need. I’m filtering by date and customer.

Step 5: As shown above, check “Allow Reprinting” and select “Mark All.

Step 6: This will take you to the next screen, where you’ll select Download Invoices.

Congrats! You now have an HTML file that you can save as a PDF or print. Hopefully, you saved some time!

Author: Mitchell Klar


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