How to print a credit memo PDF in NetSuite

In this short video tutorial, learn how to download the PDF of a credit memo in NetSuite, including options for viewing its general ledger impact.

Steps to Download the PDF

📂 Locate the Credit Memo:

• Navigate to the page where your credit memo is listed in NetSuite.

🖨️ Printing Options:

• On the top left, click on the printing icon. You will see two options: “Print” and “Print GL Impact.”
• Print: Click on “Print” to download the PDF of the credit memo.
  • This generates a PDF of the credit memo, which you can save or send to clients. Ensure your design template is customized for a professional look.
• Print GL Impact: This option includes a detailed view of the general ledger impact.
  • Useful for accounting and finance professionals who need to audit or understand the financial implications of the credit memo.

Additional Tips

💡 Customizing Templates:

• For better-designed PDFs, customize your templates using advanced HTML templates in NetSuite.

📧 Automating the Process:

• To automate sending PDFs to clients based on specific rules or events, consider using tools like Kolleno.
• Automate processes via email, SMS, and task management for efficiency.

Final Thoughts

Downloading the PDF of a credit memo in NetSuite is simple and provides options for detailed financial auditing. For more automation and efficiency, explore tools that integrate seamlessly with NetSuite.

See you in the next video! 👋