How to edit NetSuite email templates – Paystand Help Center
Email templates are HTML or text documents that you create to send emails from records.
Supported Email Template Changes
Email templates can be modified according to the messaging needs and include updates, additions, or removal:
- Logo and images
- Email content
- Phone number, address, email address, and point of contacts.
- Formatting such as font color, bolding letters
- The last four digits of the credit card used
- Invoice number
Editable Email Template Types
The email template types that can be edited include:
- Invoices
- Sales Order
- Statements
- Tokenize payments
How to Edit Email Templates
- Click on Documents > Templates > Email Templates
- Select the template to be modified and click Edit
- Make the changes and click Save
How to Delete an Email Template
- Go to Customization > Forms > Transactions Forms
- Click the customize link for the transaction type to add a template to
- Select the template from the email message template list
- Click Save
How to Inactivate an Email Template
To preserve it for the future, check the Inactivate box on the relevant template record page:
- Go to Customization > Forms > Transactions Forms
- Click the customize link for the transaction type to add a template to
- Select the template from the email message template list
- Click Save
If you still need assistance with updates in the email templates, please Submit a Request to our Support team.
Additional Resources