Add Customer Statement Link to Email Template

PayPack supports adding a Customer Statement Link to NetSuite's Advance PDF/HTML template. This type of template is found under Customization > Forms > Advance PDF/HTML Templates.

To add the Customer Statement Link Field to this form:

  1. Open the form you would like to add the customer statement link 
  2. Toggle Source Code to edit the html

If you would like to add a Customer Statement Link to a button, you will need to add the field ID, record.entity.custentity_pp_customer_statement_link, to the source code of your document:

Add Customer Statement Link to NetSuite PDF.png

PDF Template Preview

Preview PDF - Click for Statement Link.png

Sample HTML Snippets

To simply display a Click for Statement Link, use the sample syntax.

<#-- PayPack Customer Statement Link -->
<#if record.entity.custentity_pp_customer_statement_link?has_content>
  <#assign rawStmtLink=record.entity.custentity_pp_customer_statement_link>
  <#assign statementLink=rawStmtLink?replace('.*href="([^" ]+)".*', '$1' , 'r' )>
  <table style="width: 100%; margin-top: 10px;">
    <tr>
      <td align="right" style="text-align:right;">
        <a href="${statementLink}" style="text-decoration: underline; color: #635BFF; font-size: 10pt; font-weight: bold;">Click for Statement Link</a>
      </td>
    </tr>
  </table>
</#if>

To display the PayPack customer portal link instead of a customer statement link for customers, use the below NetSuite PDF/HTML form syntax.

<#-- Stripe Customer Portal Link -->
<#if record.entity.custentity_pp_stripe_cust_port_lnk?has_content>
  <#assign rawCusPtlLink=record.entity.custentity_pp_stripe_cust_port_lnk>
  <#assign cusPtlLink=rawCusPtlLink?replace('.*href="([^" ]+)".*', '$1' , 'r' )>
  <table style="width: 100%; margin-top: 10px;">
    <tr>
      <td align="right" style="text-align:right;">
        <a href="${cusPtlLink}" style="text-decoration: underline; color: #635BFF; font-size: 10pt; font-weight: bold;">Manage Payment Methods</a>
      </td>
    </tr>
  </table>
</#if>  
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