Attaching PDFs to Outbound E-Invoices (Basware Only)

ZoneCapture lets you attach additional supporting documents, including custom PDFs, to outbound e-invoices.

Note: Clicking on the images within this guide will enlarge them for better viewing.

Important: This PDF attachment behavior is confirmed to work with Basware only for now.

Introduction

By default, ZoneCapture attaches the standard PDF invoice template defined in NetSuite to the sent e-invoice. This feature requires no configuration.

If you'd like to attach custom PDFs to the e-invoice instead, follow the steps below.

Attaching a single PDF file

1. Confirm that your Invoice or Credit Memo form in NetSuite shows the E-Invoice PDF transaction body field (field ID: custbody_ff_sc_e_inv_pdf). If the field isn't visible, customize the form to show it.
2. To attach a custom PDF instead of the default NetSuite PDF layout, load your custom PDF into the E-Invoice PDF field.

When the E-Invoice PDF field contains a file at the time ZoneCapture sends the e-invoice, it attaches that file to the e-invoice instead.

Important: ZoneCapture no longer attaches the default NetSuite PDF layout to this e-invoice once you populate the E-Invoice PDF field.

Attaching multiple PDF files

If you want to attach multiple PDF files to a single e-invoice, ZoneCapture can automatically merge them into one file and send it along with the e-invoice to the recipient.

1. Navigate to Setup > ZoneCapture Setup > ZoneCapture Subsidiary Setup, and open the E-Documents subtab.
2. Select the Merge Transaction Attachments to Main Document checkbox.

3. Click Save.

Complete the next step when you create an invoice record in NetSuite:

4. If you want to attach multiple PDFs to the e-invoice together with the NetSuite PDF template, attach the supporting PDFs under Communication > Files on the invoice or credit memo record.

ZoneCapture automatically merges these documents together with the default PDF invoice template into a single PDF file. You can view the merged file in the E-Invoice PDF field.

You can now send the e-invoice. ZoneCapture includes the PDF file attached in this field in the e-invoice.