Customizing Bank Slip and Email Templates for Brazil

By default, the Brazil Banking Integration SuiteApp includes standard templates to:

Generate bank slip files
Send email messages with bank slip or Pix information
Send email messages about batches of accounts payable payments pending approval

You can use these standard templates as a reference to create customized templates.

To customize a bank slip or email template for Brazil:

Download the standard template.
1. Go to Documents > Files > File Cabinet.
2. In the sidebar or list, click SuiteApps.
  
  The files and folders within this folder appear.
3. Click the com.netsuite.bankingintegrationservice folder.
4. For the templates of bank slip files, do the following:
  1. Click the Bank Slip Templates folder.
  2. Click the Banco do Brasil folder.
  3. Next to the template, click Download.
5. For the templates of email messages for bank slip and Pix information or pending approvals, do the following:
  1. Click the Email Templates folder.
  2. Next to the email template you want, click Download.
Customize the standard template.

Open the template you downloaded on your local device with your preferred text or code editor. When saving the customized template, make sure you name the file sufficiently different from the standard template.
Upload the customized template to NetSuite.

For more information, see Uploading Files to the File Cabinet.

Important:
Don't save the customized templates to File Cabinet folders created by default in your account. For example, don't save the templates to the com.netsuite.bankingintegrationservice folder. Your template files can be overwritten if you save them to SuiteApp's folders.

Instead, create your own File Cabinet folder to which to save the customized template. You can store this folder inside the SuiteApps or SuiteScript folders. For more information, see Creating File Cabinet Folders.

To customize a bank slip or email template for Brazil:

Related Topics