Prerequisites

You must set up the following using the Administrator role to work with the Invoice Presentation Template (IPT) SuiteApp:

Customize your preferred invoice transaction form.
1. Go to Customization > Forms > Transaction Form.
2. Click Customize next to your preferred invoice transaction form.
3. Set the following fields:
  - Printing Type -Choose Advanced
  - Print Template -Select Invoice Presentation Print Template
  - Email Template -Select Invoice Presentation Email Template
    
    Warning:
    Do not edit the contents of the Invoice Presentation Print and Invoice Presentation Email templates. Doing so may impact working with the features of the IPT SuiteApp.
4. Click Save.
Enable Add-On modules.
1. Go to Set Up> Company > NetSuite Account Information > View Billing Information.
2. Click the Add–On Modules subtab.
3. Enable the following modules:
  - Charge Based Billing
  - Project Accounting and Management
Enable the required features.
1. Go to Set up > Company > Enable Features.
2. Click the Company subtab and check the following boxes:
  - Projects
  - Project Management
  - Multiple Units of Measure
3. Click the Accounting subtab and check the following boxes:
  - Accounting
  - A/R
  - Accounting Periods
4. Click the Transactions subtab and check the following boxes:
  - Charge Based Billing
  - Billing Operations
5. Click the Employees subtab and check the following boxes:
  - Expense Reports
  - Per-Employee Billing Rates
  - Purchase Requests
  - Time Tracking
6. Click the CRM subtab and check the following boxes:
  - Customer Relationship Management
  - Mail Merge
7. Click the SuiteCloud subtab and check the following boxes:
  - Custom Records
  - Advanced PDF/HTML Templates
  - Client SuiteScript
  - Server SuiteScript
  - SuiteCloud Development Framework
8. On a project record, select the Billing Type as Charge–Based.

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