Setting Up an Email Sending Method for E-Documents
The system can send an e-document by email to a maximum of 10 recipients for each customer or vendor. The system counts each contact added as a recipient. If you add the same contact multiple times, each instance is considered one recipient.
You can send e-documents by email using the NetSuite Email Custom Plugin sending method included in the Electronic Invoicing SuiteApp. This sending method is automatically associated with the default e-document package record also provided by the SuiteApp, and cannot be associated with any other e-document package. Also, the NetSuite Email Custom Plugin sending method cannot be edited or deleted.
Before you can send e-documents by email to a customer or vendor, the customer or vendor record must be assigned an e-document package that has an email sending channel. You must also define the email recipients for your customer or vendor. For information, see Creating E-Document Packages and Defining E-Document Email Recipients.
After you send e-documents by email, the system sends you a notification informing you that the e-document sending process is finished. If there are errors found, an error report is included in the notification.
The E-Document Audit Trail subtab under the E-Document subtab of the transaction shows one of the following statuses to indicate whether the e-document was sent successfully or not:
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Sent – This status means the e-document was successfully sent. The Details column shows the email addresses of the sender and recipients.
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Sending Failed – This status means the e-document was not sent. Information about sending errors are shown in the Details column. You must fix the errors before you can successfully resend the e-document.
For more information, see Outbound E-Document Sending Errors.