Add an Upflow payment link to NetSuite invoice PDFs

You can add a Pay via Upflow button to the invoice PDFs that NetSuite prints and emails. Your customers click it to open their Upflow customer portal and pay online.

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How it works

1. Upflow exports each customer’s portal URL to a custom field on the NetSuite customer record.
2. A transaction body field copies that URL onto every new invoice for the customer.
3. Your invoice’s Advanced PDF/HTML template shows the URL as a button, but only when the field has a value.

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Before you start

• NetSuite must be connected to Upflow.
• You need a NetSuite role with permission to create custom fields and edit transaction forms and Advanced PDF/HTML templates.
• Your invoice form must use Advanced printing, not Basic.

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Step 1: Create the customer field

1. In NetSuite, go to Customization → Lists, Records, & Fields → Entity Fields and click New.
2. Enter a Label that’s easy to find later, such as Upflow portal.
3. Set Type to Text Area. Portal URLs are long, and a free-form text field can cut them off.
4. On the Applies To subtab, check Customer.
5. Click Save.

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Step 2: Export the portal URL from Upflow

1. In Upflow, go to Settings → Integrations and scroll to Export to NetSuite.
2. Turn on the Export to NetSuite toggle if it isn’t on already.
3. Add a row that maps the Customer portal URL Upflow field to the NetSuite field you created in step 1.
4. Click Save.

Upflow now writes each customer’s portal URL to that field. For more details, see Export Upflow data to NetSuite.

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Step 3: Create the transaction body field

This field copies the portal URL from the customer onto each invoice, so the PDF template can read it.

1. Go to Customization → Lists, Records, & Fields → Transaction Body Fields and click New.
2. Enter a Label, such as Upflow portal display.
3. Set Type to Text Area. It must match the type of the customer field.
4. On the Applies To subtab, check Sale and Print on standard forms.
5. On the Sourcing & Filtering subtab:
   • Set Source List to Entity.
   • Set Source From to the customer field from step 1. Type upflow in the search box to find it quickly.
   
6. Click Save.
7. In the Transaction Body Fields list, find your new field and note its ID, for example custbody10. You need it in step 5.

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Step 4: Show the field on your invoice form

1. Go to Customization → Forms → Transaction Forms and click Edit next to the form your invoices use.
2. Note the Print Template and Email Template values. You’ll edit these templates in the next step.
3. Open the Screen Fields subtab, then the Custom subtab.
4. Find the transaction body field from step 3 and check Show.
5. Click Save.

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Step 5: Add the button to your PDF template

1. Go to Customization → Forms → Advanced PDF/HTML Templates.
2. Click Edit next to the template your invoice form uses. If the print and email templates are different, repeat these steps for both.
3. Turn on Source Code.
4. Paste this snippet where you want the button to appear, for example just after the totals table. Replace custbody10 with your field ID from step 3.
   <#if record.custbody10?has_content>
     <table style="margin-top: 20px;">
       <tr>
         <td background-color="#5b3cf5" corner-radius="10" style="padding: 8px 16px;">
           <a href="${record.custbody10}" style="color: #ffffff; font-weight: bold; text-decoration: none;">Pay via Upflow</a>
         </td>
       </tr>
     </table>
   </#if>
   
   The <#if ... ?has_content> check hides the button when the invoice has no portal URL. Without it, customers could see a button that doesn’t work. If you prefer a plain text link, use this instead:
   <#if record.custbody10?has_content>
     <p><a href="${record.custbody10}">Pay this invoice online</a></p>
   </#if>
   
5. Click Save.

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Step 6: Test with a new invoice

The portal URL is copied onto an invoice when the invoice is created. Invoices that already exist, including ones you’ve already sent, don’t get the link.

1. Create a new invoice for a customer whose portal URL has been exported from Upflow.
2. Make sure the invoice uses the form you edited in step 4.
3. Click Print. The PDF now shows the Pay via Upflow button, and clicking it opens that customer’s Upflow portal.

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Good to know

• If the button doesn’t appear, check that the customer record has a value in the customer field from step 1. Then check that the invoice was created after you finished the setup.
• The field ID in the template must match your transaction body field exactly, for example record.custbody10.