> ## Documentation Index > Fetch the complete documentation index at: https://docs.upflow.io/llms.txt > Use this file to discover all available pages before exploring further. # Add an Upflow payment link to NetSuite invoice PDFs > Show a Pay via Upflow button on the invoice PDFs NetSuite generates, using the customer portal URL exported from Upflow and an Advanced PDF/HTML template. 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. A NetSuite invoice PDF with a purple Pay via Upflow button below the totals. ## 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. ## Before you start * NetSuite must be [connected to Upflow](/en-us/integrations/netsuite/connect). * 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**. ## 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**. The Custom Entity Field form in NetSuite with the label Upflow portal, type Text Area, and Customer checked under Applies To. ## Step 2: Export the portal URL from Upflow 1. In Upflow, go to [**Settings** → **Integrations**](https://app.upflow.io/organization/-/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](/en-us/integrations/netsuite/export-data). ## 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**. The Transaction Body Field form with type Text Area, and Sale and Print on standard forms checked. 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. The Sourcing & Filtering subtab with Source List set to Entity and Source From set to Upflow portal. 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. ## 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**. ## 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. ```html theme={null} <#if record.custbody10?has_content>
Pay via Upflow
``` 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: ```html theme={null} <#if record.custbody10?has_content>

Pay this invoice online

``` 5. Click **Save**. The Advanced PDF/HTML template editor in source code mode, with the conditional Pay via Upflow snippet after the totals table. ## 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. ## 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`. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.