![]() ![]() Click the “Save” button to save the template.Select the Print template as “Invoice PDF Template” and hit save.Select the printing type as “Advanced”.Navigate to Customization -> Forms -> Transaction Forms and edit the desired transaction form.After creating the template, follow the steps to make the template default for the particular transaction form. So, uncheck the “Template is preferred” in the template setup. Consider the new template named as “Invoice PDF Template”, is only for particular transaction form named “Service Invoice”.If “ Template is preferred” is checked, then this template will be the default PDF template for printing the invoice record.Click the “ Template Setup” button and enter a Name for the custom template.View the available Netsuite PDF and HTML templates and select the Invoice template as baseline design of the customization.Step 3.1: Steps to add header level fields Item Category – Describes the category of the item(Line level field).Item Sales Unit (UOM) – On Sales transaction, you use this unit to sell to a customer(Line level field).Memo – Used to add additional information to describe this invoice (Header Level field).Let’s add the following 3 new fields under the standard template. ![]() Step 3: How to add additional fields in the template? The advanced template page contains a list of NetSuite Out-of-Box templates for all the record types. NetSuite Out-of-Box PDF/HTML Template ListĢ. Navigate to Customization -> Forms -> Advanced PDF/HTML Template.Step 2: View advanced PDF and HTML templatesįollow the steps below to view out of the box PDF and HTML templates. Once you enable this feature, default templates will be available for customization. On the Enable Features page, click the SuiteCloud tab and enable the “ ADVANCED PDF/HTML TEMPLATES“.In NetSuite, Navigate to Setup > Company > Enable Features.To enable this option, follow the below steps Note: If you are interested in Netsuite customization, you might want to check out How to Customize Dashboard in NetSuite? and Barcode Generation in NetSuite Step 1: Enable advanced PDF and HTML templatesīy default Netsuite advanced PDF and HTML template customization options are not enabled in the NetSuite system. I will explain the basic customization as well as some advanced options using script along with examples. In this blog, I will explain how to customize Netsuite PDF and HTML templates. The customization can be achieved via the configuration, HTML, and CSS. NetSuite provides the out of the box PDF, HTML templates for all the transactions and custom records. When the user sends these documents to the customer they should reflect in the company’s branding. These documents also give a chance to create an impression among your external contacts – customers, vendors, etc. These documents are often critical to the core business processes of the company such as Invoices, Checks, Customer Statements, Sales Orders, payments, Picking/Packing List, and more. It helps create the documents needed to run a business. NetSuite ERP helps your company to handle the multiple business functions in a single system.
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