Customizing PDF Templates
The Malaysia Electronic Invoicing SuiteApp allows you to customize PDF templates for customer communications following E-Document generation. Create and tailor Advanced PDF templates within NetSuite to align with specific requirements.
This guide walks you through the process of selecting the following preferred PDF templates for your customers. If a preferred PDF template for invoicing is not selected for a customer, the system automatically uses the SuiteApp’s standard PDF templates when sending emails.
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For Credit Memo – Malaysia Standard Credit Memo Template
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For Invoice – Malaysia Standard Invoice Template
Do not modify or delete the SuiteApp's standard PDF templates for an credit memo, cash refund, debit note, and invoice transactions. Modifying or deleting these templates may prevent the SuiteApp from sending e-invoices and require you to reinstall the SuiteApp.
To select the preferred PDF templates for your customer:
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Create or edit a customer record.
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On the customer record, go to the Malaysia Electronic Invoicing subtab.
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In the Malaysia Invoice PDF Template list, select your customized advanced PDF template for invoices.
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In the Malaysia Credit Memo PDF Template list, select your customized advanced PDF template for credit memos.
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Click Save.