Using Philippines PDF/HTML Templates on Customized Forms

To use Philippines PDF/HTML templates on customized forms:

1. Go to Customization > Forms > Transaction Forms.

2. Click the Customize or Edit link of the transaction form that you want to use or associate with a template.

3. In the Printing Type option, choose Advanced.

4. In the Print Template field, select the appropriate PDF/HTML template that you want to use for this transaction form.

   Note:

   For non-CAS users or those who use loose-leaf forms, select a document type template with 'Pre-printed' indicated.

5. (Optional) In the Email Template field, select the appropriate PDF/HTML template. Generally, this is for businesses that have switched to paperless transactions.

6. Click Save.

Related Topics

• Invoicing Features of the Philippines Localization SuiteApp
• Standard Philippines Forms and PDF/HTML Templates
• Customizing Philippines PDF/HTML Templates
• Transaction Form Mapping
• Mapping Customized Transaction Forms to Philippines Document Types

General Notices