Advanced PDF/HTML Templates

You can use advanced PDF/HTML templates to create custom transaction and entry forms that fit your business needs. Custom templates let you personalize the look and feel of your transaction and entry forms for printing or emailing.

You can define various custom transaction layouts for printing forms as PDF and HTML to suit your needs. With custom advanced templates, you can hide or show fields, move and resize fields, and change fonts and colors on forms.

Advanced PDF/HTML templates provide extensive customization capabilities, new feature enhancements, and they support current industry standards for HTML-based editing.

Important:

To use advanced templates, ensure that the Advanced PDF/HTML Templates feature is enabled. For information, see Enabling the Advanced PDF/HTML Templates Feature.

You can create custom templates for the following types of printed forms:

• Bill of Materials

• Check

• Item Label

• Mailing Label

• Packing Slip

• Payment Receipt

• Payment Voucher

• Picking Ticket

• Price List

• Remittance Slip

• Return Form

• Shipping Label

• Statement

• Transaction

You can set custom forms for supported transaction types to use standard advanced PDF/HTML templates provided by NetSuite. Or you can create custom templates in a template editor that's available in the NetSuite user interface. This editor supports both rich text editing and HTML markup source editing and uses industry-standard tools and syntax.

For more details, see Advanced PDF/HTML Templates.

For information about basic layouts for transaction forms, see Basic Layouts for Transaction Forms.

Related Topics

• Form Templates
• Basic Layouts for Transaction Forms

General Notices