1. Country-Specific Features
  2. Philippines Help Topics
  3. Philippines Invoicing
  4. Setting Up Additional Preferences for Philippines Invoicing
  5. Customizing PDF/HTML Templates of Philippines Documents

Customizing PDF/HTML Templates of Philippines Documents

You can customize the Philippines PDF/HTML invoicing templates to suit your business needs.

Accounts with the Advanced PDF/HTML Templates permission can customize printed and emailed transactions. To use advanced templates in your account, see the help topic Enabling the Advanced PDF/HTML Templates Feature. When this feature is enabled, you can associate advanced templates with custom transaction forms, so that these templates are used to format printed and email versions of transactions.

To customize a Philippines PDF/HTML template:

  1. Go to Customization > Forms > Advanced PDF/HTML Templates.

  2. Click the Edit link of the template that you want to customize.

  3. Click Template Setup and change the title, then click Save.

  4. Make the changes to the template body as necessary.

    Note:

    When saving advanced PDF or HTML templates for Southeast Asia Localization, an error may be encountered. You can ignore the error and proceed with saving the template, which will still work well. For more information, see Template Errors When Saving under Saving an Advanced Template.

  5. Click the dropdown arrow beside Save, and then click Save As.

    Custom templates created using the Save As option will not be overridden when updates to the SuiteApp are released. Standard templates remain as is.

For more information, see Advanced PDF/HTML Templates and Advanced Templates Customization in the Template Editor.

Renaming Philippines Documents

You can create your own template by starting with an existing standard template and renaming it.

To rename Philippines documents:

  1. Go to Customization > Forms > Advanced PDF/HTML Templates.

  2. Click the Edit link of the template that you want to customize.

    For example, if you need to create a service invoice to comply with the BIR Revenue Regulation 7-2024 in relation to Republic Act No. 11976, also known as the Ease of Paying Taxes (EOPT) Act, click Edit next to the Philippines Sales Invoice PDF/HTML Template.

  3. In the source code, locate the document_title ID and rename the default value.

    For example:

    Default value:

    <span class="title" id="document_title">Sales Invoice</span>

    Renamed value:

    <span class="title" id="document_title">Service Invoice</span>

  4. Click the dropdown arrow beside Save, and then click Save As.

    Use Save As to create a custom template based on a standard template. Doing so retains and prevents the customizations you made (that is, "document_title" based on the example) from being overridden with changes available in new SuiteApp releases.

Related Topics

General Notices