Customizing PDF/HTML Templates of Philippines Documents

You can customize the Philippines PDF/HTML invoicing templates from Customization > Forms > Advanced PDF/HTML Templates to suit your business needs or instill corporate identity. After customizing a template, you should save or create a new copy of the template with Save As.

To customize a Philippines PDF/HTML template:

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

  2. Click the Edit link of the template 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.

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

Related Topics

Philippines Invoicing
Roles and Permissions for Philippines Invoicing
Printing Philippines Invoicing Transactions

General Notices