Selecting Preferred PDF Templates

The Saudi Arabia e-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 your brand and specific requirements.

This guide walks you through the process of selecting preferred PDF templates for your customers. If a preferred PDF template is not selected for a customer, the system will automatically use the SuiteApp’s standard PDF templates when sending emails:

• KSA Standard Invoice Template

• KSA Standard Credit Memo Template

Important:

Do not modify or delete the SuiteApp's standard PDF templates for invoices and credit memos. 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:

1. Create or edit a customer record.

2. On the customer record, go to the Saudi Arabia Fields subtab.

3. In the Saudi Arabia Invoice PDF Template list, select your customized advanced PDF template for invoices.

4. In the Saudi Arabia Credit Memo PDF Template list, select your customized advanced PDF template for credit memos.

5. Click Save.

Related Topics

Setting Automatic Selection of E-document Template and Sending Method on Transactions

Combining E-Document Generation and Sending with the Process E-Document Button

Working with Outbound e-Documents Using Saudi Arabia E-Invoicing

General Notices