Custom Receipt Template Setup for SCIS

Use the following instructions to ensure that your custom receipt template is used on sales transactions submitted in SCIS.

Important:

Customers are solely responsible for working with their designated third party credit card processor to ensure that any credit card digit fields included on sales receipts generated by the NetSuite SuiteCommerce InStore (SCIS) module comply with applicable laws including, but not limited to, the Fair and Accurate Credit Transactions Act (FACTA). The content of such credit card digit fields (for example, a “Shopper Print Block” field) are auto-populated with information received directly from Customers' designated third party credit card processor and is not modified by Oracle.

To set a custom receipt template as the SCIS receipt template:

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

  2. Click Edit next to your customized template. Ensure that the Source Code toggle is on.

    Customize SCIS Receipt Template
  3. Copy the source code that is your customized receipt.

  4. After you have copied the source code, go back to the Advanced PDF/HTML Templates list page and click Customize next to Standard SCIS Receipt Template PDF/HTML Template.

    Customize Standard SCIS Receipt Template checkbox

    The Custom SCIS Receipt Template PDF/HTML Template page appears.

  5. On the Custom SCIS Receipt Template PDF/HTML Template page, ensure the Source Code toggle is on, and then paste the source code of the receipt template you copied in Step 3.

    Custom SCIS Receipt Template PDF/HTML Template
  6. Click Template Setup. Change the title to something that describes your customized receipt template. Click Save.

    Custom SCIS Receipt Template PDF/HTML Template Setup
  7. Click Save on the Advanced PDF/HTML Template page to save your template.

    Custom SCIS Receipt Template PDF/HTML Template Save button
  8. Go to Customization> Forms > Advanced PDF/HTML Templates. Verify that your template is on the list of Advanced PDF/HTML templates.

    list of Advanced PDF/HTML templates
  9. Set your custom template as the SCIS Receipt Template.

    In the global search box, search for the SCIS Receipt Template page. Alternately, go to Customization > Lists, Records & Fields > Records > SCIS Receipt Template. Then edit the record you are using in SCIS.

    Global Search for SCIS Receipt Template
    1. Set SCIS Receipt Template filters.

      SCIS Receipt Template filters
    2. Select your custom template.

      Select Custom SCIS Receipt Template
    3. Click Save.

Related Topics

Customizing a Receipt Template for SCIS
Creating SCIS Receipt Template Records
Adding Fields to Custom SCIS Receipt Templates

General Notices