Viewing Check Printing Templates

Before printing a check, you can view the template the system will use to print it. Where you view the template depends on whether your check uses a basic layout or your check layout is customized using the Advanced PDF/HTML Templates feature. This procedure is on viewing templates for checks that use basic layouts. For information about advanced templates and how to view them, see Advanced PDF/HTML Templates and Viewing an Advanced Template in the Template Editor.

To view templates for checks that use a basic layout:

  1. Go to Customization > Forms > Transaction Form PDF Layouts.

  2. Click Customize next to the layout you want to view.

    Note:

    You can find out the transaction form layout a check uses by referring to the Custom Form field on the check record.

    NetSuite displays the template that will be used to print the check.

  3. To see a preview of your printing output, click Preview.

For more information about basic printing templates, see Basic Printing Layouts.

General Notices