Advanced PDF/HTML Multi-Currency Statement Templates

If the Advanced PDF/HTML Templates feature is enabled in your account, a specialized template is available for printing statements for customers that have multiple associated currencies. You can use this Standard Multi-currency Statement Template, or a customized version of it, to ensure that a customer’s multiple currencies are accurately represented in printed statements.

To use this type of template to format a printed statement, on the record for the custom form associated with the statement transaction, select Advanced for Printing Type and select the multi-currency template in the Print Template dropdown list. See Setting Custom Forms to Use Advanced Templates.

For customers who began using NetSuite prior to 2014.2, the Standard Multi-currency Statement Template should be used if both the Multi-Currency Customers and Multiple Currencies features are enabled. Otherwise, you should use the Standard Statement PDF/HTML Template, or a customized version of it, for your printed statements.

For customers who began using NetSuite after 2014.2, if the Multiple Currencies feature is enabled, the Standard Multi-currency Statement Template should be used. For multiple currencies to be used in a customer’s transactions, these currencies must be associated with the customer on the customer record. For more information, see Multiple Currencies and Customers and Multiple Currencies.

For customers that do not use multiple currencies, use the Standard Statement PDF/HTML Template, or a customized version of it, for your printed statements. For more information, see Printing a Statement.

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