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 displayed in printed statements.

To format a printed statement with this template, 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.

If you started using NetSuite before 2014.2, use the Standard Multi-currency Statement Template if both the Multi-Currency Customers and Multiple Currencies features are enabled. Otherwise, use the Standard Statement PDF/HTML Template, or a customized version of it, for your printed statements.

If you started using NetSuite after 2014.2 and have the Multiple Currencies feature enabled, use the Standard Multi-currency Statement Template. To use multiple currencies in a customer's transactions, make sure those currencies are linked to the customer record. For more information, see Multiple Currencies and Customers and Multiple Currencies.

If you don't 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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