Creating Dunning Letter PDF Templates

Note:

Creating templates requires knowledge of XML and FreeMarker.

FreeMarker templates are used for dunning PDF letters. These templates must be uploaded to the file cabinet.

Sample templates are located in the following file cabinet folder: SuiteBundles > Bundle 392827 > Templates > PDF Templates. You can copy the content from the sample files to create your custom templates.

FreeMarker templates for dunning PDF letters consist of three separate XML files:

• Header template – Optional. You can use the same header template file for multiple dunning template records. See Creating the Dunning PDF Header Template.

• Footer template – Optional. You can use the same header template file for multiple dunning template records. See Creating the Dunning PDF Footer Template.

• Body template – See Creating the Dunning PDF Body Template

When creating dunning template files, remember the following guidelines:

• The content of the templates must be well-formed XML or XHTML elements. Each element must have a closing tag, for example <elem> </elem>.

• Each template must have a parent element of <div>.

• Each sourced data must be enclosed in a <span> element.

For recommendations on naming dunning PDF template files, see File Naming Guidelines for Dunning PDF Templates.

Related Topics

• Dunning Overview
• Understanding Dunning Letter Templates
• Creating Dunning Template Records
• Best Practices for Creating and Using Dunning Templates
• Creating Dunning Letter Email Templates
• Including Fields from the Transaction Saved Search in Dunning Templates
• Including Information from NetSuite Records in Dunning Templates

General Notices