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  2. Customization
  3. Custom Forms
  4. Transaction Form Printing Preferences

Transaction Form Printing Preferences

NetSuite includes company-level and user-level preferences that affect how transaction forms are printed.

Transaction Forms and Company Printing Preferences

Company printing preferences are defined at Setup > Company > Printing & Fax. The company preferences that affect printed transactions are on the Printing subtab of this page, in the following sections:

  • Transactions – includes some specialized printing preferences for specific transaction types, as well as general printing preferences for all transaction types.

  • Advanced PDF/HTML Printing – includes preferences that can be enabled to use advanced templates to format printed Item Detail Statements, Item Labels, and Mailing Labels.

  • Check Printing – includes preferences for printed checks using basic layouts.

  • PDFs – includes general preferences that apply to all printed records that use basic layouts except reports.

For more details about the preferences available in these sections, see Setting Printing and Fax Preferences.

Setting Transaction Forms to Print in Landscape

You can set your transaction forms to print in landscape format on the Printing and Fax Preferences page. When you print in landscape format, the long edge of the page is on top and the short edge is on the side.

By printing in landscape format, you can have wider columns on your transaction forms to include more detailed information for your customers.

To set transaction forms to print in landscape format:

  1. Go to Setup > Company > Preferences > Printing & Fax.

  2. On the Printing subtab, check the Print Transaction Forms Landscape box.

  3. Click Save.

Note:

To use this preference, you must use a standard transaction PDF layout. Use either a standard transaction form with a standard transaction PDF layout or use a custom transaction form associated with a standard PDF layout.

To print transaction forms, go to Transactions > Other > Print Checks and Forms. Alternatively, click Print on any transaction page as you save the transaction.

If you print using HTML, you can override the landscape format by changing your printer settings when you print the form.

Transaction Forms and User Printing Preferences

You can set a variety of preferences at Home > Set Preferences to apply to your own instance of NetSuite only. The user preferences that affect printed transactions are on the Transactions subtab of this page.

  • Print Using HTML – If you prefer to print transaction forms in HTML rather than the default of PDF, check this box.

  • Transaction Email Attachment Form – If you prefer to send email attachments of transactions in PDF rather than HTML, select PDF.

  • Horizontal Print Offset – To move text in the printed transaction form to the right, enter a positive number in inches. To move text to the left, enter a negative number. This setting applies only to basic layouts.

  • Vertical Print Offset – To move text in the printed transaction form lower, enter a positive number in inches. To move text higher, enter a negative number. This setting applies only to basic layouts.

The PDF preferences on the SuiteAnalytics subtab apply only to printed reports and searches.

Browser Print Settings

When you print a form, a preview page appears to show you what the transaction will look like when it is printed. When you click Print on the preview page, the browser opens a print options page. The print preview looks different in each browser, which is not related to NetSuite. You may need to change the browser print settings or the printer settings so that the printout looks the same as it did in the NetSuite preview.

Related Topics

General Notices