Formatting Portugal PDF Documents
To ensure that your documents will be printed with the correct formats and placement of certification information, a PDF template for each transaction type is provided. The PDF templates print the following certification information:
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Portugal Transaction ID
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Printout copy indicator: Original if it is a first PDF printout, or Cópia do documento original if it is a subsequent printout.
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Four hash characters derived from the transaction’s digital signature
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NetSuite certification number assigned by DGCI
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QR code
To format the PDF documents to the correct layout:
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Go to Customization > Forms > Advanced PDF/HTML Templates.
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Click Customize next to the template that you want to copy.
The following templates are available:
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Portugal Invoice PDF/HTML Template
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Portugal Cash Sale PDF/HTML Template
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Portugal Cash Refund PDF/HTML Template
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Portugal Credit Memo PDF/HTML Template
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Portugal Sales Order PDF/HTML Template
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Portugal Packing Slip PDF/HTML Template
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Portugal Payment PDF/HTML Template
Note:You cannot use the provided PDF templates directly. You can only make a copy of the provided PDF templates.
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Click Template Setup.
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In the Title field, change the text to the title of your choosing.
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Click Save.
This will create a copy of the PDF template.
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Check the Preferred box of the PDF template copy you created.
This will set this PDF template as the print format for transactions that use this template.
Alternatively, if you already have a PDF template that you only want to update, you can copy the source code from the provided PDF template to your customized PDF template.
To copy the PDF template’s source code:
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Click Customize next to the template that you want to copy.
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Enable Source Code.
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Copy the source code to your template.
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On your customized PDF template, click Save.