1. Country-Specific Features
  2. Philippines Help Topics
  3. Philippines Invoicing
  4. Setting Up Philippines Invoicing Features
  5. Setting Up Additional Preferences for Philippines Invoicing
  6. PDF/HTML Templates of Philippines Documents
  7. Renaming Philippines Documents

Renaming Philippines Documents

You can create your own template by renaming any existing standard template.

Important:

Because the SuiteApp only supports charge type invoices, don't use words that may indicate that the Philippines document is a cash type invoice when renaming a standard invoice template. For example, don't use "Cash Invoice" as a document name.

To rename a standard template for Philippines documents:

  1. Go to Customization > Forms > Advanced PDF/HTML Templates.

  2. Click the Edit link of the template that you want to customize.

    For example, if you need to create a service invoice to comply with the BIR Revenue Regulation No. 7-2024 in relation to Republic Act No. 11976, also known as the Ease of Paying Taxes (EOPT) Act, click Edit next to the Philippines Sales Invoice PDF/HTML Template.

  3. In the source code, locate the document_title ID and rename the default value.

    For example:

    Default value:

    <span class="title" id="document_title">Sales Invoice</span>

    Renamed value:

    <span class="title" id="document_title">Service Invoice</span>

  4. Click the arrow beside Save, and select Save As.

    Note:

    Using Save As to create a custom template based on a standard template retains and prevents the customizations you made (that is, "document_title" based on the example) from being overwritten with new SuiteApp releases.

Related Topics

General Notices