You can use Advanced PDF/HTML templates for many things, such as customizing the information printed on Purchase Orders you send to your vendors or adding custom fields to the Invoices you send to your customers, or even to adjust your Check template to fit your bank’s pre-printed format.
Here are NetSuite’s transaction types that are supported to use this feature:
- Bill Payment
- Cash Refund
- Cash Sale
- Check
- Credit Memo
- Customer Deposit
- Packing Slip
- Picking Ticket
- Invoice
- Item Label
- Payment
- Purchase Order
- Quote
- Return Authorization
- Sales Order
- Work Order
- Custom Records
- Saved Searches
Every printing format in NetSuite has an Out-of-the-box PDF/HTML template that can be used as a base template to create your own printing formats.
You can go to Customization > Forms > Advanced PDF/HTML Templates to see all standard templates that can be customized. You even can customize templates for custom records you have created. All standard templates can be recognized for its name and the Customize button next to them. When you click on the Customize button, a copy from the original template is created and customizations can be added.
Custom templates can be configured as the Preferred template, so they are selected by default on the specific transaction type. The type of the template shows which transaction it belongs to. Custom templates do not show the Customize button, they show an Edit button instead.