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Default Invoice and Credit Memo PDF Template

Default Invoice and Credit Memo PDF Template


Table of Contents


Overview

You may take advantage of the PDF templates provided by Poland Localization SuiteApp.  These templates include or display information based on local requirements.

The following PDF Templates are available:

Template Name

Supported NetSuite Record Type

Template Name

Supported NetSuite Record Type

[STA] Poland Regular Invoice PDF/HTML Template

Invoice

Staria POL Credit Memo PDF/HTML Template

Credit Memo

These templates can be used along with the default transaction forms from the SuiteApp or assigned to an existing transaction form.

Sample Invoice Layout

Important: The original templates from the source should not be modified. There is a possibilty that the changes that were made will be lost during bundle update.

Any customization or change requests to the templates generally are out-of-scope and may be part of billable work.

Setting Up Invoice (or Credit Memo) Templates

To modify a transaction form and assign the PDF layout:

  1. Go to Customization > Forms > Transaction Forms

  2. Click Edit next to the transaction form.

  3. On the PDF Layout drop-down field, select the template.

  4. Click the Save As button.

Important: You need to ensure that the required fields that are mapped to the invoice (or credit memo) PDF layout are displayed on the forms and populated. (see Form Configurations)


Send an email to support@staria.com for questions or concerns regarding this topic.

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