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 |
---|---|
[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:
Go to Customization > Forms > Transaction Forms
Click Edit next to the transaction form.
On the PDF Layout drop-down field, select the template.
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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