Customizing Transaction Form PDF Layouts

This article describes about customizing the transaction PDF without using advanced PDF/HTML templates.

A transaction form PDF layout defines the arrangement of fields on printed standard and classic (or legacy) PDF transaction documents in NetSuite. You can customize transaction form PDF layouts by customizing borders and content position, repositioning and resizing fields, or by changing the fonts and colors used.

To customize a transaction form PDF layout:

1. Go to Customization > Forms > Transaction Form PDF Layouts.
2. Click Customize next to the layout you want to customize.
   To create a new custom layout based on an existing custom layout, click Edit next the layout. Then enter a name for the new layout, and click Save As.
3. On the Custom PDF Layout page, enter a name for your custom layout.
4. If desired, edit the width and height properties for your page.
5. Check the Layout is Preferred box to make this layout your preferred layout for this type of transaction.
6. Set the following colors for your form layout:
   • Text Color – Controls the color of the text in the form.
   • Fill Color – Sets the background color in the sections of the form.
   • Label Text Color – Controls the color of the text at the top of the main section of the form.
   • Label Fill Color – Determines the background color of the label for the main section of the form.
   • Border Color – Sets the border color for each section of the form.You can click the color palette to choose a color or enter the hexadecimal code for the color you want to set.As you make changes to the colors, the changes are shown in the preview at the bottom of the page.
7. Click an element of the form that you want to customize. You can also select an element using the Selected Element list. If you want to add a custom element to the form, click Add Custom Element.
8. Click Preview to see how this PDF layout will look when printed.For any element that continues on an additional page, the bottom of the element must be high enough on the page to allow line items to print below it. For example, a logo element on a PDF layout cannot be set to be the whole page.
9. Click Save.