Proposal summary This proposal covers the scope of the PDF template customization for Invoice and credit memo. Requirement Macrofin would like to prepare a PDF for Invoice and Credit memo. Our Solution The requirement can be achieved by creating a PDF template for Invoice and Credit Memo. We will copy the exact layout of the… Continue reading Proposal of invoice and Credit Memo PDF
Category: Advanced PDF Templates
Advanced PDF Templates designs – PDF samples and xml codes
Proposal for Quote PDF enhancement
Proposal Summary Encompass would like to use a standardized PDF template for Quote by using the feature of Advanced PDF template. Requirement Encompass would like to Create a new Advanced PDF Template for Quote. Our Solution Prerequisites Encompass needs to provide Netsuite Account Access with Administrator Role Advanced PDF Template option should be enabled in… Continue reading Proposal for Quote PDF enhancement
To Change default Start Index Of line Number
Info: SCT-30 The Default starting Index of Line item counts with Zero initially. This is unpracticable in cases where we have to know the Total Line or Item length correspondingly. Can be easily done through a single Index/ Count Field id according to the requirement. //Starts with Line number 0 //Starts with line number 1
Group the items using “Invoice Group in PDF
There is a field in Invoice item line “Invoice Group”,based on this field we have to group the item lines in invoice. If there is value in “Invoice Group” , this value should be given as description in PDF. Also sum the amount in the other lines if the value in invoice grouping is same.… Continue reading Group the items using “Invoice Group in PDF
Multiple PDF Template Proposal
Macrofin requires new template customization for their pharmapod project. The template customization includes the sales order template, multi-currency customer statement template, vendor bill payment template , purchase order template and sales invoice template. This requirement can be achieved by customizing the template. Estimated hours are 50 Requirement 1 Macrofin wants to customize the advance pdf… Continue reading Multiple PDF Template Proposal
Dunning Letter Updates Proposal
The proposal details the new updates that should be done on the Dunning email templates. Requirement Add the email signature below (including the disclaimer) to all their dunning letters. They have 5 dunning letters for the UK and 5 dunning letters for the US. There are few more updates required by SmartSearch: Dunning letters for… Continue reading Dunning Letter Updates Proposal
Proposal For Invoice Template Update
The proposal covers the new updates on the Footer of the invoice PDF template. Requirement Following are the requirements: On the footer of the invoice PDF template, add more space after Account Name and then align all bank fields on the right. On the footer of the invoice PDF template, if a bank field is… Continue reading Proposal For Invoice Template Update
New Invoice Grouping PDF Updates Proposal
The proposal details the new updates that should be done on the invoice grouping PDF. Requirement Following are the requirements that need to developed: Create a template where the discount line is shown but in the correct section. Clients should have two options for the invoice printing.One is discount amount is added into the the… Continue reading New Invoice Grouping PDF Updates Proposal
Merging multiple PDFs in a single advanced PDF template
Render PDF template to source the taxcode and VAT% using Suitlet
Render PDF template to source the taxcode and VAT% values