how to create custom invoice templates on netsuite

Creating custom invoice templates in NetSuite involves several steps, from accessing custom forms to editing the HTML/CSS for layout customization. Here’s a step-by-step guide to help you create a personalized invoice template:

Step 1: Access Custom Forms

1. Navigate to Custom Forms:

• Go to Customization > Forms > Transaction Forms.
• Select the standard invoice form you want to customize.
• Click Customize to create a new form based on the standard one.

Step 2: Define Custom Fields and Layout

1. Add Custom Fields:

• Navigate to the Fields subtab.
• Add any custom fields required for your invoice. Define the type, label, and other properties as needed.

1. Modify the Layout:

• Go to the Screen Fields subtab.
• Arrange the fields by dragging and dropping them to the desired position.
• Use the Printing Fields subtab to customize the fields shown on the printed invoice.

Step 3: Edit HTML and CSS for Customization

1. Edit HTML Template:

• Go to Customization > Forms > Advanced PDF/HTML Templates.
• Click New Template or edit an existing one.
• Use HTML to define the structure of your invoice. You can add tables, sections, and other elements as needed.

1. Add CSS for Styling:

• Embed CSS within the HTML template or link to an external stylesheet.
• Style various elements such as fonts, colors, borders, and spacing to match your branding.

Step 4: Assign the Template to the Invoice Form

1. Link the Template:

• Return to Customization > Forms > Transaction Forms.
• Select the custom invoice form you created earlier.
• Under the Print Layout subtab, select the custom template from the dropdown list.
• Save the changes.

Step 5: Test and Deploy

1. Test the Template:

• Create a new invoice and select the custom form.
• Print or preview the invoice to ensure the template looks as expected.

1. Deploy:

• Once satisfied, set the custom form as the default for invoices if needed by going to Setup > Accounting > Accounting Preferences > Items/Transactions.

By following these steps, you can create a tailored invoice template in NetSuite that aligns with your business requirements and branding.