Advanced PDF/HTML Templates (Beta)
By default, the standard advanced template is the preferred advanced template for a print
type. When you choose the Advanced printing type for a custom form, the preferred advanced
template is selected by default as the template for that form. See Setting Custom Forms to Use
Setting Custom Forms to Use Advanced Templates
When the Advanced PDF/HTML Templates feature is enabled, you can set custom forms for
cash refunds, cash sales, credit memos, customer deposits, invoices, packing slips, payment
vouchers, picking tickets, purchase orders, quotes (estimates), return authorizations, and sales
orders to use advanced templates. When you set a custom form to use an advanced template,
that template defines the print formatting and contents for transactions that use that custom
To define an advanced template for a custom form:
Go to Setup > Customization > Transaction Forms.
On the Custom Transaction Forms page, click the Edit link for an existing cash refund,
cash sale, credit memo, customer deposit, invoice, packing slip, payment voucher, picking
ticket, purchase order, quote (estimate), return authorization, or sales order form, or click
the Customize link for a standard form.
On the Edit page for the custom form, review the Printing Type options.
• The Legacy option allows legacy PDF layouts and HTML layouts to be associated
with the custom form.
• The Advanced option allows an advanced template to be associated with the custom
form. (Note that you select one advanced template to be used for both PDF and