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Jamie Sutter bow from Ran Group welcomes viewers to a NetSuite video series on creating customized invoices using advanced PDF HTML templates. To begin, ensure the advanced PDF template feature is enabled and permissions are set up. Navigate to customization forms > advanced PDF HTML templates to access available templates. Standard templates have a customize link, while custom templates have an edit link. Select a standard invoice template as the basis, then customize layout options such as orientation, page size, and margins. Enter a title, script ID, and description for the template.