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PDF Proforma Invoice Template Templates to Download in 2024

PDF Proforma Invoice Template Templates to Download in 2024

Aug 6th, 2022

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How to proforma invoice template pdf

5 out of 5

3 votes

In this NetSuite video tutorial by Jamie Sutter Bow, viewers learn how to create a customized invoice using advanced PDF HTML templates. The process begins by ensuring that the advanced PDF template feature is enabled in the account and that the user has the necessary permissions. To access the templates, navigate to "Customization," then "Forms," and select "Advanced PDF HTML Templates." A list of available templates is displayed, with standard templates featuring a "customize" link and custom templates an "edit" link. The tutorial focuses on using the standard invoice PDF HTML template as a base. Viewers can click the template setup button to modify the title, script ID, description, and make layout adjustments such as orientation, page size, and margins.

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