# Custom Forms

Custom Forms lets you select which NetSuite form template is used for each transaction type when transactions are created or viewed through <code class="expression">space.vars.productName</code> for this subsidiary.

## Accessing Custom Forms

{% stepper %}
{% step %}

### Open the NetSuite Admin view

Switch to **NetSuite Admin** in <code class="expression">space.vars.productName</code>.
{% endstep %}

{% step %}

### Select the subsidiary

Use the subsidiary switcher at the top right.
{% endstep %}

{% step %}

### Open Configurations

Click **Configurations** in the left sidebar, then scroll to the **Custom Forms** section. Alternatively, the standalone [Forms](/netsuite-admin-guide/forms.md) page in the sidebar shows the same settings in a dedicated view.
{% endstep %}
{% endstepper %}

## How it works

NetSuite has multiple form layouts for each transaction type (e.g. a standard Sales Order form, a custom one with extra fields). <code class="expression">space.vars.productName</code> needs to know which form to use when it creates or opens a transaction — this setting controls that.

If no form is selected for a transaction type, NetSuite uses its own default form for that type.

## Supported transaction types

| Transaction type                | Description                           |
| ------------------------------- | ------------------------------------- |
| **Sales Order**                 | Standard sales order                  |
| **Cash Sale**                   | Immediate cash sale at POS            |
| **Invoice**                     | Invoice sent to a customer            |
| **Item Fulfillment**            | Fulfilling items on an order          |
| **Item Receipt**                | Receiving items from a purchase order |
| **Quote / Estimate**            | Sales quote or estimate               |
| **Purchase Order**              | Order placed with a vendor            |
| **Vendor Bill**                 | Bill received from a vendor           |
| **Vendor Payment**              | Payment to a vendor                   |
| **Customer Payment**            | Payment received from a customer      |
| **Customer Refund**             | Refund issued to a customer           |
| **Vendor Return Authorization** | Return to a vendor                    |
| **Return Authorization**        | Customer return authorization         |
| **Credit Memo**                 | Credit applied to a customer account  |
| **Deposit Application**         | Applying a deposit to an invoice      |
| **Deposit**                     | Recording a deposit                   |

## Setting a custom form

{% stepper %}
{% step %}

### Find the transaction type

Locate the transaction type in the list.
{% endstep %}

{% step %}

### Pick the form from the dropdown

Use the dropdown next to it to select the NetSuite form you want <code class="expression">space.vars.productName</code> to use.
{% endstep %}

{% step %}

### Save

Click **Save Changes** at the top of the page.
{% endstep %}
{% endstepper %}

## Tips

* If a dropdown shows **-- Default Form --**, <code class="expression">space.vars.productName</code> will use whatever NetSuite considers the default for that transaction type.
* Work with your NetSuite administrator to identify which custom forms have been created and what each one is for before making changes here.
* These settings apply only to this subsidiary. Other subsidiaries maintain their own form selections.

## Related Pages

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Entity Custom Forms</strong></td><td>Forms used when creating customers, contacts, and vendors.</td><td><a href="/pages/QFs4DCaPeBlNK7QGVP7x">/pages/QFs4DCaPeBlNK7QGVP7x</a></td></tr><tr><td><strong>Forms (sidebar)</strong></td><td>The standalone Forms page in the sidebar — same settings, separate view.</td><td><a href="/pages/05EaTOA08DLIxUTwogEU">/pages/05EaTOA08DLIxUTwogEU</a></td></tr><tr><td><strong>Configurations Overview</strong></td><td>All sections on the Configurations page.</td><td><a href="/pages/gogCTxJRLdzy1P6i1xeB">/pages/gogCTxJRLdzy1P6i1xeB</a></td></tr></tbody></table>


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