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Create HTML invoice templates


Create HTML invoice templates

The HTML Templates feature is in the Early Adopter phase for invoices. We are actively soliciting feedback from a small set of early adopters before releasing it as generally available. If you want to join this early adopter program, submit a request at Zuora Global Support.

You can create HTML invoice templates as needed through the Zuora UI. 

To create an HTML invoice template through the Zuora UI, perform the following steps:

  1. Click your username at the top right and navigate to Billing > Manage Billing Document Configuration.

  2. On the Manage Invoice, Credit/Debit Memo Templates tab, click add html invoice template.
    The Choose a Template from the Library page is displayed.

  3. In the Invoice tab, hover over one template, and then click Use.

    1. If you want to start from scratch, choose the blank template.

    2. If you want to start from a sample template, choose a predefined sample template as needed.

A blank template or predefined sample template is displayed in the online editor. You can use the online editor to start customizing the HTML template.