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Configure overall style for HTML invoice templates

Zuora

Configure overall style for 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.

After an HTML invoice template is created and customized, you can configure the overall style and appearance to apply to the template. 

If you also configure specific style for individual components, the specific component style settings override the overall style settings.

To configure overall style for 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 the invoice template that you want to configure overall style.
    The selected invoice template is displayed in the HTML template editor.

  3. In the Style tab of the HTML template editor, configure the general layout and style to apply to the template.

    1. In the General section, configure the text color, background color, content width, content width, and font.

    2. In the Links section, configure the link color, hovor color, and whether links are underlined.

Click Save to save the configurations.