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Preview invoices in HTML templates

Zuora

Preview invoices in HTML 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, you can preview invoices in the HTML template through the Zuora UI. 

To preview an invoice in HTML templates 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 preview next to the HTML invoice template that you want to use for preview.
    The selected invoice template is displayed in the online HTML template editor.

  3. In the Preview Settings area, configure the following fields:

    1. In the Account field, search for account keywords and select the account that you want to preview the invoice for.

    2. In the Invoice list, select the invoice that you want to preview in the HTML template.

The displayed HTML invoice template changes to a PDF file with actual data for you to preview.