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Rename HTML invoice templates

Zuora

Rename 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, you can rename it through the Zuora UI if needed.

To rename 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 rename.
    The selected invoice template is displayed in the HTML template editor.

  3. In the HTML template editor, click the more options icon and then click Rename.

  4. In the Rename dialog that is displayed, enter the new template name in the New Name field and click Rename.

The HTML invoice template is renamed.