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View HTML invoice templates

Zuora

View 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 view its information, including its ID, through the Zuora UI.

To export 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 view.
    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 Show ID to view the unique ID of the template.

In the Show ID dialog, the unique ID of the HTML invoice template is displayed.