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Duplicate HTML invoice templates

Zuora

Duplicate 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 duplicate it through the Zuora UI if needed.

To duplicate 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 duplicate.
    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 Duplicate.

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

The duplicated HTML invoice template is displayed in the HTML template editor. You can customize the new template based on your demands.