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Import HTML invoice templates

Zuora

Import 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.

If you already have a predefined HTML invoice template, you can directly import it instead of creating one from scratch through the Zuora UI. 

To import 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 add html invoice template.
    The Choose a Template from the Library page is displayed.

  3. In the Invoice tab, hover over the blank template, and then click Use.

  4. In the HTML template editor, click the more options icon and then click Import.

  5. In the Import Template dialog that is displayed, perform the following steps:

    1. In the Template section, click the Click to upload link, navigate to the location of a usage file, and click Open.
      You can also drag and drop the local HTML invoice template into the Template section.

    2. Click Save to save the uploading.
      The imported HTML invoice template is displayed with the name of Blank Template - Copy.

  6. In the HTML template editor, click Save to save the imported HTML invoice template.

The predefined HTML invoice template is imported into the online editor. You can also use the online editor to customize the imported template.