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Export HTML invoice templates

Zuora

Export 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 export it through the Zuora UI if needed.

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 export.
    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 Export.

  4. In the Export Template dialog that is displayed, click Save As File to export it. 

A JSON file is exported and downloaded automatically with the existing template name. 

In the Export Template dialog, you can also choose to click Copy to copy the template data displayed in the Template section, and then paste the data into a file to save it.