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Delete HTML invoice templates

Zuora

Delete 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If an HTML invoice template is no longer maintained and used, you can delete it through the Zuora UI if needed.

To delete 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 delete.
    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 Delete.

  4. In the deletion confirmation dialog that is displayed, click Delete to delete the template. 

The selected HTML invoice template is deleted. Note that deleted templates cannot be restored.

In the Manage Invoice, Credit/Debit Memo Templates tab, you can also click remove next to an existing HTML invoice template to delete it.