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Configure page setup for HTML invoice templates

Zuora

Configure page setup for 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.

In the HTML template editor, you can configure page setup settings to apply to the PDF files that are generate from HTML invoice template.

To configure page setup settings for the PDF files generated from 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 Setup.

  5. In the Page Setup dialog that is displayed, perform the following steps:

    1. In the Page Orientation section, click Portrait or Landscape.

    2. From the Page Size list, select one size option to apply to the PDF files generated from the HTML invoice template.

    3. Configure the page margins in four directions.  

    4. Click Save to save the configurations.

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

The page setup settings cannot be saved until you save the HTML invoice template. You can preview the template to see how the page setup takes effect on PDF files.