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HTML Templates

Zuora

HTML Templates

The HTML Templates feature is generally available for invoices as of Zuora Release 2022.02.R2, and for credit and debit memos as of Zuora Release 2022.05.R1.

The HTML Templates feature provides key capabilities to design and customize HTML templates online for billing documents, including invoices, credit memos, and debit memos. All public Zuora objects and fields are available for presence on the template, including custom objects and custom fields. 

Zuora provides an online HTML template editor for you to flexibly manage HTML templates for billing documents according to business demands.

Overview

In the online HTML template editor, you can switch between the Edit mode and Preview mode.

In Edit mode, you can create and customize HTML templates for billing documents according to business demands.

The online HTML template editor in Edit mode mainly consists of the following tabs to provide customization capabilities:

  • In the Contents tab, you can drag and drop different components from the tab to the editor to define content components included in templates.
  • In the Blocks tab, you can easily define the headers and footers used in the template. You can also use prebuilt design blocks to organize your template content flexibly.
  • In the Body tab, you can configure different settings to customize the default overall template style and appearance, including the text color, background color, content alignment, and font.

In Preview mode, you can select an account and a billing document to preview the rendered PDF file online. For more information, see Preview billing documents in HTML templates.

Comparison and mapping between Word and HTML templates

Compared to Word Mail Merge templates, HTML templates provide a variety of advanced features. HTML templates can coexist with Word Mail Merge templates. You can assign HTML templates to a subset of accounts, and Mail Merge templates to another subset of accounts.

The following table lists the function comparisons between HTML templates and Word Mail Merge templates.

Functionality Word Mail Merge templates HTML templates
Online editor with Drag & Drop and Preview functionality Not supported Supported
Optimized update and test cycle 14 steps 4 steps
Data access to Zuora objects and fields Limitedly supported Fully supported
Custom objects Not supported Supported
Data manipulation including grouping, filtering, sorting, and so on Limited fields Any fields
Localizing fields in types of Number, Date, Currency Limitedly supported Fully supported
Pre-built headers and footers Not supported Supported
Starter template library Limitedly supported, available in the Knowledge Center Supported, available online
Embedded images and external image URLs Not supported Supported
Template management through Setting APIs Limitedly supported Fully supported

For most merge fields available in Word Mail Merge templates, you can find their equivalents in HTML templates.

For more information about the merge field mapping between Word templates and HTML templates for billing documents, see the following articles:

Tutorials and resources

Click into each tutorial to see how to manage and customize HTML templates to apply to your common business scenarios. 

For more communication and discussion about this feature in the Zuora Community, see Community resources for HTML templates

Restrictions and limitations

The HTML Templates feature has the following restrictions and limitations, specific to one single template:

  • Template size
    • Maximum size of an HTML template: 5 MB
      The uploaded images will be encoded and embedded into the HTML template, so they also contribute to the template size.
  • Data
    • Maximum number of items that can be displayed in a table: 100,000
    • Maximum number of records being processed in total: 1 million (the total records to load to generate an invoice, a credit memo, or a debit memo)
  • Images
    • Maximum number of uploaded images: 50
    • Maximum size of an image to be uploaded: 200 KB
    • Supported image types: APNG (.apng), AVIF (.avif), GIF (.gif), JPG (.jpg), JPEG (.jpeg), JFIF (.jfif), PJPEG (.pjpeg), PJP (.pjp), PNG (.png), SVG (.svg), and WEBP (.webp)
  • Functions
    • Maximum number of fields supported by the SortBy function: 3
    • Maximum number of fields supported by the GroupBy function: 3
  • Hyperlinks 
    For any hyperlinks in HTML templates, the protocol must be HTTPS.