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Rename HTML templates

Zuora

Rename 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.

After an HTML template is created, you can rename it through the Zuora UI if needed.

To rename an HTML invoice template through the Zuora UI, perform the following steps:

  1. Click your avatar at the top right and navigate to Billing > Manage Billing Document Configuration.

  2. On the Manage Invoice, Credit/Debit Memo Templates tab, click the HTML template that you want to rename.
    The selected template is displayed in the online HTML template editor.

  3. In the HTML template editor, click the more options icon and then click Rename.

  4. In the Rename dialog that is displayed, enter the new template name in the New Name field and click Rename.

The HTML template is renamed.