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View HTML templates

Zuora

View 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 and customized, you can view its information, including its ID, through the Zuora UI.

To view an HTML 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 HTML template that you want to view.
    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 Show ID to view the unique ID of the template.

In the Show ID dialog, the unique ID of the HTML template is displayed.