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Import HTML templates

Zuora

Import 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.

If you already have a predefined HTML template, you can directly import it instead of creating one from scratch through the Zuora UI. 

To import 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 Add New Html Template.
    The Choose a Template from the Library page is displayed.

  3. In the Invoice, Credit Memo, or Debit Memo tab, hover over the blank template, and then click Use.

  4. In the displayed HTML template editor, click the more options icon and then click Import.

  5. In the Import Template dialog that is displayed, perform the following steps:

    1. In the Template section, click the Click to Upload or Drop your file here link, navigate to the location of a template file, and click Open.
      You can also directly drag the local HTML template into the Template section.

    2. Click Save to save the uploading.
      The imported HTML template is displayed with the name of Blank Template - Copy.

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

The predefined HTML template is imported into the online editor. You can also use the editor to customize the imported template.