Bill your customers
- Configure HTML templates for billing documents
- Provides a list of articles to help you learn how to use the HTML Templates feature.
- Get started with HTML templates
- Select default template for billing documents
- Manage HTML templates
- Customize HTML templates
- Common use cases of HTML Templates
- Enable multilingual support in HTML billing document templates
- Additional resources on HTML Templates
- Merge field syntax for HTML templates
- Merge field mapping for billing documents
- Automate billing document generation
- Introduces features that can help you to automate the generation of billing documents.
- Bill for usage or prepaid products
- Introduces features that can help you manage your consumption-based subscription business.
- Bill for both subscription and non-subscription transactions
- Introduces the features that can help you unify the billing experience for both subscription and non-subscription offerings.
- Flexible Billing
- Introduces the features you can use to manage billing, taxation. and payments at a more granular level other than the account level.
- Manage invoices
- Introduces the changes that you can make to invoices before payment is collected, such as canceling, splitting, or deleting invoices.
- Adjust invoice amounts
- Introduces features that can adjust the invoice amounts for your customers to pay.
- E-Invoicing
- Introduces what are electronic invoices and Zuora's support for electronic invoicing (e-invoicing).
- Create Word templates for invoices
- Provides a table of contents for articles related to invoices
- Overview of creating Word template
- Customize billing document templates using Word Mail Merge
- Avoid complex invoice templates
- Enable multilingual support in Word billing document templates
- Define date and numeric formats for Mail Merge fields
- Summarize invoice items
- Change the sort order on a table
- Display usage charge breakdown
- Display previous transactions data in Word
- Conditional logic (IF fields)
- Embed images into invoice templates
- Display custom fields on the invoice
- Configure the transaction table
- Configure the Subscription or Rate Plan Summary table
- Using barcodes in templates for invoices
- Grouping and subtotal functions in nested tables
- Troubleshooting custom Word invoice templates
- How do I specify a sort order on the invoice?
- Merge fields for invoices
- Merge fields supported in IF fields on invoice templates
- Fonts for Invoice File Generation service
- How do I change the currency symbol?
- Delivery-based Billing
- Introduces the features you can use to manage delivery-based billing.
- Account Summary Statement
- Allows you to generate periodic reports summarizing account transaction activities, including outstanding invoices, credit memos, and payments.
- Export Bulk PDF Files
- Compresses a large number of invoices, credit memos, and debit memo PDF(s) into ZIP files.