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Upload billing document templates


Upload billing document templates

You can upload your custom billing document (invoice, credit memo, and debit memo) template to Zuora.

To upload a billing document template, complete the following steps:

  1. Click your username at the top right corner and click Billing > Manage Billing Document Configuration.
  2. In the Manage Invoice, Credit/Debit Memo Templates tab, click Add new template.
  3. In the Name field, specify a name for the new template.
  4. From the Template Type list, select a template type.
  5. Click Choose File to select your template file.
  6. (Optional): Select the Do not display zero value invoice line items check box.
  7. Click save.