Configure billing document templates
Zuora Billing allows you to easily create and manage your own templates for billing documents, including invoices, credit memos, and debit memos. For example, invoice templates are used to generate PDF invoices for your bills.
You can customize your billing document templates to have your company's look and feel (including adding your company's logo). You can also use merge fields to display only the billing and payments information you want your customers to see.
Zuora offers the following options to customize your billing document templates. Check the respective documentation based on your business needs.
- HTML templates (recommended)
- Word templates
Note that the billing document templates are set at the customer level, not at the product level.
- 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
- 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?