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Upload Billing Document Templates

Zuora

Upload Billing Document Templates

The Invoice Settlement feature is in Limited Availability. This feature includes Unapplied Payments, Credit and Debit Memo, and Invoice Item Settlement. If you want to have access to the feature, submit a request at Zuora Global Support

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

To upload a billing document template:

  1. Click your username at the top right and navigate to 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.