You can customize Zuora invoice templates to present billing information to your customers based on your company's requirements. This information can range from a simple summary to itemized details including usage information on the billing invoice. Zuora gives you the flexibility to customize and save multiple invoice templates and then assign any one of the templates to a customer account.
Using multiple and custom invoice templates is useful if you have different types of customers and your customer accounts are categorized in some way which requires different invoice information for each category. For example, you might want to have a different invoice for enterprise versus small and medium size businesses, a different invoice for a customer in the United States versus in Europe, or have a special invoice template for customers that require specific needs (such as non-standard information on their invoices). You can also customize invoice templates to include company logos and other graphics.
The following information will help you better understand invoice templates in Zuora:
Zuora allows you to create custom invoice templates, and then assign the template to a customer account.
To create a custom invoice template:
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Zuora does not produce account statements. Zuora invoice templates can be customized to have the look, feel and information of an account statement. You may set up your invoice template to include account balance information that is useful for creating statements. There are two fields that you can use to configure your invoices to show full statement information, including the previous account balance, and new balance based on the application of charges on the invoice.
You can include a transaction table on your invoice template to show your customer all the transactions (payments, adjustments, and refunds) which have been applied to the invoice. Using the Original Invoice Total (Invoice.Total merge field), the Transaction Table, and the Current Balance (Invoice.Balance merge field), you can provide your customers with a full view of their invoice’s history. We recommend that you use this Transaction Table instead of the separate Payments and Adjustments table on your invoices in order to show the complete view of all transactions.
For further customization details and an appendix of all the available Zuora Objects and Fields, navigate to Settings > Z-Billing Settings > Manage Invoice Rules and Templates. Download the instructions from the link on that page to learn how to further customize your invoice templates.