Sample template used to hide all discount items from charge details and display discount information inline with the charge amount.ĭ.B2C Sample invoice templateĭefault sample invoice template, which you can customize as needed.ĭ.B2B

The templates can work as expected, so you can ignore '!Syntax Error'.

Some sample templates show '!Syntax Error' in the Tax and TOTAL fields because the corresponding formula contains merge fields. Note that invoice templates are set at the customer level, not at the product level. The Mail Merge functionality provides a great framework to make changes to the look and feel of the invoice template. The design for the invoice template is focused on flexibility and ease of use for the business user. You can also use merge fields to display only the billing and payments information you want your customers to see. You can customize your invoice templates to have your company's look and feel (including adding your company's logo). Invoice templates are used to generate PDF invoices for your bills. With Zuora Billing, you can easily create and manage your invoice templates.

Configure invoice template for a customer in the API.

Configure invoice template for a customer in the UI.

How to ensure a customer always uses the default template.

Edit system default template or copied default template.

Switch the default custom invoice template.

Relationship with the default custom invoice template.

Use your invoice template to create an account statement.

Create custom Word templates for invoices

Sample invoice word doc