Zuora Invoice Template

Wanted to share with the community the recent enhancements we made to our quote and invoice templates for zuora. In order to have a barcode on your invoice you need to use a barcode merge field in your template. The template file and settings for system default template depend on whether or not you have uploaded any custom invoice templates.

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Creating A Custom Invoice Template Zuora

Invoice Introduction Zuora

Why avoid complex templates.

Zuora invoice template. When many pdfs are in the generation process all new requests will be in pending status. When generating these invoice documents fields in the invoice template are replaced with the actual data about the organization customer product and subscription. With the example translation profile below the two merge fields would render translated values since these were the only two provided in the translation profile. In this topic well introduce the upstream tasks you need to include and configurations you need to make if you want to use html invoice templates.

With the custom invoice task you can generate invoices using an invoice template that is built with html tags css javascript and liquid. The only option we have is to combine multiple data extracts match the data and. Zuora supports multi level nested tables within the usage charges or invoice items table. If you have not uploaded any custom invoice templates your system default template is set as the standard zuora template file that is available to download on the manage invoice rules and templates page.

Barcode merge fields on invoice templates. Invoice templates are used to generate customer ready invoice documents in zuora quotes. We use the invoiceitemaccountnameaccountname field in the invoice template with nested tables to get to the child account name and child detail but cannot get that field in reports or data sources to create reporting or use zuoras scheduled reports feature. You can configure your invoice templates to display usage charges and invoice items in nested tables.

Remember user name login. Ever since we first implemented zuora we have attempted to maintain one template to rule them all. Now you can manage invoice template files and generate invoice pdf as described in customize invoice templates using word mail merge. Complex templates take a long time to generate invoice pdf which can be as long as hours.

Currently zuora supports up to five barcode merge fields per invoice template. Use nested tables to group and subtotal complex usage charges and invoice items by any supported merge field or custom field. We did not want the hassle or the inconsistencies of managing 3 4 templates for t.