Get started with HTML templates
Learn how to design and customize HTML templates for billing documents using Zuora's online editor.
The HTML Templates feature provides key capabilities to design and customize HTML templates online for billing documents, including invoices , credit memos , and debit memos . All public Zuora objects and fields are available for presence on the template, including custom objects and custom fields.
Zuora provides an online HTML template editor for you to manage HTML templates for billing documents according to business demands.
HTML template editor
In the online HTML template editor, you can switch between the Edit mode and Preview mode.
In Edit mode, you can create and customize HTML templates for billing documents according to business demands.
The online HTML template editor in Edit mode mainly consists of the following tabs to provide customization capabilities:
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In the Contents tab, you can drag and drop different components from the tab to the editor to define content components included in templates.
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In the Blocks tab, you can easily define the headers and footers used in the template. You can also use prebuilt design blocks to organize your template content flexibly.
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In the Body tab, you can configure different settings to customize the default overall template style and appearance, including the text color, background color, content alignment, and font.
In Preview mode, you can select an account and a billing document to preview the rendered PDF file online. For more information, see Preview billing documents in HTML templates .