Restrictions and limitations
The HTML Templates feature has specific restrictions, including limits on image uploads, merge fields, table configurations, and template size.
Restrictions and limitations
The HTML Templates feature has the following restrictions and limitations, specific to one single template:
Images
Maximum number of uploaded images: 50
Maximum size of an image to be uploaded: 200 KB
Supported image types: APNG (
.apng
), AVIF (.avif
), GIF (.gif
), JPG (.jpg
), JPEG (.jpeg
), JFIF (.jfif
), PJPEG (.pjpeg
), PJP (.pjp
), PNG (.png
), SVG (.svg
), and WEBP (.webp
)
Merge fields
When creating an HTML template, you must add at least one merge field before saving the template.
When defining merge fields in HTML templates, you must include the root object in merge fields, for example,
{{Invoice.Account.Name}}
or{{CreditMemo.AppliedAmount}}
.Invoice is the root object for invoice templates.
CreditMemo is the root object for credit memo templates.
DebitMemo is the root object for debit memo templates.
Tables
Use a smaller font size for the table data (for example, 8px).
Reduce the padding for the row cells in the table (for example, 3px).
Minimize the number of columns in the table (preferably fewer than 5 columns).
Maintain the top and bottom margins as low as possible.
Avoid using images in the header or footer to prevent a significant increase in the PDF file size.
Functions
Maximum number of fields supported by the
SortBy
function: 3Maximum number of fields supported by the
GroupBy
function: 6
Hyperlinks
For any hyperlinks in HTML templates, the protocol must be HTTPS.
Template size
Maximum size of an HTML template: 5 MB The uploaded images will be encoded and embedded into the HTML template, so they also contribute to the template size.
Fonts
To make sure uncommon currency symbols displayed on the generated PDF, use the Roboto font from the font family .
Data
Maximum number of records being processed in total: 1.5 million (the total records to load to generate an invoice, a credit memo, or a debit memo)
Maximum number of records that can be processed per object type: 1 million
Maximum number of items that can be displayed in a table: 25,000
Generated documents
If the billing document is using HTML Templates, no MS Word Document is generated even though you enable the Generate MS Word Document permission when setting Billing Roles .