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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: 3

    • Maximum 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 .