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

  Note:

  The maximum number of records that can be displayed across tables in a template is 25,000. If the template contains multiple tables, the combined total of all records must not exceed 25,000.

  Support for displaying up to 25,000 rows also depends on the total number of pages generated in the invoice PDF. To help minimize the number of pages, follow the recommendations mentioned in this section.

  • 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 padding).

  • Minimize the number of columns in the table (keep it to less than 5 columns).

  • Reduce the top and bottom margins to 5mm each for the page.

  • 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 .