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Workflow of custom templates

Learn how to create and customize HTML templates for billing documents by configuring various components such as rows, columns, text, and more.

Use the following instructions to start creating your own HTML template for the billing documents.

First, create HTML templates . Then, you can customize the HTML templates by configuring the following components:

  • Configure rows and columns in HTML templates

  • Configure text and merge fields in HTML templates

  • Configure barcodes in HTML templates

  • Configure fonts in HTML templates

  • Configure data tables in HTML templates

  • Configure images in HTML templates

  • Configure HTML codes in HTML templates

  • Define date and numeric formats in HTML templates

  • Use custom objects in HTML templates

  • Configure headers and footers in HTML templates

  • Configure overall style for HTML templates