Learn about creating and customizing invoice templates in Zuora Billing to reflect your company's branding and display specific billing information.

Overview of creating Word template

This topic guides you through customizing billing document templates, such as invoices and memos, using Microsoft Word Mail Merge.

Billing document templates customization using Word Mail Merge

Avoid using complex invoice templates with intricate programming logic or large tables to ensure efficient PDF generation and easy comprehension of key information.

Avoid complex invoice templates

Understand how to generate multilingual billing documents in PDF format using a single template, accommodating customers' language preferences.

Multilingual support in Word billing document templates

zuora-billing/bill-your-customer/billing-document-templates-configuration/create-word-templates-for-invoices/define-date-and-numeric-formats-for-mail-merge-fields/format-merge-fields-using-mail-merge-switches

Define date and numeric formats for Mail Merge fields

The topic summarizes invoice items using the GroupBy table filter to consolidate similar items and sum their values for a clearer invoice presentation.

Summarize invoice items

Explains how to define and control the sort order of charges on invoices using the TableSort field in your invoice template.

The sort order control on a table

This topic explains how to display a detailed breakdown of usage charges on invoices using the UsageSummary.RateDetail merge field, highlighting its benefits for tiered and volume-based models.

Display usage charge breakdown

Explains how to display and filter previous transaction data on invoices using the Previous Transactions table, including supported transaction types, date range filters, and starting balance calculations.

Display previous transactions data in Word

This topic covers information about  how to use conditional logic in invoice templates to customize displayed information based on customer data and charge attributes.

Conditional logic (IF fields)

Learn how to embed images into invoice templates using custom merge fields in Zuora.

Embed images into invoice templates

Understand how to display custom fields on your invoice PDFs by adding them to the template using their API names.

Custom fields display on the invoice

The Transaction table configuration in Zuora supports various transaction types, including Invoice, Payment, and Refund, with options for custom mapping and merge fields.

The transaction table configuration

Configure Subscription and Rate Plan Summary Tables to display metadata and financial details with customizable row views.

Subscription or Rate Plan Summary table configuration

Explore how to incorporate barcodes into your invoice templates using barcode merge fields, with support for up to five fields per template.

Using barcodes in templates for invoices

This topic covers information on configuring nested tables in invoice templates to group and subtotal usage charges and invoice items using merge fields.

Grouping and subtotal functions in nested tables

Explains how to about customizing the sort order on invoices using Zuora's invoice template features.

Sort order on the invoices

This topic provides an overview of merge fields for invoices, including their definitions and usage in conditional logic.

Merge fields for invoices

Explore the supported merge fields for use in IF fields on invoice templates, detailing the types of information that can be conditionally displayed.

Merge Fields Supported in IF Fields on invoice tempaltes

This topic lists the supported fonts for the new invoice file generation service, which can be used on custom invoice templates.

Fonts for Invoice File Generation service

Zuora Billing enables the creation and management of customizable billing document templates, such as invoices and memos, tailored to your company's branding and information needs.

Billing document templates configuration

Reference the merge field mapping guide for billing documents, detailing how to use field names and contextual data (e.g. invoice, customer, account) within HTML templates.

Merge field mapping for billing documents

Create Word templates for invoices

zuora-billing/bill-your-customer/billing-document-templates-configuration/create-word-templates-for-invoices

bill-your-customer/billing-document-templates-configuration/create-word-templates-for-invoices

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Set up templates, automate billing, adjust invoices, and apply advanced features to manage billing at scale

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