Upload an invoice template
Learn how to upload an invoice template to Zuora by following these steps.
Ensure that you have created an invoice template.
- Click your username at the top right and navigate to .
- In the Manage Invoice, Credit/Debit Memo Templates tab, click Add New Word Template.
- Enter a name for the template in the Name field.
- (Optional): In Template Number , enter a natural or external key to support CRUD operations.
- Select Invoice, Credit Memo, or Debit Memo as the Template Type.
- Click Choose File in Invoice Template to browse and upload a word document as your template file.
- (Optional): Select Do not display zero value invoice line items .
- Click save .
If you have the Invoice Settlement feature enabled, see Upload Billing Document Templates for steps on how to upload invoice templates.