Invoices with an assigned invoice template

If an invoice already has an assigned invoice template, changing the invoice template on the account does not affect PDF regeneration for that invoice. When you regenerate the PDF, the invoice continues to use its assigned template.

This applies in the following cases:

• Invoices generated from subscriptions with a specified invoice template: If a subscription has an invoice template specified, the invoice inherits that template when it is generated. The same template is then used for later PDF regeneration.

• Invoices generated when the billing rule is enabled: If the billing rule Copy billing attributes from accounts to billing documents when no attributes are specified on subscriptions is set to Yes, Zuora copies the account-level invoice template to the invoice when the invoice is generated. Later changes to the account-level invoice template do not affect PDF regeneration for that invoice.

• Invoices generated from order line items (OLIs): Invoices generated from order line items always have an invoice template assigned when they are generated. The invoice uses that assigned template for later PDF regeneration, even if you change the invoice template on the account afterward.

Invoices without an assigned invoice template

If an invoice does not have an assigned invoice template, changing the invoice template on the account does affect PDF regeneration. When you regenerate the PDF, Zuora uses the current invoice template configured on the corresponding account.

This applies to invoices generated from subscriptions when both of the following are true:

• No invoice template is specified on the subscription.

• The billing rule Copy billing attributes from accounts to billing documents when no attributes are specified on subscriptions is set to No.

In this case, the invoice template field remains empty when the invoice is generated.