Edit e-invoice file templates for billing documents through the Zuora UI

Edit the basic information and contents of e-invoice file templates for billing documents through the Zuora UI.

After an e-invoice file template is created for a billing document, you can edit its basic information and template contents as needed.

To edit an e-invoice file template created for a billing document, perform the following steps:

Click your avatar in the upper right and click Settings > Billing .
On the Billing Settings page, click E-Invoice .
On the E-Invoice Settings page, scroll down to the Templates section.
To edit basic information about an e-invoice file template, perform the following steps:
1. In the corresponding row of the e-invoice file template, click the more options icon and then click Edit Basic Information .
2. In the displayed Create Template - Basic Info dialog, configure the basic template information and save the template.
To edit the content of an e-invoice file template, perform the following steps:
1. In the corresponding row of the e-invoice file template, click the Edit Content icon.
2. In the displayed e-invoice file template editor, customize and preview the e-invoice file template content, and then click Save in the upper right to save the e-invoice file template.

The corresponding e-invoice file template is edited for invoices, credit memos, or debit memos.

Welcome to Zuora Product Documentation