Invoice Templates in Zuora

Invoice Templates in Zuora

Video series: for anyone interested in an overview of invoice templates in Zuora and how to customize these templates to meet your business needs.

About this course

The videos in this series are designed for anyone interested in an overview of invoice templates in Zuora. With Zuora Billing, you can easily create and manage your invoice templates. Invoice templates are used to generate PDF invoices for your bills. You can customize your invoice templates to have your company's look and feel (including adding your company's logo). You can also use merge fields to display only the billing and payments information you want your customers to see. The design for the Invoice Template is focused on flexibility and ease of use for the business user. The Mail Merge functionality provides a great framework to make changes to the look and feel of the invoice template.

Course27 minutes

  • Overview of Invoice Templates
  • Invoice Template Types in Zuora
  • Invoice Templates "View By"
  • Invoice Templates "Group By"
  • Course Rating
  • Next Steps

About this course

The videos in this series are designed for anyone interested in an overview of invoice templates in Zuora. With Zuora Billing, you can easily create and manage your invoice templates. Invoice templates are used to generate PDF invoices for your bills. You can customize your invoice templates to have your company's look and feel (including adding your company's logo). You can also use merge fields to display only the billing and payments information you want your customers to see. The design for the Invoice Template is focused on flexibility and ease of use for the business user. The Mail Merge functionality provides a great framework to make changes to the look and feel of the invoice template.

Course27 minutes

  • Overview of Invoice Templates
  • Invoice Template Types in Zuora
  • Invoice Templates "View By"
  • Invoice Templates "Group By"
  • Course Rating
  • Next Steps