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Can we create 1 Template for Invoice, Credit Memo and Debit Memo

Jayaram
Savvy Scholar

Can we create 1 Template for Invoice, Credit Memo and Debit Memo

Dear Team,

 

Can we create 1 Invoice template for Invoices, Credit Memo, and Debit Memo?

Instead of creating 3 different templates, having 1 template will be helpful and easy to handle when there are multiple business entities.

Has anybody done something similar? First of all is it possible, does Zuora allows us to do that?

 

Thanks

 

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1 REPLY 1
Rajkumar
Zuora Support

Re: Can we create 1 Template for Invoice, Credit Memo and Debit Memo

Hi @Jayaram 

 

Thanks for contacting Zuora. Using of Single Template for Invoice, Credit Memo and Debit Memo is not supported in Zuora as there were 3 separate objects. 

 

Supported Objects/fields for Invoice/Credit Memo/Debit memo templates are as follows:

 

Invoice Template:

https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/IA_Invoices/Creating_a_Custom_Invoice...

 

Credit Memo Template:

https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/B_Credit_and_Debit... 

 

Debit Memo Template:

https://knowledgecenter.zuora.com/Billing/Billing_and_Payments/Invoice_Settlement/B_Credit_and_Debit... 

 

Thanks,

Raj






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