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How to set an invoice template as the default?

How do I set an invoice template as the default?






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Re: How to set an invoice template as the default?

Please follow below steps to make an invoice template as default invoice template.

 

    • In Zuora UI, go to Settings -> Z-Billing Settings -> Manage Invoice Rules and Templates, click on add new template and add the newly created one.original1.png
    • Now click on “make default” for the invoice template you want to set as default as below.original3.png
    • Noif you see the “System Default Template”, it will show as copied from the newly one, so it is now the default invoice template. original2.png

 

 






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Support SME

Re: How to set an invoice template as the default?

Please follow below steps to make an invoice template as default invoice template.

 

    • In Zuora UI, go to Settings -> Z-Billing Settings -> Manage Invoice Rules and Templates, click on add new template and add the newly created one.original1.png
    • Now click on “make default” for the invoice template you want to set as default as below.original3.png
    • Noif you see the “System Default Template”, it will show as copied from the newly one, so it is now the default invoice template. original2.png

 

 






If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √

View solution in original post