Invoice rendering templates

Use invoice rendering templates to personalize your invoice appearance for different customers

You can tailor content on your invoices for specific groups of customers. Examples might include:

• Displaying specific text in your invoice’s footer field for customers from a particular country
• Displaying a specific memo note for customers with a particular revenue channel
• Grouping line items in a certain manner for customers with complex transactions

This guide describes how you can use invoice rendering templates to:

• Store and reuse common values for invoice fields instead of entering them for every relevant invoice
• Store, manage, and update invoice field values that apply to large sets of customers
• Configure Line Item Grouping rules, which can’t be set outside of invoice rendering templates
• For subscription invoices, customize invoice values without interacting directly with the invoice

Set up invoice rendering templates

You can create invoice rendering templates only in the Dashboard. You can’t create them using the API.

1. In your Billing settings, select the Invoices > Templates tab .
2. Click + Create template .
3. Enter a name for your template.
4. Specify values for the fields you want to include in the template. Invoice templates support the memo, footer, and custom fields.
5. Optionally, you can define one or more line item groups using Common Expression Language (CEL) expressions .
6. To see a preview of your template, enter the ID of an applicable invoice in the Invoice ID field of the Preview pane. However, any values set directly on that invoice override the corresponding template value. For example, if that invoice has a footer value, the preview displays the invoice’s footer, not the template’s footer.

Apply invoice rendering templates to invoices

In the Dashboard, you can apply a template to invoices in the following ways:

• In the Invoice editor
• In the Subscriptions editor, to apply to all invoices associated with the subscription
• In a customer’s invoice settings, to apply to all future invoices associated with that customer

Override and update templates

You can configure invoice footer, memo, and custom field values in multiple places. When multiple values can apply to an invoice field, they’re prioritized in the following order, from highest to lowest:

Note

Defined invoice settings always apply unless overridden by a higher-priority setting. For example, to create a one-time invoice for a customer that overrides the customer’s attached template, you must either apply a different template to the invoice or set the invoice values directly.

When you update or replace a template, the new values apply to all future invoices associated with the template. For example, if you update a value in a customer’s template, the new value applies to all future invoices for that customer’s existing subscriptions unless the subscription template overrides it.