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 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 cannot be set outside of Invoice Templates
For subscription invoices, customize invoice values without interacting directly with the invoice

Set up templates

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

In your Billing settings, select the Invoice templates tab.
Click + Create template.
Enter a name for your template.
Specify values for the fields you want to include in the template. Templates support the memo, footer, and custom fields.
Optionally, you can define one or more line item groups using Common Expression Language (CEL) expressions.
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 templates to invoices

In the Dashboard, you can apply a template to invoices in a few 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

If you use a subscriptions or invoicing integration, you can apply templates via the Invoicing and Customer APIs:

When you create a draft invoice using the Invoicing API
When you create or update a customer using the Customer API, to apply to all future invoices, including subscription-generated invoices, associated with that customer

Note

You can’t use the API to apply invoice templates directly to subscriptions, subscription schedules, or quotes. Instead, you can attach a template to a customer to apply to all future invoices associated with that customer, or apply a template to invoices while they’re in draft status.

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:

Priority	Setting	Method
1	On the invoice	Dashboard or API
1	On the subscription	Dashboard only
2	Template applied to the invoice	Dashboard or API
2	Template applied to the subscription	Dashboard only
3	Template attached to the customer	Dashboard or API
4	Invoice settings on the customer	API only
5	Invoice settings on the account	Dashboard only

Note

Defined invoice settings always apply unless overridden by a higher-priority setting. For example, consider a customer that has an attached invoice template. To create a one-time invoice for that customer without using the 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, consider a customer with an existing subscription where the customer has an attached invoice template, and no subscription template overrides it. If you update a value in the customer’s template, the new value applies to future invoices for that customer’s existing subscription.