Invoice templates

📝 Note: This feature only supports invoice template customizations. Document Builder, which supports both invoice and quote template customizations, might be available on your marketplace. See Document Builder.

Marketplace Managerscan create, edit, and manage PDF invoice templates for every language a marketplace supports, to meet marketplace billing, localization, and branding requirements. You can configure default templates, or use the native JavaScript Object Notation (JSON) editor and flexible template schema to edit the default templates with tailored layouts, text, data, images, and formatting styles. You can also edit templates with the visual editor.

Users can download PDF invoices when they navigate as follows, depending on their roles:

• Manage > Account > View recent invoices > {invoiceID}.
• Manage > Account > Billing > Invoices > {invoiceID}.
• Account > View recent invoices > {invoiceID}.
• Account > Billing > Invoices > {invoiceID}.

The Invoice templates feature is AppDirect-enabled. Contact your AppDirect technical representative to request it.

📝 Note: After AppDirect enables the invoice templates feature, the AppDirect platform uses default templates to generate PDF invoices when users download them. We recommend you immediately configure and test the default template for each language your marketplace supports to avoid, for example, logo images on PDF invoices. See Configure and test default templates.

This section includes the following topics:

• Manage invoice templates
• Segment invoice templates
• Configure and test default templates
• Customize default templates
• Invoice template JSON introduction