Invoice templates

Invoice templates allow you to control the layout, branding, and information displayed on invoices generated from your marketplace. By configuring invoice templates, you can ensure invoices are consistent, professional, and aligned with your business requirements.

When should you use Invoice Templates?

Use invoice templates when you need to:

• Control how invoices look and what information they display, without changing billing or pricing configuration.
• Apply consistent branding, formatting, or legal information across all invoices generated from your marketplace.
• Support different invoicing needs across products, billing flows, or customer contexts.
• Update invoice appearance or content independently of how charges are calculated.

If your goal is to manage the presentation and structure of invoices, invoice templates are the correct place to make those changes.

📝 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

Frequently asked questions (FAQs)

1. Can I add an image or logo to the invoice?
   Yes. You can add images such as logos to invoices by updating the header or footer sections within the invoice template. To add an image or logo,

   1. Go to Settings > Document Builder > Manage Templates.
   2. Set Template Type to Invoices.
   3. Select the template you want to edit. If you’re using the default template, first copy it, as the default can’t be edited.
   4. Click Edit Template.
   5. In the Design Builder, select Footer.
   6. Add a new section or edit an existing section.
   7. Add a component of type Image.
   8. Upload an image of your choice or select one from the image gallery.
   9. Use the formatting options to adjust size, alignment, and layout.
   10. Save your changes.
   11. Click Preview to verify your changes, and then click Publish to publish the changes.

   If you are unable to add an image,

   • Make sure the required images are uploaded before editing the template.

   • Copy the image source (URL) for each logo from the JSON configuration.

   • Replace the existing image source in the relevant components (header, footer) with the new image URLs.

2. When do changes to an invoice template take effect?
   Changes to an invoice template apply to invoices generated after the updated template is saved and active. Invoices that were already generated are not modified.

3. Can invoice templates be updated without affecting billing or pricing?
   Yes. Invoice templates control the layout and displayed information on invoices. Updating a template does not change how charges, prices, or taxes are calculated.

4. What type of information can be included in an invoice template?
   Invoice templates can include billing details, company and customer information, totals, taxes, and other invoice-related data needed for customer communication and record keeping.