Segment 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. For more information, see Document Builder.

Marketplace Managers can assign PDF invoice templates to specific customer segments. This enables Marketplace Managers to customize invoices with content and design features that meet the needs of specific customer groups.

*Prerequisite

Before you can assign templates to customer segments, you need to create at least one segment folder, and at least one segment within the folder. For more information on segments, see Segments.

This section includes the following topics:

Create segmented invoice templates

Edit invoice template segments

Prioritize invoice templates