Add new 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.

can add new templates. This is an alternative workflow to creating a template by copying an existing template (see Copy templates). The outcome, however, is the same: a new invoice template with valid JSON. Valid JSON meets the requirements of the template JSON structure (see Invoice template JSON introduction).

To add new templates

  1. Go to . The Invoice templates list page opens.
  2. To save a new template, you must enter valid JSON. Do one of the following to download the JSON from which you want to start your new template:
    • Click invoiceName | Gear icon > Download JSON. The JSON for the template automatically downloads to your default local downloads folder.
    • Click JSON Structure. The JSON for the default template for the primary language of your marketplace automatically downloads to your default local downloads folder.

    Then, open the JSON file off-platform and copy the JSON.

  3. Click Add template. The New Template page opens.
  4. In the Name field, enter a name that is unique among the templates for the language with which you associate it (see next step).
  5. From the Language drop-down list, select the language you want to associate with this template.
  6. (Optional) To save an image to the and generate a URL for it that you can reference in the template JSON to display the image on invoices (see Build image components), do the following:
    1. Click Upload Image. A file explorer dialog opens.
    2. Navigate to and select the image.
    3. Click Open. The dialog closes.
    4. Next to the Upload image button, click the up arrow icon. The images list appears.
      • Image—Preview of the uploaded image.
      • Name—Image file name.
      • Generated URL—Unique URL that identifies the image storage location.
      • Upload date—Date the saved the file to the .
  7. In the JSON editor, paste the JSON you copied in step 2.
  8. Click Validate. The Error console displays errors or that no errors are found.
  9. Do one of the following:
    • When errors are found, edit the JSON to resolve the errors.
    • When no errors are found, click Create Template.