Edit JSON 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 edit user-defined templates (those they save and create). They cannot edit default templates.

When you edit a published (active) template, the edits do not publish automatically. They remain in draft until you publish the template again (see Publish templates).

To edit templates

  1. Go to . The Invoice templates list page opens.
  1. Do one of the following:
    • Click {userDefinedInvoiceName}. Then, click Edit JSON.
    • Click {userDefinedInvoiceName} | Gear icon | Edit JSON.

    The Edit JSON page opens.

  1. In the Editor console, edit the JSON.
  2. Click Validate. The Error console displays errors or a message that no errors are found.
  3. (Optional) Click Template. The template preview appears.
  4. (Optional) Click Preview PDF. The template preview with mock data appears.
  5. Do one of the following:
    • When errors are found, edit the JSON to resolve them.
    • When no errors are found, click Save Changes.
  1. (Optional) Publish the template. See Publish templates.