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Download template PDF files

📝 Note: Even if Document Builder is enabled and accessible through the user interface, additional one-time configuration might be required.
Go to Manage > Reseller > Settings.
- If DOCUMENT BUILDER appears in the left menu, contact your Marketplace Manager to confirm whether it is fully enabled (meets all configuration prerequisites).
- If DOCUMENT BUILDER does not appear in the left menu, contact your Marketplace Manager to request it.

Resellers can download default and user-defined invoice template JSON files to reference and edit offline. The default template JSON files are the same as the JSON structure file (see Invoice template JSON introduction).

To download JSON files from templates

  1. Go to Manage > Reseller > Settings > DOCUMENT BUILDER | Manage Templates. The Manage Templates page opens.
  2. From the Select template type drop-down list, select the type of template.
  3. Click documentName. The document details page opens.
  4. Under the Template Preview section, click PDF. Pause on the menu bar in the Template preview pane.
  5. Click the Download icon. The PDF of the invoice preview view (without mock data) automatically downloads to your local default downloads folder.

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