Publish templates

📝 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.

When users download PDF invoices, the marketplace references invoice templates in Active status to generate them. When Resellers publish a previously unpublished invoice template, the template status changes from Not Active to Active (the previously published template is deactivated and the status changes to Not active).

You can also edit published templates. The edits do not apply to invoice generation until you publish the templates again.

📝 Note:

• There must be at least one published template for each language that the marketplace supports, and there cannot be more than one.
• By default when marketplace enables the Invoice Builder feature, the default invoice templates are in Active status.
• You can publish default and user-defined templates.
• After you edit published templates, on the invoice template details page you can view the published version and the most recently updated version (which are the same when you have not edited templates since you published them).

To publish templates,

1. Go to Manage > Reseller > Settings > DOCUMENT BUILDER | Manage Templates. The Manage templates list page opens.
2. Click documentName. The invoice details page opens.
3. Click Publish. (The Publish button is unavailable when the template is published and you have made no edits since you last published it.) The following occurs:
   • When the template was inactive prior to being published, the invoice status changes to Active, the Publish button deactivates until you edit the template again, and the previously published (previously active) invoice template is deactivated and the status changes to Not active.
   • When the template was active and you are publishing edits to it, the invoice status remains Active. The Publish button deactivates until you edit the template again.