Summary Statement Settings

Learn how to retrieve, update, and delete Summary Statements through the Settings API.

Get a specific summary statement template

To get a specific template for a summary statement, see the following request and a sample 200 response.

HTTP request:

GET https://rest.zuora.com/settings/summary-statement-templates/{templateKey}

The request parameter for this request is as follows:

templateKey - The template ID or template number

Response body:

{
   "name": "summaryStatementTemplate2",
   "defaultTemplate": false,
   "base64EncodedTemplateFileContent": "eyJodG1sQ29udGVudCI6ICI8cD5BY2NvdW50TnVtYmVyOnt7U3VtbWFyeVN0YXRlbWVudC5BY2NvdW50LkFjY291bnROdW1iZXJ9fTwvcD48cD5TdGF0ZW1lbnROdW1iZXI6e3tTdW1tYXJ5U3RhdGVtZW50LlN0YXRlbWVudE51bWJlcn19PC9wPiJ9",
   "templateFormat": "HTML",
   "associatedToBillingAccount": false,
   "templateNumber": "SSTEMP-00000002",
   "id": "40288186916939740191697fc3b206c6",
   "updatedOn": "2024-08-19T00:22:41.000-07:00"
}

Get all templates for summary statement

To get all templates for a summary statement, see the following request and a sample 200 response.

HTTP request:

GET https://rest.zuora.com/settings/summary-statement-templates

The request parameter for this request is as follows:

templateKey - The template ID or template number

Response body:

[
   {
       "name": "summaryStatementTemplate2",
       "defaultTemplate": false,
       "templateFormat": "HTML",
       "associatedToBillingAccount": false,
       "templateNumber": "SSTEMP-00000002",
       "id": "40288186916939740191697fc3b206c6",
       "updatedOn": "2024-08-19T00:22:41.000-07:00"
   },
   {
       "name": "summaryStatementTemplate3",
       "defaultTemplate": true,
       "templateFormat": "HTML",
       "associatedToBillingAccount": false,
       "templateNumber": "SSTEMP-00000003",
       "id": "40288186916939740191698442b206d8",
       "updatedOn": "2024-08-19T00:22:41.000-07:00"
   }
]

Create a new summary statement template

To create a template for a summary statement, see the following request and a sample 200 response.

HTTP request:

POST https://rest.zuora.com/settings/summary-statement-templates

Request parameters:

name - The name of the summary statement template.
templateFormat - The format of the template. Currently, only ‘HTML’ is supported.
defaultTemplate - Indicates whether this template is the default template.
base64EncodedTemplateFileContent - The content of the template encoded using the Base64 algorithm. This allows for safe transmission of binary data in a text format.

Request body:

{
   "name": "summaryStatementTemplate3",
   "templateFormat": "HTML",
   "defaultTemplate": true,
   "base64EncodedTemplateFileContent": "eyJodG1sQ29udGVudCI6ICI8cD5BY2NvdW50TnVtYmVyOnt7U3VtbWFyeVN0YXRlbWVudC5BY2NvdW50LkFjY291bnROdW1iZXJ9fTwvcD48cD5TdGF0ZW1lbnROdW1iZXI6e3tTdW1tYXJ5U3RhdGVtZW50LlN0YXRlbWVudE51bWJlcn19PC9wPiJ9"
}

Response body:

{
   "name": "summaryStatementTemplate4",
   "defaultTemplate": true,
   "base64EncodedTemplateFileContent": "eyJodG1sQ29udGVudCI6ICI8cD5BY2NvdW50TnVtYmVyOnt7U3VtbWFyeVN0YXRlbWVudC5BY2NvdW50LkFjY291bnROdW1iZXJ9fTwvcD48cD5TdGF0ZW1lbnROdW1iZXI6e3tTdW1tYXJ5U3RhdGVtZW50LlN0YXRlbWVudE51bWJlcn19PC9wPiJ9",
   "templateFormat": "HTML",
   "associatedToBillingAccount": false,
   "templateNumber": "SSTEMP-00000004",
   "id": "402881869169397401916dc2848b1aa2",
   "updatedOn": "2024-08-19T20:09:10.158-07:00"
}

Update a specific summary statement template

To update a template for a summary statement, see the following request and a sample 200 response.

HTTP request:

PUT https://rest.zuora.com/settings/summary-statement-templates/{templateKey}

Request parameters:

name - The name of the summary statement template.
templateFormat - The format of the template. Currently, only ‘HTML’ is supported.
defaultTemplate - Indicates whether this template is the default template.
base64EncodedTemplateFileContent - The content of the template encoded using the Base64 algorithm. This allows for safe transmission of binary data in a text format.

Request body:

{
   "name": "summaryStatementTemplate2",
   "templateFormat": "HTML",
   "defaultTemplate": true,
   "base64EncodedTemplateFileContent": "eyJodG1sQ29udGVudCI6ICI8cD5BY2NvdW50TnVtYmVyOnt7U3VtbWFyeVN0YXRlbWVudC5BY2NvdW50LkFjY291bnROdW1iZXJ9fTwvcD48cD5TdGF0ZW1lbnROdW1iZXI6e3tTdW1tYXJ5U3RhdGVtZW50LlN0YXRlbWVudE51bWJlcn19PC9wPiJ9"
}

Response body:

{
   "name": "summaryStatementTemplate2",
   "defaultTemplate": false,
   "base64EncodedTemplateFileContent": "eyJodG1sQ29udGVudCI6ICI8cD5BY2NvdW50TnVtYmVyOnt7U3VtbWFyeVN0YXRlbWVudC5BY2NvdW50LkFjY291bnROdW1iZXJ9fTwvcD48cD5TdGF0ZW1lbnROdW1iZXI6e3tTdW1tYXJ5U3RhdGVtZW50LlN0YXRlbWVudE51bWJlcn19PC9wPiJ9",
   "templateFormat": "HTML",
   "associatedToBillingAccount": false,
   "templateNumber": "SSTEMP-00000002",
   "id": "40288186916939740191697fc3b206c6",
   "updatedOn": "2024-08-19T20:14:33.852-07:00"
}

Deletea specific summary statement template

To delete a specific summary statement template, the template key of the summary statement is required as a path parameter. See the following request and a sample of 200 response.

HTTP request:

DELETE https://rest.zuora.com/settings/summary-statement-templates/{templateKey}

Response body:

{
    "success": true
}