> ## Documentation Index > Fetch the complete documentation index at: https://docs.paypal.ai/llms.txt > Use this file to discover all available pages before exploring further. # Templates Templates let you save reusable invoice details such as your business information, standard line items, payment terms, and display preferences so you don't have to repeat them every time you create an invoice. You can create up to 50 templates per merchant account. Every account starts with three PayPal system templates pre-optimized for `QUANTITY`, `HOURS`, and `AMOUNT` billing. ## Templates API Templates are managed through five endpoints covering the full create, read, update, and delete lifecycle. Use `POST` to create a new template, `GET` to retrieve either a single template by ID or your full list, `PUT` to fully update an existing template, and `DELETE` to remove one. All template endpoints are scoped to `/v2/invoicing/templates` and require a valid `Bearer` token. For the complete request and response schemas, see the [Invoicing API reference](/reference/api/rest/invoices/list-invoices). | Method | Endpoint | Description | | -------- | --------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------- | | `POST` | `/v2/invoicing/templates` | Create a new template. | | `GET` | `/v2/invoicing/templates` | List all templates. Use `?fields=all` for full details or `?fields=none` for name, ID, and default flag only. | | `GET` | `/v2/invoicing/templates/{template_id}` | Show details for a single template. Use `@default` as the ID to retrieve the current default template. | | `PUT` | `/v2/invoicing/templates/{template_id}` | Fully update a template by ID. Doesn't support partial updates, so you'll need to include the complete template object. | | `DELETE` | `/v2/invoicing/templates/{template_id}` | Delete a template by ID. Returns `HTTP 204 No Content`. Can't be used on PayPal system templates where `standard_template` is `true`. | ## Template object The following fields make up the template object. | Field | Type | Required | Description | | ------------------- | ------- | --------- | ------------------------------------------------------------------------------------------------------------------------------------------------------- | | `id` | string | Read-only | The PayPal-generated template ID (`TEMP-XXXXXXXXXXXX`). | | `name` | string | Required | A merchant-defined name for the template. Shown in the dashboard and template list. | | `default_template` | boolean | Optional | If `true`, this template is used as the default when creating invoices. Only one template can be the default at a time. Default: `false`. | | `template_info` | object | Optional | The invoice details are pre-populated by this template. See [**template\_info**](#template-info) for more information. | | `settings` | array | Optional | Display rules that control which fields are shown or hidden on invoices created from this template. See [**settings**](#settings) for more information. | | `unit_of_measure` | string | Optional | The unit of measure for line items. Values: `QUANTITY`, `HOURS`, `AMOUNT`. Default: `QUANTITY`. | | `standard_template` | boolean | Read-only | If `true`, this is a PayPal system template and can't be deleted. | | `links` | array | Read-only | HATEOAS links for available actions on the template, for example, `self`, `delete`, `replace`. | ### template\_info The invoice data stored in the template shares the same structure as the invoice object. See the most commonly used fields. | Field | Type | Description | | -------------------- | ------ | -------------------------------------------------------------------------------------------------------------------------------------- | | `detail` | object | Default invoice detail including `currency_code`, `note`, `terms_and_conditions`, `memo`, `reference`, and `attachments`. | | `invoicer` | object | The merchant's business information, including name, address, email, phone, logo URL, and tax ID. | | `primary_recipients` | array | Default recipient billing and shipping information. | | `items` | array | Default line items with name, quantity, unit amount, tax, and unit of measure. | | `configuration` | object | Default invoice configuration including `allow_tip`, `tax_calculated_after_discount`, `tax_inclusive`, and `partial_payment` settings. | | `amount` | object | Default amount breakdown including shipping, custom charges, and discount. | ### settings An array of display rules controlling field visibility on invoices created from this template. Each entry contains a `field_name` and a `display_preference` object with a single `hidden` boolean. Set `hidden: true` to hide the field, or `hidden: false` to show it. Supported `field_name` values: | Value | Description | | ------------------- | --------------------------------------------------- | | `items.date` | The date column on line items. | | `items.description` | The description column on line items. | | `items.discount` | The per-item discount field. | | `items.tax` | The per-item tax field. | | `discount` | The invoice-level discount field. | | `shipping` | The shipping charge field. | | `custom` | The custom charge field, for example, packing fees. | ## Create a template Creates a new invoice template. A successful request returns `HTTP 201 Created` and the template object if you set `Prefer: return=representation`. ### Request ```bash theme={null} curl -v -X POST https://api-m.sandbox.paypal.com/v2/invoicing/templates \ -H 'Content-Type: application/json' \ -H 'Authorization: Bearer ACCESS-TOKEN' \ -d '{ "name": "Standard Services Invoice", "default_template": true, "unit_of_measure": "HOURS", "template_info": { "detail": { "currency_code": "USD", "note": "Thank you for your business.", "terms_and_conditions": "Payment due within 30 days.", "memo": "Internal reference only" }, "invoicer": { "name": { "given_name": "David", "surname": "Larusso" }, "address": { "address_line_1": "1234 First Street", "admin_area_2": "Anytown", "admin_area_1": "CA", "postal_code": "98765", "country_code": "US" }, "email_address": "merchant@example.com", "logo_url": "https://example.com/logo.PNG" }, "items": [ { "name": "Consulting", "description": "Hourly consulting services.", "quantity": "1", "unit_amount": { "currency_code": "USD", "value": "150.00" }, "tax": { "name": "Sales Tax", "percent": "7.25" }, "unit_of_measure": "HOURS" } ], "configuration": { "tax_calculated_after_discount": true, "tax_inclusive": false, "allow_tip": false } }, "settings": [ { "field_name": "items.date", "display_preference": { "hidden": false } }, { "field_name": "custom", "display_preference": { "hidden": true } }, { "field_name": "shipping", "display_preference": { "hidden": true } } ] }' ``` ### Response ```json theme={null} { "id": "TEMP-19V05281TU309413B", "name": "Standard Services Invoice", "default_template": true, "unit_of_measure": "HOURS", "standard_template": false, "links": [ { "href": "https://api-m.paypal.com/v2/invoicing/templates/TEMP-19V05281TU309413B", "rel": "self", "method": "GET" }, { "href": "https://api-m.paypal.com/v2/invoicing/templates/TEMP-19V05281TU309413B", "rel": "delete", "method": "DELETE" }, { "href": "https://api-m.paypal.com/v2/invoicing/templates/TEMP-19V05281TU309413B", "rel": "replace", "method": "PUT" } ] } ``` Save the returned `id` to reference this template when listing, updating, or associating it with an invoice through `configuration.template_id`. Create and send your first invoice using the PayPal Invoicing API. See how templates fit into common invoicing workflows. Explore the full schema for the template object and all other Invoicing API objects.