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Re: summary TaxItem

Zuora Support

Re: summary TaxItem

Hi @MAC2 @jlastruck @sumitbahukhandi @ASchwarz 


As mentioned earlier GroupBy Filter cannot be used with any other tables except Invoice Item. However, we can group the Tax Item table by using Nested Tables


I have worked on this scenario in my personal tenant and below are the results:


Invoice Detail:


GroupBy TaxItem 2.JPG


Invoice Template Setup:


GroupBy TaxItem 1.JPG


Invoice PDF:


GroupBy TaxItem 3.JPG


I have attached the sample template here which I used to test. Please check and feel free to let me know if you have further questions.



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