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Add Subscription Customer Name and Invoice Owner to Invoice

Boleary
Valued Scholar

Add Subscription Customer Name and Invoice Owner to Invoice

Is there a merge field that can be used to pull in the customer name and invoice owner from the Subscription object basic information?  

1 REPLY 1
Rajkumar
Zuora Support

Re: Add Subscription Customer Name and Invoice Owner to Invoice

Hi @Boleary 

 

Please accept our apologizes for the long delay in response to your query.

 

You can use the below fields in your Template to differentiate the Invoice Owner and Subscription Owner in your PDF.

 

  • "Account.Name" gives the value of Invoice Owner Name
  • "InvoiceItem.AccountName" & "InvoiceItem.AccountNumber" gives you the value of "Subscription Owner Name" and "Number" respectively

Below is the sample:

 

Subscription Detail:

 

Rajkumar_0-1617559728943.png

 

Template Setup:

 

Rajkumar_1-1617559755865.png

 

PDF:

 

Rajkumar_2-1617559795391.png

 

Please follow the below document for the available objects/fields for the Invoice Template - Invoice Template Merge Fields 

 

Thanks,

Raj

 

 

 






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