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Have subtotal by charge model in invoice template
Hello,
For my client, i urgently need to have the recurring charge displayed with their subtotal different from the one-time charge displayed with there specific subtotal.
Only the following columns are needed:
Product name
Service period
And then the subtotal ( for reccuring charge)
And then the same thing for one-time charges
I have tried nested table with no success.
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Re: Have subtotal by charge model in invoice template
Hi @hanah61
Rather than manipulating InvoiceItem on Nested Table, I found that there is something you want in Invoice's Merge Field:
- Invoice.SubTotalOneTimeChargeAmount
- Invoice.SubTotalRecurringChargeAmount
Unfortunately, I have never used these Merge Fields myself.
If you try these, please tell me the results!
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Re: Have subtotal by charge model in invoice template
Hi @hanah61
Below is a screen capture from my word template
Below is a sample renered pdf
Please try this to see if it solves your use-case.
Word template is also attached.
Cheers,
Kevin
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Re: Have subtotal by charge model in invoice template
Hello Thank you,
Sorry i didn't get back to you earlier. The subject was deprioritized at the time by the business, and just came back in scope.
I have tested and added some modifications:
- Conditional display of the service period for recurring charges only and not one time
The problem is that i only need the :
- Amount column
- The subtotal but WITHOUT TAX
- Total without TAX . In my country the Tax is usually calculated at the end only.
Is there a merge fied allowing to have these informations please?
Thank you.