Have subtotal by charge model in invoice template

[hanah61]

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.

[yamasaki1ma]

Hi @hanah61

Rather than manipulating InvoiceItem on Nested Table, I found that there is something you want in Invoice's Merge Field:

https://knowledgecenter.zuora.com/CB_Billing/IA_Invoices/Creating_a_Custom_Invoice_Template/Merge_Fi...

• Invoice.SubTotalOneTimeChargeAmount
• Invoice.SubTotalRecurringChargeAmount

Unfortunately, I have never used these Merge Fields myself.
If you try these, please tell me the results!

[kevin_lussie]

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 

[hanah61]

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.