Happy Business Starts Here

Student

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.

3 REPLIES 3
Master

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:

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!

Zuora Staff

Re: Have subtotal by charge model in invoice template

Hi @hanah61

 

Below is a screen capture from my word template

Word Formatting

 

Below is a sample renered pdf

 

rendered pdf

 

Please try this to see if it solves your use-case. 

 

Word template is also attached. 

 

Cheers,

Kevin 

Student

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.