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Nested Table based on Products on Invoice Item-Invoice Template

I want to summarize charges Product-wise and display on invoice. So that the Invoice display recurring add-on price as separate line item and Recurring-base product as separate line item.

 






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1 REPLY 1
Zuora Support Moderator

Re: Nested Table based on Products on Invoice Item-Invoice Template

The outer nested table is Grouped by SKU i.e. Products (Base or Add-on) and Sub-total on SKU

The inner table is grouped by SKU, ChargeType, RatePlanName and Service Period

 

«TableStart:InvoiceItem»

«NestedTable:GroupColumn InvoiceItem.Sku»

«NestedTable:ValueColumn InvoiceItem.Amou»

SKU-Number: «InvoiceItem.Sku»

Subtotal Amount: «InvoiceItem.AmountWithoutTax»

 

INVOICE SUMMARY

Charge Type

Subscription Identifier

Charge Detail

Service Period

Subtotal

Tax

TOTAL

«TableStart:InvoiceItem_2»

«TableFilter:GroupBy Sku,ChargeType,RateP»

«TableSort:InvoiceItem_2.ChargeType»

«InvoiceItem_2.ChargeType»

«InvoiceItem_2.SubscriptionNumber»

 

Charge Name: «InvoiceItem_2.Name»

Quantity: «InvoiceItem_2.Quantity»

«InvoiceItem_2.ServicePeriod»

«InvoiceItem_2.AmountWithoutTax»

«InvoiceItem_2.TaxAmount»

«InvoiceItem_2.ExtendedPrice»«TableEnd:InvoiceItem_2»

 

«TableEnd:InvoiceItem»

 

 

Output:The Invoice is first grouped product-wise and then the invoice item details are grouped based on product, Chargetype, Rateplanname and Service period

 

SKU-Number: SKU-00000048

Subtotal Amount: $400.00

 

 

INVOICE SUMMARY

Charge Type

Subscription Identifier

Charge Detail

Service

Period

Subtotal

Tax

TOTAL

 

 

 

One-Time

A-S00000246

 

Charge Name: One-time Set-up

Quantity: 1

Price: $100.00

01/01/2018

$200.00

$0.00

$200.00

 

 

 

Recurring

A-S00000246

 

Charge Name: ProdbyCatrecurring

Quantity: 1

Price: $200.00

01/01/2018-31/01/2018

$200.00

$0.00

$200.00

 

 SKU-Number: SKU-00000049

Subtotal Amount: $600.00

 

INVOICE SUMMARY

Charge Type

Subscription Identifier

Charge Detail

Service

Period

Subtotal

Tax

TOTAL

 

 

 

One-Time

A-S00000246

 

Charge Name: One-time

Quantity: 1

Price: $100.00

 

01/01/2018

$200.00

$0.00

$200.00

 

 

 

Recurring

A-S00000246

 

Charge Name: Recurring Add-on

Quantity: 1

Price: $400.00

 

01/01/2018-31/01/2018

$400.00

$0.00

$400.00

 

 

 

 






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