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How to configure taxation details tables in HTML invoice templates

Zuora

How to configure taxation details tables in HTML invoice templates

The HTML Templates feature is generally available for invoices as of Zuora Release 2022.02.R2, and for credit and debit memos as of Zuora Release 2022.05.R1.

This article demonstrates how to configure taxation details tables in HTML invoice templates through the Zuora UI.

To configure a taxation details table, perform the following steps:

  1. In the HTML invoice template editor, choose a blank row in the Blocks tab, and then drag the row into the HTML template.

  2. Click Add Content in the Rows block.
    The Content tab is displayed in the right panel.
  3. In the Content tab, drag the Data Table component into the HTML template. 

  4. Click the Data Table block in the HTML template.
    The Content panel is displayed on the right of the template editor.

  5. In the Data Table section, configure the following table information by adding different columns:
    1. From the Table Object list, select InvoiceItems: list of InvoiceItem, and then select TaxationItems: list of TaxationItem from the displayed drop-down list.

    2. In the Columns subsection, click Add in the Header column to add a column to the data table. 

    3. In the displayed Add Column dialog, configure the following column information:

      1. From the Field list, select a field that belongs to the Taxation object, for example, Name.
      2. In the Header field, enter a name for the selected field to display in the data table, for example, Tax Name.
      3. Click Add to save the column information.
        A column with the Tax Name header is added to the data table.
    4. In the displayed Add Column dialog, configure the following column information:

      1. From the Field list, select a field that belongs to the Taxation object, for example, TaxRate.
      2. In the Header field, enter a name for the selected field to display in the data table, for example, Tax Rate.
      3. Click Add to save the column information.
        A column with the Tax Rate header is added to the data table.
    5. Optional: When adding the Taxationitem.TaxAmoutfield, apply the Localise function to format the number. To learn about the details of the Localise function, see Functions used in merge fields.

    6. In the Columns subsection, click Add in the Header column, and configure the following information in the displayed Add Column dialog:

      1. From the Field list, select a joined object of the TaxationItem object, for example, InvoiceItem: InvoiceItem, and then select a field that belongs to the InvoiceItem object from the displayed drop-down list, for example, ChargeAmount.
      2. In the Header field, enter a header name for the selected field to display in the data table, for example, Charge Amount.
      3. Click Add to save the column information.
        A column with the Charge Amount header is added to the data table.
  6. In the HTML template editor, click Save to save the HTML invoice template with the taxation details table. 

The following image shows the taxation details table that is displayed in the HTML invoice template.

HTML_invoice_template_taxation_details_table.png