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How to display subscription notes on invoices

Zuora

How to display subscription notes on invoices

If you want to highlight the subscription notes on invoices, use the Text component in the HTML template editor to add the merge field code to display subscription notes. Two kinds of merge field code are available for you to use, depending on whether a single subscription or multiple subscriptions are displayed.

To display subscription notes on invoices from a single subscription, perform the following steps:

  1. In the Content tab of the HTML template editor, drag the Columns component into the HTML template.
    A Row block is displayed in the HTML template.

  2. In the HTML template, click the Row block, and then click Add Content in the block. 
    The Content tab is displayed in the right panel. 

  3. In the Content tab, drag the Text component into the HTML template.
    A Text block is displayed in the HTML template.

  4. If you want to display the notes on the first subscription among all subscriptions that are associated with the invoice items, input the following merge field code in the Text block.

    {{#Invoice.InvoiceItems|Map(Subscription)|First(1)}}
    Subscription Number: {{Name}}
    Notes: {{Notes}}
    {{/Invoice.InvoiceItems|Map(Subscription)|First(1)}}
    
    Alternatively, if you want to display the notes on all subscriptions that are associated with the invoice items one by one, input the following merge field code in the Text block.
    {{#Invoice.InvoiceItems|Map(Subscription)|Uniq}}
    Subscription Number: {{Name}}
    Notes: {{Notes}}
    {{/Invoice.InvoiceItems|Map(Subscription)|Uniq}}
    
  5. Click Preview, and select an account and an invoice in the Preview Settings section to preview the corresponding PDF file.
    If one subscription has notes, you can see the subscription notes on the invoice.