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Merge field mapping between Word templates and HTML templates for invoices

Zuora

Merge field mapping between Word templates and HTML templates for invoices

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.

For most merge fields available in Word invoice templates, you can find their equivalents in HTML invoice templates.

This article provides a complete list of merge field mapping between Word templates and HTML templates for invoices. You can also download this CSV file that contains all merge field mapping information for reference.

Customer Account fields

The following table lists the mapping for Customer Account fields in Word invoice templates and HTML invoice templates.

Merge field in Word templates Equivalent in HTML templates
Account.AccountNumber Invoice.Account.AccountNumber
Account.Autopay Invoice.Account.AutoPay
Account.Balance Invoice.Account.Balance
Account.BillCycleDay Invoice.Account.BillCycleDay
Account.BillingBatch Invoice.Account.Batch
Account.CompanyCode Invoice.Account.TaxCompanyCode
Account.CreditBalance Invoice.Account.CreditBalance
Account.CrmId Invoice.Account.CrmId
Account.Currency Invoice.Account.Currency
Account.CustomerSupportRepName Invoice.Account.CustomerServiceRepName
Account.DefaultPaymentMethod Account.DefaultPaymentMethodId
Account.MRR Invoice.Account.Mrr
Account.Name Invoice.Account.Name
Account.NewBalance {{#Wp_Eval}}
"{{Invoice.Status}}" == "Draft"
? {{Invoice.Account.Balance}} + {{Invoice.Balance}}
: {{Invoice.Account.Balance}}
{{/Wp_Eval}}
Account.Notes Invoice.Account.Notes
Account.Parent.Name Invoice.Account.Parent.Name
Account.PaymentTerm Invoice.Account.PaymentTerm
Account.PaymentMethodMandateId Invoice.Account.DefaultPaymentMethod.MandateID
Account.PreviousBalance {{#Wp_Eval}}
"{{Invoice.Status}}" == "Draft"
? {{Invoice.Account.Balance}}
: {{Invoice.Account.Balance}} - {{Invoice.Balance}}
{{/Wp_Eval}}
Account.PreviousTransactionImpactTotal Currently unavailable
Account.PreviousTransactionStartAmount Currently unavailable
Account.PurchaseOrderNumber Invoice.Account.PurchaseOrderNumber
Account.SalesRep Invoice.Account.SalesRepName
Account.TaxExempt Invoice.Account.TaxExemptStatus
Account.TaxExemptCertificateID Invoice.Account.TaxExemptCertificateID
Account.TaxExemptCertificateType Invoice.Account.TaxExemptCertificateType
Account.TaxExemptDescription Invoice.Account.TaxExemptDescription
Account.TaxExemptEffectiveDate Invoice.Account.TaxExemptEffectiveDate
Account.TaxExemptExpirationDate Invoice.Account.TaxExemptExpirationDate
Account.TaxExemptIssuingJurisdiction Invoice.Account.TaxExemptIssuingJurisdiction
Account.VATID Invoice.Account.VATId

Bill To Contact fields

The following table lists the mapping for Bill To Contact fields in Word invoice templates and HTML invoice templates.

Merge field in Word templates Equivalent in HTML templates
BillToContact.Address1 Invoice.Account.BillTo.Address1
BillToContact.Address2 Invoice.Account.BillTo.Address2
BillToContact.City Invoice.Account.BillTo.City
BillToContact.Country Invoice.Account.BillTo.Country
BillToContact.County Invoice.Account.BillTo.County
BillToContact.Description Invoice.Account.BillTo.Description
BillToContact.Fax Invoice.Account.BillTo.Fax
BillToContact.FirstName Invoice.Account.BillTo.FirstName
BillToContact.HomePhone Invoice.Account.BillTo.HomePhone
BillToContact.LastName Invoice.Account.BillTo.LastName
BillToContact.MobilePhone Invoice.Account.BillTo.MobilePhone
BillToContact.NickName Invoice.Account.BillTo.NickName
BillToContact.OtherPhone Invoice.Account.BillTo.OtherPhone
BillToContact.OtherPhoneType Invoice.Account.BillTo.OtherPhoneType
BillToContact.PersonalEmail Invoice.Account.BillTo.PersonalEmail
BillToContact.PostalCode Invoice.Account.BillTo.PostalCode
BillToContact.State Invoice.Account.BillTo.State
BillToContact.TaxRegion Invoice.Account.BillTo.TaxRegion
BillToContact.WorkEmail Invoice.Account.BillTo.WorkEmail
BillToContact.WorkPhone Invoice.Account.BillTo.WorkPhone

Sold To Contact fields

The following table lists the mapping for Sold To Contact fields in Word invoice templates and HTML invoice templates.

Merge field in Word templates Equivalent in HTML templates
SoldToContact.Address1 Invoice.Account.SoldTo.Address1
SoldToContact.Address2 Invoice.Account.SoldTo.Address2
SoldToContact.City Invoice.Account.SoldTo.City
SoldToContact.Country Invoice.Account.SoldTo.Country
SoldToContact.County Invoice.Account.SoldTo.County
SoldToContact.Description Invoice.Account.SoldTo.Description
SoldToContact.Fax Invoice.Account.SoldTo.Fax
SoldToContact.FirstName Invoice.Account.SoldTo.FirstName
SoldToContact.HomePhone Invoice.Account.SoldTo.HomePhone
SoldToContact.LastName Invoice.Account.SoldTo.LastName
SoldToContact.MobilePhone Invoice.Account.SoldTo.MobilePhone
SoldToContact.NickName Invoice.Account.SoldTo.NickName
SoldToContact.OtherPhone Invoice.Account.SoldTo.OtherPhone
SoldToContact.OtherPhoneType Invoice.Account.SoldTo.OtherPhoneType
SoldToContact.PersonalEmail Invoice.Account.SoldTo.PersonalEmail
SoldToContact.PostalCode Invoice.Account.SoldTo.PostalCode
SoldToContact.State Invoice.Account.SoldTo.State
SoldToContact.TaxRegion Invoice.Account.SoldTo.TaxRegion
SoldToContact.WorkEmail Invoice.Account.SoldTo.WorkEmail
SoldToContact.WorkPhone Invoice.Account.SoldTo.WorkPhone

Invoice fields

The following table lists the mapping for Invoice fields in Word invoice templates and HTML invoice templates.

Merge field in Word templates Equivalent in HTML templates
Invoice.Adjustment Invoice.AdjustmentAmount
Invoice.AmountWithoutTax Invoice.AmountWithoutTax
Invoice.Balance Invoice.Balance
Invoice.BillRunID {{#Invoice.Source|EqualToVal(BillRun)}}
{{Invoice.SourceId}}
{{/Invoice.Source|EqualToVal(BillRun)}}
Invoice.Comments Invoice.Comments
Invoice.CreditMemoAmount Currently unavailable
Invoice.Discount Invoice.InvoiceItems|FilterByValue(ProcessingType,EQ,1)|Sum(ChargeAmount)
Invoice.DueDate Invoice.DueDate
Invoice.FileVersionNumber Currently unavailable
Invoice.GrossAmount Invoice.InvoiceItems|FilterByValue(ProcessingType,NE,1)|Sum(ChargeAmount)
Invoice.InvoiceDate Invoice.InvoiceDate
Invoice.InvoiceNumber Invoice.InvoiceNumber
Invoice.PaymentAmount Invoice.PaymentAmount
Invoice.Tax Invoice.TaxAmount
Invoice.Total Invoice.Amount
Invoice.RefundAmount Invoice.RefundAmount
Invoice.SubTotalOneTimeChargeAmount Invoice.InvoiceItems|FilterByValue(ProcessingType,NE,1)|FilterByValue(RatePlanCharge.ChargeType,EQ,OneTime)|Sum(ChargeAmount)
Invoice.NetTotalOneTimeChargeAmount Currently unavailable
Invoice.TotalOneTimeChargeAmount Currently unavailable
Invoice.SubTotalRecurringChargeAmount Invoice.InvoiceItems|FilterByValue(ProcessingType,NE,1)|FilterByValue(RatePlanCharge.ChargeType,EQ,Recurring)|Sum(ChargeAmount)
Invoice.NetTotalRecurringChargeAmount Currently unavailable
Invoice.TotalRecurringChargeAmount Currently unavailable
Invoice.SubTotalUsageChargeAmount Invoice.InvoiceItems|FilterByValue(ProcessingType,NE,1)|FilterByValue(RatePlanCharge.ChargeType,EQ,Usage)|Sum(ChargeAmount)
Invoice.NetTotalUsageChargeAmount Currently unavailable
Invoice.TotalUsageChargeAmount Currently unavailable
Invoice.NetPaymentAmount Currently unavailable
Invoice.TaxInvoiceItemAdjustmentAmount Currently unavailable
Invoice.ChargeInvoiceItemAdjustmentAmount Currently unavailable
Invoice.InvoiceItemAdjustmentAmount Currently unavailable
Invoice.CreditBalanceAdjustmentAmount Currently unavailable
Invoice.TotalInvoiceAdjustmentAmount Currently unavailable
Invoice.TotalAdjustmentAmount Currently unavailable
Invoice.CreditBalanceIncreaseAmount CreditBalanceAdjustments|FilterByValue(Type,NE,Decrease)|Sum(Amount)
Invoice.CreditBalanceDecreaseAmount CreditBalanceAdjustments|FilterByValue(Type,EQ,Decrease)|Sum(Amount)
Invoice.SequenceNumber Given the Invoice Number is "INV00000001":
Invoice.InvoiceNumber|Substr(3,11)

Invoice Item fields

To build an invoice items table in HTML template editor, you can drag and drop the Charge Details component into an HTML template, and then customize the predefined table according to your business demands. Additionally, you can also use the Data Table component to build an invoice items table with more flexibility.

The following table lists the mapping for Invoice Item fields in Word invoice templates and HTML invoice templates.

Merge field in Word templates Equivalent in HTML templates
InvoiceItem.AccountName Invoice.Account.Name
InvoiceItem.AccountNumber InvoiceItem.Subscription.Account.AccountNumber
InvoiceItem.ActualQuantity Currently unavailable
InvoiceItem.AmountWithoutTax InvoiceItem.ChargeAmount
InvoiceItem.ChargeAccountingCode InvoiceItem.AccountingCode
InvoiceItem.ChargeDate InvoiceItem.ChargeDate
InvoiceItem.ChargeModel InvoiceItem.RatePlanCharge.ChargeModel
InvoiceItem.ChargeNumber InvoiceItem.RatePlanCharge.ChargeNumber
InvoiceItem.ChargePeriod InvoiceItem.RatePlanCharge.BillingPeriod
InvoiceItem.ChargeType InvoiceItem.RatePlanCharge.ChargeType
InvoiceItem.Description InvoiceItem.Description
InvoiceItem.DiscountAmount {{#InvoiceItems|FilterByValue(ProcessingType,NE,1)}}
{{Cmd_Assign(RegularItemId,Id)}}
{{InvoiceItems|FilterByRef(AppliedToInvoiceItemId,EQ,RegularItemId)|Sum(ChargeAmount)}}
{{/InvoiceItems|FilterByValue(ProcessingType,NE,1)}}
InvoiceItem.DiscountTaxAmount {{#InvoiceItems|FilterByValue(ProcessingType,NE,1)}}
{{Cmd_Assign(RegularItemId,Id)}}
{{InvoiceItems|FilterByRef(AppliedToInvoiceItemId,EQ,RegularItemId)|Sum(TaxAmount)}}
{{/InvoiceItems|FilterByValue(ProcessingType,NE,1)}}
InvoiceItem.ExtendedPrice {{#Wp_Eval}}{{ChargeAmount}} + {{TaxAmount}}{{/Wp_Eval}}
InvoiceItem.IsNew Currently unavailable
InvoiceItem.ListPrice Currently unavailable
InvoiceItem.ListPriceBase InvoiceItem.RatePlanCharge.ListPriceBase
InvoiceItem.Name InvoiceItem.ChargeName
InvoiceItem.ProductDescription InvoiceItem.RatePlanCharge.ProductRatePlanCharge.ProductRatePlan.Product.Description
InvoiceItem.ProductName InvoiceItem.RatePlanCharge.ProductRatePlanCharge.ProductRatePlan.Product.Name
InvoiceItem.ProductRatePlanCharge.CustomField InvoiceItem.RatePlanCharge.ProductRatePlanCharge.CustomField
InvoiceItem.Quantity InvoiceItem.Quantity
InvoiceItem.RatePlanCharge.CustomField InvoiceItem.RatePlanCharge.CustomField
InvoiceItem.RatePlanDescription InvoiceItem.RatePlanCharge.ProductRatePlanCharge.ProductRatePlan.Description
InvoiceItem.RatePlanName InvoiceItem.RatePlanCharge.ProductRatePlanCharge.ProductRatePlan.Name
InvoiceItem.RevenueRecognitionCode InvoiceItem.RecognizedRevenueAccountingCode.Name
InvoiceItem.ServicePeriod {{ServiceStartDate|Localise}} - {{ServiceEndDate|Localise}}
InvoiceItem.ServiceStartDate InvoiceItem.ServiceStartDate
InvoiceItem.ServiceEndDate InvoiceItem.ServiceEndDate
InvoiceItem.Sku InvoiceItem.SKU
InvoiceItem.SubscriptionNotes InvoiceItem.Subscription.Notes
InvoiceItem.SubscriptionNumber InvoiceItem.Subscription.Name
InvoiceItem.TaxAmount InvoiceItem.TaxAmount
InvoiceItem.UnitOfMeasure InvoiceItem.UOM
InvoiceItem.UnitOfMeasureDisplayedAs Currently unavailable
InvoiceItem.UnitPrice InvoiceItem.UnitPrice
InvoiceItem.TaxCode InvoiceItem.TaxCode
InvoiceItem.CustomField InvoiceItem.CustomField
InvoiceItem.PurchaseOrderNumber InvoiceItem.PurchaseOrderNumber
InvoiceItem.ItemType InvoiceItem.ItemType

Subscription fields

To build a subscription table in the HTML template editor, you can use the HTML component. For more information, see Configure HTML codes in HTML invoice templates

The following table lists the mapping for Subscription fields in Word invoice templates and HTML invoice templates.

Merge field in Word templates Equivalent in HTML templates
Subscription.Autorenew InvoiceItem.Subscription.Autorenew
Subscription.AmountWithoutTax {{#Invoice.InvoiceItems|GroupBy(Subscription.Name)}}
{{_Group|Sum(ChargeAmount)}}
{{/Invoice.InvoiceItems|GroupBy(Subscription.Name)}}
Subscription.ExtendedPrice {{#Invoice.InvoiceItems|GroupBy(Subscription.Name)}}
{{#Wp_Eval}}{{_Group|Sum(ChargeAmount)}} + {{_Group|Sum(TaxAmount)}}{{/Wp_Eval}}
{{/Invoice.InvoiceItems|GroupBy(Subscription.Name)}}
Subscription.Notes InvoiceItem.Subscription.Notes
Subscription.Owner.BillToContact.Address1 InvoiceItem.Subscription.Account.BillToContact.Address1
Subscription.Owner.BillToContact.Address2 InvoiceItem.Subscription.Account.BillToContact.Address2
Subscription.Owner.BillToContact.City InvoiceItem.Subscription.Account.BillToContact.City
Subscription.Owner.BillToContact.Country InvoiceItem.Subscription.Account.BillToContact.Country
Subscription.Owner.BillToContact.County InvoiceItem.Subscription.Account.BillToContact.County
Subscription.Owner.BillToContact.FirstName InvoiceItem.Subscription.Account.BillToContact.FirstName
Subscription.Owner.BillToContact.LastName InvoiceItem.Subscription.Account.BillToContact.LastName
Subscription.Owner.BillToContact.MobilePhone InvoiceItem.Subscription.Account.BillToContact.MobilePhone
Subscription.Owner.BillToContact.PostalCode InvoiceItem.Subscription.Account.BillToContact.PostalCode
Subscription.Owner.BillToContact.State InvoiceItem.Subscription.Account.BillToContact.State
Subscription.Owner.BillToContact.WorkEmail InvoiceItem.Subscription.Account.BillToContact.WorkEmail
Subscription.Owner.BillToContact.WorkPhone InvoiceItem.Subscription.Account.BillToContact.WorkPhone
Subscription.Owner.SoldToContact.Address1 InvoiceItem.Subscription.Account.SoldToContact.Address1
Subscription.Owner.SoldToContact.Address2 InvoiceItem.Subscription.Account.SoldToContact.Address2
Subscription.Owner.SoldToContact.City InvoiceItem.Subscription.Account.SoldToContact.City
Subscription.Owner.SoldToContact.Country InvoiceItem.Subscription.Account.SoldToContact.Country
Subscription.Owner.SoldToContact.County InvoiceItem.Subscription.Account.SoldToContact.County
Subscription.Owner.SoldToContact.FirstName InvoiceItem.Subscription.Account.SoldToContact.FirstName
Subscription.Owner.SoldToContact.LastName InvoiceItem.Subscription.Account.SoldToContact.LastName
Subscription.Owner.SoldToContact.MobilePhone InvoiceItem.Subscription.Account.SoldToContact.MobilePhone
Subscription.Owner.SoldToContact.PostalCode InvoiceItem.Subscription.Account.SoldToContact.PostalCode
Subscription.Owner.SoldToContact.State InvoiceItem.Subscription.Account.SoldToContact.State
Subscription.Owner.SoldToContact.WorkEmail InvoiceItem.Subscription.Account.SoldToContact.WorkEmail
Subscription.Owner.SoldToContact.WorkPhone InvoiceItem.Subscription.Account.SoldToContact.WorkPhone
Subscription.Product.Description InvoiceItem.RatePlanCharge.ProductRatePlanCharge.ProductRatePlan.Product.Description
Subscription.Product.Name InvoiceItem.RatePlanCharge.ProductRatePlanCharge.ProductRatePlan.Product.Name
Subscription.Product.SKU InvoiceItem.RatePlanCharge.ProductRatePlanCharge.ProductRatePlan.Product.SKU
Subscription.RatePlan.Description InvoiceItem.RatePlanCharge.RatePlan.Description
Subscription.RatePlan.Name InvoiceItem.RatePlanCharge.RatePlan.Name
Subscription.SubscriptionNumber InvoiceItem.Subscription.Name
Subscription.TaxAmount {{#Invoice.InvoiceItems|GroupBy(Subscription.Name)}}
{{_Group|Sum(TaxAmount)}}
{{/Invoice.InvoiceItems|GroupBy(Subscription.Name)}}
Subscription.TermEndDate InvoiceItem.Subscription.TermEndDate
Subscription.TermStartDate InvoiceItem.Subscription.TermStartDate

Usage Summary fields

For Usage Summary fields in Word templates for invoices, currently no equivalents exist in HTML invoice templates.

Usage Lines (Items) fields

The following table lists the mapping for Usage Lines (Items) fields in Word invoice templates and HTML invoice templates.

Merge field in Word template Equivalent in HTML template
Usage.ChargeAccountingCode InvoiceItem.ProcessedUsages.Usage.RatePlanCharge
Usage.ChargeDescription InvoiceItem.ProcessedUsage.Usage.RatePlanCharge.Description
Usage.ChargeName InvoiceItem.ProcessedUsages.Usage.RatePlanCharge.Name
Usage.ChargeNumber InvoiceItem.ProcessedUsages.Usage.RatePlanCharge.ChargeNumber
Usage.Date InvoiceItem.ProcessedUsages.Usage.StartDateTime
Usage.ProductChargeDescription InvoiceItem.ProcessedUsages.Usage.RatePlanCharge.ProductRatePlanCharge.Description
Usage.ProductDescription InvoiceItem.ProcessedUsages.Usage.RatePlanCharge.ProductRatePlanCharge.ProductRatePlan.Product.Description
Usage.ProductName InvoiceItem.ProcessedUsages.Usage.RatePlanCharge.ProductRatePlanCharge.ProductRatePlan.Product.Name
Usage.ProductSKU InvoiceItem.ProcessedUsages.Usage.RatePlanCharge.ProductRatePlanCharge.ProductRatePlan.Product.SKU
Usage.Quantity InvoiceItem.ProcessedUsages.Usage.Quantity
Usage.RatePlanDescription InvoiceItem.ProcessedUsages.Usage.RatePlanCharge.ProductRatePlanCharge.ProductRatePlan.Description
Usage.RatePlanName InvoiceItem.ProcessedUsages.Usage.RatePlanCharge.ProductRatePlanCharge.ProductRatePlan.Name
Usage.RatingAmount InvoiceItem.ProcessedUsages.Amount
Usage.RevenueRecognitionCode InvoiceItem.ProcessedUsages.InvoiceItem.RecognizedRevenueAccountingCode.Name
Usage.SubscriptionNotes InvoiceItem.ProcessedUsages.Usage.Subscription.Notes
Usage.SubscriptionNumber InvoiceItem.ProcessedUsages.Usage.Subscription.Name
Usage.UOM InvoiceItem.ProcessedUsages.Usage.UOM
Usage.UOMDisplayedAs Currently unavailable
Usage.AccountNumber InvoiceItem.ProcessedUsages.Usage.AccountNumber

Tax Summary fields

The following table lists the mapping for Tax Summary fields in Word invoice templates and HTML invoice templates.

Merge field in Word template Equivalent in HTML template
TaxSummary.AmountWithoutTax Charge Amount column in the Tax Summary Table predefined in the Tax Summary component
TaxSummary.TaxExtendedAmount Tax Amount column in Tax Summary Table predefined in the Tax Summary component
TaxSummary.TaxName Tax Name column in Tax Summary Table predefined in the Tax Summary component
TaxSummary.TaxRate Tax Rate column in Tax Summary Table predefined in the Tax Summary component
TaxSummary.TaxRateType Tax Rate Type column in Tax Summary Table predefined in the Tax Summary component

Tax Item fields

The following table lists the mapping for Tax Item fields in Word invoice templates and HTML invoice templates.

Merge field in Word template Equivalent in HTML template
TaxItem.AmountWithoutTax TaxationItem.InvoiceItem.ChargeAmount
TaxItem.ChargeDescription TaxationItem.InvoiceItem.RatePlanCharge.ProductRatePlanCharge.Description
TaxItem.ChargeName TaxationItem.InvoiceItem.RatePlanCharge.ProductRatePlanCharge.Name
TaxItem.ChargePeriod TaxationItem.InvoiceItem.RatePlanCharge.ProductRatePlanCharge.BillingPeriod
TaxItem.ProductDescription TaxationItem.InvoiceItem.RatePlanCharge.RatePlan.ProductRatePlan.Product.Description
TaxItem.ProductName TaxationItem.InvoiceItem.RatePlanCharge.RatePlan.ProductRatePlan.Product.Name
TaxItem.ProductSKU TaxationItem.InvoiceItem.RatePlanCharge.RatePlan.ProductRatePlan.Product.Product.SKU
TaxItem.RatePlanDescription TaxationItem.InvoiceItem.RatePlanCharge.RatePlan.ProductRatePlan.Description
TaxItem.RatePlanName TaxationItem.InvoiceItem.RatePlanCharge.RatePlan.ProductRatePlan.Name
TaxItem.SubscriptionNotes TaxationItem.Subscription.Notes
TaxItem.SubscriptionNumber TaxationItem.Subscription.Name
TaxItem.TaxAccountingCode TaxationItem.TaxAccountingCode
TaxItem.TaxAmount TaxationItem.TaxAmount
TaxItem.TaxCode TaxationItem.TaxCode
TaxItem.TaxItemDate TaxationItem.ChargeDate
TaxItem.TaxJurisdiction TaxationItem.Jurisdiction
TaxItem.TaxLocationCode TaxationItem.LocationCode
TaxItem.TaxName TaxationItem.Name
TaxItem.TaxRate TaxationItem.TaxRate
TaxItem.TaxRateDescription TaxationItem.TaxRateDescription
TaxItem.TaxRateType TaxationItem.TaxRateType

Transaction fields

For Transaction fields in Word templates for invoices, currently no equivalents exist in HTML invoice templates.

Previous Transaction fields

For Previous Transaction fields in Word templates for invoices, currently no equivalents exist in HTML invoice templates.

Open Invoice fields

To build an open invoice table in the HTML template editor, follow the procedure described in Configure data tables in HTML invoice templates

The following table lists the mapping for Open Invoice fields in Word invoice templates and HTML invoice templates.

Merge field in Word template Equivalent in HTML template
Invoice.InvoiceDate Invoice.InvoiceDate
Invoice.InvoiceNumber Invoice.InvoiceNumber
Invoice.DueDate Invoice.DueDate
Invoice.Total Invoice.Amount
Invoice.Balance Invoice.Balance

Bar Code fields

To configure barcodes in the HTML template editor, follow the procedure in Configure barcodes in HTML invoice templates.

The following table lists the mapping for Bar Code fields in Word and HTML templates.

Merge field in Word template Equivalent in HTML template
BarCode.Code128 Wp_Barcode
BarCode.AustraliaPost Wp_Barcode

Payment fields

To build a payment table in the HTML template editor, follow the procedure described in Configure data tables in HTML invoice templates.

The following table lists the mapping for Payment fields in Word and HTML templates.

Merge field in Word template Equivalent in HTML template
Payment.AccountingCode Payment.AccountingCode
Payment.AppliedAmount Payment.AppliedAmount
Payment.CreditCardNumberMasked Payment.PaymentMethodSnapshot.CreditCardMaskNumber
Payment.CreditCardType Payment.PaymentMethodSnapshot.CreditCardType
Payment.Date Payment.EffectiveDate
Payment.Description Payment.Comment
Payment.Method {{#Wp_Eval}}
"{{Payment.Type}}" == "External" ? "{{Payment.PaymentMethod.Type}}" : "{{Payment.PaymentMethodSnapshot.Type}}"
{{/Wp_Eval}}
Payment.Number Payment.PaymentNumber
Payment.PaymentType Payment.Type
Payment.ReferenceId Payment.ReferenceId