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 |
---|---|
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 |
---|---|
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 |
---|---|
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 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 |
---|---|
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 |
---|---|
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 |
---|---|
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 |
---|---|
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 |
---|---|
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 |
---|---|
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 |
---|---|
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 |
---|---|