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Knowledge Center > Commerce > Zuora Quotes > Zuora Config Settings > Quote Template Settings > Customize Quote Templates > Define the Format for Date and Number Mail Merge Fields

Define the Format for Date and Number Mail Merge Fields

This article describes how to format date and number merge fields in your quote template using mail merge field switches.

Format Merge Fields Using Mail Merge Switches

To format a merge field:

  1. In the template document, while the merge field is selected, do the following to display the field code:
    • Press Shift + F9 on Windows.
    • Press Fn + Shift + F9 on Mac.
  2. Remove "\*MERGEFORMAT" from the field code.
  3. Enter the switch in the field code. For example:
    1. Original field code: {MERGEFIELD myObject.myField  \*MERGEFORMAT} 
    2. Updated field code: {MERGEFIELD myObject.myField \# ###,###,###,#00.0}
  4. Update the field:
    • Press F9 on Windows.
    • Press Fn + F9 on Mac.

To format a numeric merge field, use the \# switches. For example, to display a currency field as "$125.23", the merge field should be defined as {MERGEFIELD myObject.myField \# $#,##0.00}.

To format a date merge field, use the \@ switches. For example, to display a date field as "03/30/2010", the merge field should be defined as { MERGEFIELD myObject.myField \@ MM/dd/yyyy}

To generate billing documents with specific currency symbols, you must create separate billing document templates for each currency and include the MERGEFORMAT using examples described in the following table. See How do I handle Multi-currency in Zuora for more information.

Date and Numeric Format Examples

The following table includes formatting examples for the date and number types mail merge fields.

Field Format Merge Field Syntax

To use standard date formatting: 10/26/2012

{MERGEFIELD Invoice.InvoiceDate}

To use simple date formatting: 20121026

{MERGEFIELD Invoice.InvoiceDate \@ yyyyMMdd}

To use text date formatting: OCT 2012

{MERGEFIELD Invoice.InvoiceDate \@ MMM yyyy}

To use standard percentage formatting: 0.08

{MERGEFIELD TaxItem.TaxRate}

To use percentage symbol formatting: 8%

{MERGEFIELD TaxItem.TaxRate \# ##%}

To specify a label for a quantity: 3.0000kg

{MERGEFIELD Usage.Quantity \# #,##kg0.0000}

To specify a symbol for a currency: €12,13.8

{MERGEFIELD Invoice.Total \# €#,# 0.0}

Examples of Date and Number Mail Merge Field Formatting

The following table includes formatting examples for the date and number types mail merge fields.

Format Field Code

To use the default date formatting, e.g. 10/26/2012

{MERGEFIELD Quote.StartDate \*MERGEFORMAT}

To use simple date formatting, e.g. 20121026

{MERGEFIELD Quote.StartDate \@ yyyyMMdd}

To use text date formatting, e.g. Apr 2010

{MERGEFIELD Quote.StartDate \@ MMM yyyy}

To specify a label for a quantity, e.g. 3.000kg

{MERGEFIELD Charge.Quantity \# #,##kg0.000}

To specify a symbol for a currency, e.g. £12,13.8

{MERGEFIELD ChargeSummary.EffectivePrice \# £​#,# 0.0}

Last modified
09:38, 29 Jul 2015

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