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Knowledge Center > Billing and Payments > Invoices > Creating a Custom Invoice Template > Define Date and Numeric Formats for Mail Merge Fields

Define Date and Numeric Formats for Mail Merge Fields

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 invoices with specific currency symbols, you must create separate invoice 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}
Last modified
09:40, 29 Jul 2015

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