Skip to main content

Define the Format for Date and Number Mail Merge Fields

Zuora

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

For merge fields in date formats, yyyy and YYYY might be different for the same date or timestamp.yyyy represents the calendar year of the date while YYYY represents the year of the week.

For example, the calendar year of date 2020–12–28 is 2020; on the other hand, the date is Monday, the first day and first week of the year 2021. For the date, the year of the week is 2021. If you use yyyy as the date format, the displayed year for 2020–12–28 is 2020. If you use YYYY as the date format, the displayed year for 2020–12–28 is 2021.

Therefore, It is best practice to always use as the yyyy format for date merge fields.

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 \# #,##0.0000kg}

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}