Expressions

Comparing strings with whitespace characters

You can use expressions to compare strings with whitespace characters. 

You can use the following expression to indicate whether the charge model of a rate plan charge is Flat Fee Pricing. If yes, the Is Flat Fee message is displayed in the rendered result. If no, the Not Flat Fee message is displayed in the rendered result.

{{#Wp_Eval}}
"{{RatePlanCharge.ChargeModel}}" == "Flat Fee Pricing" ? "Is Flat Fee" : "Not Flat Fee"
{{/Wp_Eval}}

If you want to show bold text for product rate plan charges with the Per Unit Pricing charge model and the price in generated billing documents, use the following expression:

{{#Wp_Eval}}
"{{RatePlanCharge.ChargeModel}}" == "Per Unit Pricing" ? `
<b>Per Unit: {{Invoice.Account.Currency|Symbol}} {{UnitPrice|Round(2)|Localise}} Per {{UOM}}</b>
`: '
Flat Fee: {{Invoice.Account.Currency|Symbol}} {{UnitPrice|Round(2)|Localise}}
'{{/Wp_Eval}}<b>Per Unit: {{Invoice.Account.Currency|Symbol}} {{UnitPrice|Round(2)|Localise}} Per {{UOM}}</b>

If you want to display different texts for rate plan charges with different charge models in generated billing documents, use the following expression:

{{#Wp_Eval}}
"{{RatePlanCharge.ChargeModel}}" == "Flat Fee Pricing" ? "Is Flat Fee" : "{{RatePlanCharge.ChargeModel}}" == "Per Unit Pricing" ? "Per Unit Pricing" : "{{RatePlanCharge.ChargeModel}}" == "Tiered Pricing" ? "Tiered Pricing" : "Other Pricing"
{{/Wp_Eval}}

Mapping state strings to state acronyms

You can use expressions to map state strings to state acronyms. For example, if the state name in a bill-to contact address is New York, you can use the following expression to generate NY as the rendered result:

{{#Invoice.Account.BillTo}}
{{#Wp_Eval}}
"{{State}}" == "New York" ? "NY" : "{{State}}" == "California" ? "CA" : "{{State}}" == "Taxas" ? "TX" : ""
{{/Wp_Eval}}
{{/Invoice.Account.BillTo}}

Not displaying blank line when Address2 is empty

If Address2 in a bill-to contact is empty, you can use an expression to not display a blank line for the Address2 line on generated PDF files. To achieve this goal, you can place the following code into the HTML component.

{{Name}}<br/>
{{BillTo.Address1}}<br/>
{{#Wp_Eval}}
"{{BillTo.Address2}}" == "" ? "" : "{{BillTo.Address2}}<br/>"
{{/Wp_Eval}}
{{BillTo.City}}, {{BillTo.State}} {{BillTo.PostalCode}}
{{/Invoice.Account}}

Red text for negative charge amounts

To display negative charge amounts in red text on generated PDF files, place the following code into a table column through the Data Table component. ChargeAmount is a field of the InvoiceItem object.

{{#Wp_Eval}}
{{ChargeAmount}} < 10 ? "<span style='color:red;'>" : "<span>"
{{/Wp_Eval}}
{{Account.Currency|Symbol}}{{ChargeAmount|Round(2)|Localise}}
</span>

Red text for amount less than 110, calculating from custom fields

To display amounts that are less than 110 in red text on generated PDF files, place the following code into the HTML code editor through the HTML component:

<td style="text-align: right">
<!-- red font for negative amount -->
{{#Wp_Eval}}
{{ActualPrice__c}} * {{ActualQTY__c}} < 110 ? "<span style='color:red;'>" : "<span>"{{/Wp_Eval}}
{{Account.Currency|Symbol}}{{#Wp_Eval}}{{ActualPrice__c}} * {{ActualQTY__c}}|Round(2)|Localise
{{/Wp_Eval}}
</span>
</td>

Calculating unit price excluding tax

When you use tax-inclusive products, the standard field UnitPrice is tax inclusive. You can calculate unit price excluding tax.

To achieve this goal, place the following code into a table column through the Data Table component or HTML component.

{{Account.Currency|Symbol}}{{#Wp_Eval}}{{ChargeAmount}}/{{Quantity}}|Round(2)|Localise{{/Wp_Eval}}

Displaying red text when account is overdue

To display red text on generated PDF files in scenarios where an account is overdue, place the following code into the HTML code editor through the HTML component:

<Strong style="color:Red; text-align:right;">
{{#Invoice}}
{{#Wp_Eval}}
{{Balance}} < {{Account.Balance}} ? "Your account is now overdue." : ""
{{/Wp_Eval}}
{{/Invoice}}
</Strong>

If a customer account is overdue, the Your account is now overdue. message in red is displayed in the rendered result.

Excluding items based on conditions

You can use expressions to exclude some invoice items but only display the invoice items whose start dates fall into a specific period. For example, you can use the following expression to display the invoice items whose service start date is in January 2021 or December 2021, and then sort the selected invoice items in the following order:

• ServiceStartDate: sorts invoice items by service start date in ascending order.
• ServiceEndDate: sorts invoice items by service end date in ascending order.
• ChargeAmount: sorts invoice items by charge amount in descending order.

{{#InvoiceItems|SortBy(ServiceStartDate,ASC,ServiceEndDate,ASC,ChargeAmount,DESC)}}
{{#Wp_Eval}}
("{{ServiceStartDate}}" < "2021-02-01" or "{{ServiceStartDate}}" >= "2021-12-01") ? "" :
`
<tr>
<td >{{ChargeName}}</td><td >{{ServiceStartDate}}</td><td >{{ServiceEndDate}}</td><td >{{ChargeAmount}}</td>
</tr>
`
{{/Wp_Eval}}
{{/InvoiceItems|SortBy(ServiceStartDate,ASC,ServiceEndDate,ASC,ChargeAmount,DESC)}}