Configure the Subscription or Rate Plan Summary table

Configuring Subscription Totals

Suppose one of your customers has two subscriptions, and two rate plans in each subscription. You can use the ViewBy table filter to show a total for each subscription. The field code is as follows:

{ MERGEFIELD "TableFilter:ViewBy Subscription" \* MERGEFORMAT }

Note that the table filter parameter is enclosed in quotation marks. When a parameter contains a space, you must enclose the parameter in quotation marks, otherwise it will not be processed correctly.

The table filter is shown in bold in the following template:

The table will list one row per subscription on the invoice:

Configuring Rate Plan Totals

Suppose one of your customers has two subscriptions, and two rate plans in each subscription. You can use the ViewBy table filter to show a total for each rate plan. The field code is as follows:

{ MERGEFIELD "TableFilter:ViewBy RatePlan" \* MERGEFORMAT }

The table filter is shown in bold in the following template:

The table will list one row per rate plan on the invoice:

Hiding Zero Value Rows

In both the Subscription and Rate Plan Summary tables, you have the option to hide zero dollar line items.

The HideZeroValueRows table filter will hide all the rows where the subscription or rate plan totals equal zero, by filtering out all rows where the Subscription.ExtendedPrice is 0. The field code is as follows:

{ MERGEFIELD TableFilter:HideZeroValueRows \* MERGEFORMAT }

To enable this option you must modify your current invoice template by including the tag <<TableFilter:HideZeroValueRows>>. By default all rows including those where Subscription.ExtendedPrice is 0 are displayed, as the sample invoice template does not include the <<TableFilter:HideZeroValueRows>> tag.

In the following example the table will show one row per rate plan and hide all the rows where the Rate Plan Total is 0.

Instructions and a sample template are also available from within the Zuora application. Click your username at the top right and navigate to​​​​​ Billing > Manage Billing Document Configuration.