Troubleshooting custom Word invoice templates
Zuora Requires .doc Files
If you are using Word 2007 with Windows Vista, you must save the template with a
.doc extension. Zuora does not register templates that have a
Data Does Not Appear in a Field
If you changed a merge field but data does not appear in the field, you may have modified the field without using Edit Field.
- Select the field (highlight the text).
- Right-click the field and select Edit Field.
Additional Fields are Displayed
If there is an additional field displayed on the invoice, it is possible that a merge field is hidden. Press ALT + F9 to display all merge fields, and then remove the hidden field.
Contact Information is Not Displayed
If you see
<<SoldToContact.County>> and not the merge field, Zuora Tax is not enabled in your tenant.
Custom Fields are Not Displayed
- If the Custom field permission is disabled after the invoice template is loaded, custom fields will not be displayed in the invoice.
- If custom fields are removed after the invoice template is loaded, custom fields will not be displayed in the invoice.