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Customer Notification of a Surcharge

Zuora

Customer Notification of a Surcharge

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Customers are notified via ‘Payment processed event notification’ with a regeneration of the invoice PDF, which is sent as an attachment. The re-generated invoice will have two modes:

  • Detailed - a replica of the invoice with a line item added for surcharge and a grand total 
  • Summary - sent as 2 line items. One shows the invoice total, the other shows the surcharge, and the grand total. The summary follows the same styling as the detailed (same as the invoice template).

Sample of Invoice Template

The following example shows how to combine the surcharge debit memo into one invoice template:

The HTML template reference for surcharge part:

{{#Invoice}}

  <table class="table-grid u_content_custom_reactDataTable_1">

    <thead>

      <tr>

        <th style="width: 20%;">ChargeName</th>

        <th style="width: 15%;">Service Period</th>

        <th style="">Quantity</th>

        <th style="">Charge Amount</th>

        <th style="">Tax</th>

        <th style="">Total</th>

      </tr>

    </thead>

    <tbody>

      {{#DebitMemoes|FlatMap(DebitMemoItems)|FilterByValue(SourceItemType,EQ,Surcharge)}}

        <tr>

          <td style="">{{ChargeName}}</td>

          <td style="">{{ServiceStartDate}}</td>

          <td style="">{{Quantity}}</td>

          <td style="">{{AmountWithoutTax}}</td>

          <td style="">{{TaxAmount}}</td>

          <td style="">{{#Wp_Eval}}{{AmountWithoutTax}}+{{TaxAmount}}|Round(2)|Localise{{/Wp_Eval}}</td>

        </tr>

      {{/DebitMemoes|FlatMap(DebitMemoItems)|FilterByValue(SourceItemType,EQ,Surcharge)}}

    </tbody>

  </table>

{{/Invoice}}

 

{{Cmd_Assign(InvSubTotal,Invoice.AmountWithoutTax,true)}}

{{Cmd_Assign(DMSubTotal,Invoice.DebitMemoes|FilterByValue(SourceType,EQ,Surcharge)|Sum(TotalAmountWithoutTax),true)}}

 

{{Cmd_Assign(InvTax,Invoice.TaxAmount,true)}}

{{Cmd_Assign(DMTax,Invoice.DebitMemoes|FilterByValue(SourceType,EQ,Surcharge)|Sum(TaxAmount),true)}}

 

{{Cmd_Assign(InvTotal,Invoice.Amount,true)}}

{{Cmd_Assign(DMTotal,Invoice.DebitMemoes|FilterByValue(SourceType,EQ,Surcharge)|Sum(TotalAmount),true)}}

 

{{Cmd_Assign(InvBalance,Invoice.Balance,true)}}

{{Cmd_Assign(DMBalance,Invoice.DebitMemoes|FilterByValue(SourceType,EQ,Surcharge)|Sum(Balance),true)}}

 

Subtotal of the Invoice: {{#Wp_Eval}}{{InvSubTotal}}+{{DMSubTotal}}{{/Wp_Eval}}

                                Tax: {{#Wp_Eval}}{{InvTax}}+{{DMTax}}{{/Wp_Eval}}

                 Total Invoice: {{#Wp_Eval}}{{InvTotal}}+{{DMTotal}}{{/Wp_Eval}}

           Invoice Balance:{{#Wp_Eval}}{{InvBalance}}+{{DMBalance}}{{/Wp_Eval}}
 

Consolidated Invoice PDF Sample

Sample of Debit Memo Template

Here is an example how to combine the surcharge debit memo into one debit memo Template:

The HTML template reference for surcharge part:

{{Cmd_Assign(surcharge,DebitMemo.DebitMemoes|FilterByValue(SourceType,EQ,Surcharge)|Sum(TotalAmountWithoutTax)|Round(2),true)}}

{{Cmd_Assign(surchargeTax,DebitMemo.DebitMemoes|FilterByValue(SourceType,EQ,Surcharge)|Sum(TaxAmount)|Round(2),true)}}

{{Cmd_Assign(surchargeTotal,DebitMemo.DebitMemoes|FilterByValue(SourceType,EQ,Surcharge)|Sum(TotalAmount)|Round(2),true)}}

{{Cmd_Assign(surchargeBalance,DebitMemo.DebitMemoes|FilterByValue(SourceType,EQ,Surcharge)|Sum(Balance)|Round(2),true)}}

 

Surcharge: {{DebitMemo.Account.Currency|Symbol}} {{surcharge|Round(2)|Localise}}

Tax:{{DebitMemo.Account.Currency|Symbol}} {{#Wp_Eval}}{{DebitMemo.TaxAmount}}+{{surchargeTax}}|Round(2)|Localise{{/Wp_Eval}}

Total:{{DebitMemo.Account.Currency|Symbol}} {{#Wp_Eval}}{{DebitMemo.TotalAmount}}+{{surchargeTotal}}|Round(2)|Localise{{/Wp_Eval}}

Balance:{{DebitMemo.Account.Currency|Symbol}} {{#Wp_Eval}}{{DebitMemo.Balance}}+{{surchargeBalance}}|Round(2)|Localise{{/Wp_Eval}}

Consolidated Debit Memo PDF Sample