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Supported fields the invoice template

Explore the support for custom fields in Region fields within invoice templates, highlighting limitations with TableSort functionality.

The following table lists which Region fields support custom fields in the invoice template.

Note: Group and subtotal in nested tables is the only way you can sort by custom fields. For other cases, custom fields are not supported when using TableSort.

Invoice PDF tables (Region fields)

Custom fields in UI

Sample tag

Account

Account

<<Account.ReasonCode__c>>

BillToContact

Contact

<<BillToContact.ReasonCode__c>>

SoldToContact

Contact

<<SoldToContact.ReasonCode__c>>

Invoice

Invoice

<<Invoice.ReasonCode__c>>

InvoiceItem

InvoiceDetail

<<InvoiceItem.ReasonCode__c>>

Subscription

Subscription

<<Subscription.ReasonCode__c>>

UsageSummary

Not Supported

N/A

Usage

Usages

<<Usage.ReasonCode__c>>

TaxSummary

Not Supported

N/A

TaxItem

Not Supported

N/A

Transaction

  1. Invoice

  2. Invoice Adjustment

  3. Refund

  4. Payment

  5. Invoice Item Adjustment

<<Transaction.Mapping: InvoiceAdjustment.ReasonCode__c, InvoiceItemAdjustment.ReasonCode__c,Invoice.ReasonCode__c, Payment.ReasonCode__c,Refund.ReasonCode__c>>

PreviousTransaction

  1. Invoice

  2. Invoice Adjustment

  3. Refund

  4. Payment

  5. Invoice Item Adjustment

<<Transaction.Mapping: InvoiceAdjustment.ReasonCode__c, InvoiceItemAdjustment.ReasonCode__c,Invoice.ReasonCode__c, Payment.ReasonCode__c,Refund.ReasonCode__c >>

OpenInvoice

Invoice

<<Invoice.ReasonCode__c>>