Invoices can become lengthy if they include multiple subscriptions over multiple invoice periods. Help your customers understand these charges by summarizing the information on your invoices. The table filter TableFilter: GroupBy can be used to:

• Summarize similar invoice items into a single line

• Sum the values for charge amount, tax, and total

Example​: How the GroupBy Table Filter Works

This example shows how Charge Summary Table shown in the previous figure was summarized using the GroupBy table filter. The example assumes that the invoice (INV00000001) contains three invoice items and has a posted date of 01/31/2014.

In the example, the GroupBy table filter uses the following fields:

• InvoiceItem.PackageName__c (where PackageName is a tenant-defined custom field for the RatePlanCharge object)

• InvoiceItem.ServicePeriod

• InvoiceItem.ChargePeriod

• InvoiceItem.ChargeType

To be summarized, invoice items must share identical values for all fields that are included. The four fields are specified in the order shown above. The field code is as follows:

{ MERGEFIELD "TableFilter:GroupBy PackageName__c,ServicePeriod,ChargePeriod,ChargeType" \* 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.

Customize the template

The following table illustrates how to configure the Charge Summary table with the GroupBy filter:

View the invoice

When INV00000001 is opened in PDF format, the three similar invoice items are summarized into a single line and their charge amount, tax, and total values are summed.

With GroupBy table filter:

For comparison, the same table without the GroupBy table filter displays all three invoice items on separate lines. Notice that the custom field (Package Name), Service Period, Charge Type and Billing Period are the same for all three invoice items.

Without GroupBy table filter: