Troubleshooting custom Word invoice templates
Addresses common issues with custom Word invoice templates in Zuora, including file format requirements, data field visibility, and custom field display.
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 .docx extension.
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 <<BillToContact.Description>> or <<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.