1. Order Management
  2. Billing and Invoices
  3. Fulfillable Items with SuiteBilling
  4. Merging Same Items in the Printed Invoice

Merging Same Items in the Printed Invoice

Items with the same rates and the same subscription can be merged in one line in the printed invoice. For the same items, amounts are summed up and displayed as one value.

Additional item information for fulfillable items are also merged if they are the same and are separated by a comma if they are different. For additional item information to be included in the printed invoice, check the Include in Printed Invoice box on the Item Field Mappings page for the specific field mapping. For more information, see Setting Item Field Mappings.

The preference to merge items with the same rates and subscription in the printed invoice can be set either on the invoice record or customer record. The preference in the customer record is carried over also as the preference in the invoice when it is not set there.

Before setting the preference to merge same items in the printed invoice, you must first customize the standard invoice form and optionally customize the template used for merging.

Customizing the Standard Invoice Form and Template to Merge Same Items

A template is used to merge items with the same rates and subscription in the printed invoice. To use that template, you must first customize a standard service invoice form. After that, you can optionally customize the template used for merging.

To customize the standard service invoice form:

  1. Go to Customization > Forms > Transaction Forms.

  2. In the Printing Type field, select the Advanced option.

    The Advanced option allows you to use advanced PDF/HTML templates to format transactions.

  3. In the Print Template field, select FIS Invoice PDF/HTML Template.

  4. Enter a name for the customized form and complete the fields in the form, as necessary, and click Save.

    For more information see, Custom Transaction Forms.

To customize the template that merges the same items in the printed invoice:

  1. Go to Customization > Forms > Advanced PDF/HTML Templates.

  2. Click Edit beside the FIS Invoice PDF/HTML Template name.

  3. Customize the template, as necessary.

    You may add you own company name and logo. This SuiteApp only supports image sizes of 80 x 80 pixels. For more information, see Advanced PDF/HTML Templates.

If you do not want to use the template that merges the same items in the printed invoice, you can use your company's own template. Paste the following code blocks in your own template to merge items with the same rates and subscription in the printed invoice.

  1. Paste this code block before <#list record.item as item> to declare the field mapping.

                    <!--START : Declare jsonRecord-->
<#assign jsonRecord = record.custpage_fis_json_field?eval_json />
<#assign mapLineFields = jsonRecord.mapLineFields />
<!--
@member jsonRecord.mapLineFields.id
<!--END : Declare jsonRecord-->

  2. Paste this code block after the last <th> tag inside <#list record.item as item> to render the additional item information columns.

                    <!--START - Render additional item information columns-->
<#list mapLineFields as fieldMap>
    <th colspan="4">${item[fieldMap.id + '@label']}</th>
</#list>
<!--END - Render additional item information columns-->

  3. Paste this code block after the last <td> tag inside <#list record.item as item> to render the column values.

                    <!--START Render column value-->
<#list mapLineFields as fieldMap>
    <td colspan="4">${item[fieldMap.id]}</td>
</#list>
<!--END Render column value-->

Setting the Preference to Merge Same Items in the Printed Invoice

The preference to merge items with the same rates and subscription in the printed invoice can be set either on the invoice record or customer record.

To set the preference to merge the same items in the printed invoice:

  1. Open the invoice record or customer record.

    For more information, see Creating an Invoice and Creating a Customer Record.

  2. In the Classification section of the invoice or customer record, check the Merge Same Items in Printed Invoice box.

    The preference in the customer record is carried over also as the preference in the invoice when it is not set there.

  3. Complete the fields in the invoice record or customer record, as necessary.

  4. Click Save.

  5. Click the printer icon and select Print.

Related Topics

General Notices