Customise invoice branding DOCX template by adding, deleting or moving fields

Find out the default DOCX invoice branding fields, and how to add, move and delete fields from your templates.

You can insert fields manually to customise your template

  • If you're using Windows - in the template go to Insert > Quick Parts > Field. Select MergeField from Field names. In the Field name enter the field you want to insert.
  • If you're using a Mac - in the template go to Insert > Field. Click Categories, then select Mail Merge. Select MergeField from Field names. In the Field name enter the field you want to insert.
  • Be aware that simply typing over the field name in the template won't change the field code.

Fields you can insert into each template

  • Invoice template
    Fields you can insert in templateDescription of field
    ContactContactNumberContact's contact number
    ContactEmailAddressContact's email address
    ContactFirstNameContact's first name
    ContactLastNameContact's last name
    ContactPhysicalAddressContact's street address, in the regional format of the organisation. Combination of all street address fields
    ContactPhysicalAddressLinesContact's street address (lines 1-4)
    ContactPhysicalAttentionToAttention to field (street address)
    ContactPhysicalCityContact's city (street address)
    ContactPhysicalCountryContact's country (street address)
    ContactPhysicalPostCodeContact's postcode (street address)
    ContactPhysicalRegionContact's region (street address)
    ContactPostalAddressLinesContact's postal address (lines 1-4)
    ContactPostalAttentionToAttention to field (postal address)
    ContactPostalCityContact's city (postal address)
    ContactPostalCountryContact's country (postal address)
    ContactPostalPostCodeContact's postal or zip code (postal address)
    ContactPostalRegionContact's region (postal address)
    CurrencyRateCurrency rate used on multi-currency
    DefaultCurrencyThe ISO 4217 currency code (www.iso.org website)
    DefaultCurrencyTaxAmountAmount of tax paid in default currency
    DiscountAmountAmount of discount for given line
    DiscountPercentage Discount percentage for given line
    DiscountedUnitPriceUnit price less the discount
    InvoiceTaxTotalTax total
    ItemNameInventory item name
    MultiCurrencyDisplayMessageCombination of {{Default Currency Tax Message}} and {{CurrencyConversionMessage}}. Used in sample template.
    OrganisationPhysicalAddressOrganisation's physical address, in the regional format of the organisation. Combination of all physical address fields
    OrganisationPhysicalAddressLinesOrganisation's physical address (lines 1-4)
    OrganisationPhysicalAttentionToAttention to field
    OrganisationPhysicalCityOrganisation's city (physical address)
    OrganisationPhysicalCountryOrganisation's country (physical address)
    OrganisationPhysicalPostCodeOrganisation's postcode (physical address)
    OrganisationPhysicalRegionOrganisation's region (physical address)
    OrganisationPostalAddressLinesOrganisation's postal address (lines 1-4)
    OrganisationPostalAttentionToAttention to field
    OrganisationPostalCityOrganisation's city (postal address)
    OrganisationPostalCountryOrganisation's country (postal address)
    OrganisationPostalPostCodeOrganisation's postal or zip code (postal address)
    OrganisationPostalRegionOrganisation's region (postal address)
    OrganisationTaxNumberVAT number
    PayPalImagePaypal credit card logos
    PayPalMessageAndUrlPayPal URL
    RegistrationNumberUK Registration Number
    TaxInclusiveDiscountAmountAmount of discount for line, tax inclusive
    TaxInclusiveDiscountUnitPriceUnit price less the discount, tax inclusive
    TaxInclusiveLineAmountTax inclusive line amount. Replace field «LineAmount» with this field. Also insert field TaxInclusiveUnitAmount
    TaxInclusiveTotalDiscountAmountTotal combined discount across all lines, tax inclusive
    TaxInclusiveUnitAmountTax inclusive unit amount. Replace field «UnitAmount» with this field. Also insert field TaxInclusiveLineAmount
    TaxOnLineAmountTax amount for individual line item
    TaxRateNameTax rate name
    TotalDiscountAmountTotal combined discount across all lines
    TaxPercentageTax percentage
    TaxPercentageorNameDisplays tax rate as a percentage if greater than 0%, otherwise displays full tax rate name
    TaxRateNameFull tax rate name
  • Statement template
    Fields you can insert in templateDescription of field
    ContactContactNumberContact's contact number
    ContactEmailAddressContact's email address
    ContactFirstNameContact's first name
    ContactLastNameContact's last name
    ContactPhysicalAddressContact's street address, in the regional format of the organisation. Combination of all street address fields
    ContactPhysicalAddressLinesContact's street address (lines 1-4)
    ContactPhysicalAttentionToAttention to field (street address)
    ContactPhysicalCityContact's city (street address)
    ContactPhysicalCountryContact's country (street address)
    ContactPhysicalPostCodeContact's postcode (street address)
    ContactPhysicalRegionContact's region (street address)
    ContactPostalAddressLinesContact's postal address (lines 1-4)
    ContactPostalAttentionToAttention to field (postal address)
    ContactPostalCityContact's city (postal address)
    ContactPostalCountryContact's country (postal address)
    ContactPostalPostCodeContact's postal or zip code (postal address)
    ContactPostalRegionContact's region (postal address)
    LongReferenceReplace field «Reference» with this field to display full (not shortened) reference
    OrganisationPhysicalAddressOrganisation's physical address, in the regional format of the organisation. Combination of all physical address fields
    OrganisationPhysicalAddressLinesOrganisation's physical address (lines 1-4)
    OrganisationPhysicalAttentionToAttention to field
    OrganisationPhysicalCityOrganisation's city (physical address)
    OrganisationPhysicalCountryOrganisation's country (physical address)
    OrganisationPhysicalPostCodeOrganisation's postcode (physical address)
    OrganisationPhysicalRegionOrganisation's region (physical address)
    OrganisationPostalAddressLinesOrganisation's postal address (lines 1-4)
    OrganisationPostalAttentionToAttention to field
    OrganisationPostalCityOrganisation's city (postal address)
    OrganisationPostalCountryOrganisation's country (postal address)
    OrganisationPostalPostCodeOrganisation's postal or zip code (postal address)
    OrganisationPostalRegionOrganisation's region (postal address)
    OrganisationTaxNumberVAT number
    RegistrationNumberUK Registration Number
  • Credit note template
    Fields you can insert in templateDescription of field
    ContactContactNumberContact's contact number
    ContactEmailAddressContact's email address
    ContactFirstNameContact's first name
    ContactLastNameContact's last name
    ContactPhysicalAddressContact's street address, in the regional format of the organisation. Combination of all street address fields
    ContactPhysicalAddressLinesContact's street address (lines 1-4)
    ContactPhysicalAttentionToAttention to field (street address)
    ContactPhysicalCityContact's city (street address)
    ContactPhysicalCountryContact's country (street address)
    ContactPhysicalPostCodeContact's postcode (street address)
    ContactPhysicalRegionContact's region (street address)
    ContactPostalAddressLinesContact's postal address (lines 1-4)
    ContactPostalAttentionToAttention to field (postal address)
    ContactPostalCityContact's city (postal address)
    ContactPostalCountryContact's country (postal address)
    ContactPostalPostCodeContact's postal or zip code (postal address)
    ContactPostalRegionContact's region (postal address)
    CurrencyRateCurrency rate used on multi-currency
    DefaultCurrencyThe ISO 4217 currency code (www.iso.org website)
    DefaultCurrencyTaxAmountAmount of tax paid in default currency
    InvoiceTaxTotalTax total
    InvoiceTotalNetPaymentsNet total of all payments and credits made to this sales invoice. Default $0.00
    ItemNameInventory item name
    MultiCurrencyDisplayMessageCombination of {{Default Currency Tax Message}} and {{CurrencyConversionMessage}}. Used in sample template.
    OrganisationPhysicalAddressOrganisation's physical address, in the regional format of the organisation. Combination of all physical address fields
    OrganisationPhysicalAddressLinesOrganisation's physical address (lines 1-4)
    OrganisationPhysicalAttentionToAttention to field
    OrganisationPhysicalCityOrganisation's city (physical address)
    OrganisationPhysicalCountryOrganisation's country (physical address)
    OrganisationPhysicalPostCodeOrganisation's postcode (physical address)
    OrganisationPhysicalRegionOrganisation's region (physical address)
    OrganisationPostalAddressLinesOrganisation's postal address (lines 1-4)
    OrganisationPostalAttentionToAttention to field
    OrganisationPostalCityOrganisation's city (postal address)
    OrganisationPostalCountryOrganisation's country (postal address)
    OrganisationPostalPostCodeOrganisation's postal or zip code (postal address)
    OrganisationPostalRegionOrganisation's region (postal address)
    OrganisationTaxNumberVAT number
    RegistrationNumberUK Registration Number
    TaxInclusiveLineAmountTax inclusive line amount. Replace field «LineAmount» with this field. Also insert field TaxInclusiveUnitAmount
    TaxInclusiveUnitAmountTax inclusive unit amount. Replace field «UnitAmount» with this field. Also insert field TaxInclusiveLineAmount
    TaxOnLineAmountTax amount for individual line item
    TaxRateNameTax rate name
    TaxPercentageTax percentage
    TaxPercentageorNameDisplays tax rate as a percentage if greater than 0%, otherwise displays full tax rate name
    TaxRateNameFull tax rate name
  • Purchase order template
    Fields you can insert in templateDescription of field
    ContactContactNumberContact's contact number
    ContactEmailAddressContact's email address
    ContactFirstNameContact's first name
    ContactLastNameContact's last name
    ContactPhysicalAddressContact's street address, in the regional format of the organisation. Combination of all street address fields
    ContactPhysicalAddressLinesContact's street address (lines 1-4)
    ContactPhysicalAttentionToAttention to field (street address)
    ContactPhysicalCityContact's city (street address)
    ContactPhysicalCountryContact's country (street address)
    ContactPhysicalPostCodeContact's postcode (street address)
    ContactPhysicalRegionContact's region (street address)
    ContactPostalAddressLinesContact's postal address (lines 1-4)
    ContactPostalAttentionToAttention to field (postal address)
    ContactPostalCityContact's city (postal address)
    ContactPostalCountryContact's country (postal address)
    ContactPostalPostCodeContact's postal or zip code (postal address)
    ContactPostalRegionContact's region (postal address)
    CurrencyRateCurrency rate used on multi-currency
    DefaultCurrencyThe ISO 4217 currency code (www.iso.org website)
    DefaultCurrencyTaxAmountAmount of tax paid in default currency
    DeliveryContactDelivery Contact
    DeliveryPhoneDelivery telephone number
    DeliveryAddressDelivery address
    DeliveryInstructionsDelivery instructions
    DiscountAmountAmount of discount for given line
    DiscountPercentage Discount percentage for given line
    DiscountedUnitPriceUnit price less the discount
    InvoiceTaxTotalTax total
    ItemNameInventory item name
    MultiCurrencyDisplayMessageCombination of {{Default Currency Tax Message}} and {{CurrencyConversionMessage}}. Used in sample template.
    OrganisationPhysicalAddressOrganisation's physical address, in the regional format of the organisation. Combination of all physical address fields
    OrganisationPhysicalAddressLinesOrganisation's physical address (lines 1-4)
    OrganisationPhysicalAttentionToAttention to field
    OrganisationPhysicalCityOrganisation's city (physical address)
    OrganisationPhysicalCountryOrganisation's country (physical address)
    OrganisationPhysicalPostCodeOrganisation's postcode (physical address)
    OrganisationPhysicalRegionOrganisation's region (physical address)
    OrganisationPostalAddressLinesOrganisation's postal address (lines 1-4)
    OrganisationPostalAttentionToAttention to field
    OrganisationPostalCityOrganisation's city (postal address)
    OrganisationPostalCountryOrganisation's country (postal address)
    OrganisationPostalPostCodeOrganisation's postal or zip code (postal address)
    OrganisationPostalRegionOrganisation's region (postal address)
    OrganisationTaxNumberVAT number
    QuantityTotalSum of the quantity column
    RegistrationNumberUK Registration Number
    TaxInclusiveDiscountAmountAmount of discount for line, tax inclusive
    TaxInclusiveDiscountUnitPriceUnit price less the discount, tax inclusive
    TaxInclusiveLineAmountTax inclusive line amount. Replace field «LineAmount» with this field. Also insert field TaxInclusiveUnitAmount
    TaxInclusiveTotalDiscountAmountTotal combined discount across all lines, tax inclusive
    TaxInclusiveUnitAmountTax inclusive unit amount. Replace field «UnitAmount» with this field. Also insert field TaxInclusiveLineAmount
    TaxOnLineAmountTax amount for individual line item
    TaxRateNameTax rate name
    TotalDiscountAmountTotal combined discount across all lines
    TaxPercentageTax percentage
    TaxPercentageorNameDisplays tax rate as a percentage if greater than 0%, otherwise displays full tax rate name
    TaxRateNameFull tax rate name
  • Quote template
    Fields you can insert in templateDescription of field
    ContactContactNumberContact's contact number
    ContactEmailAddressContact's email address
    ContactFirstNameContact's first name
    ContactLastNameContact's last name
    ContactPhysicalAddressContact's street address, in the regional format of the organisation. Combination of all street address fields
    ContactPhysicalAddressLinesContact's street address (lines 1-4)
    ContactPhysicalAttentionToAttention to field (street address)
    ContactPhysicalCityContact's city (street address)
    ContactPhysicalCountryContact's country (street address)
    ContactPhysicalPostCodeContact's postcode (street address)
    ContactPhysicalRegionContact's region (street address)
    ContactPostalAddressLinesContact's postal address (lines 1-4)
    ContactPostalAttentionToAttention to field (postal address)
    ContactPostalCityContact's city (postal address)
    ContactPostalCountryContact's country (postal address)
    ContactPostalPostCodeContact's postal or zip code (postal address)
    ContactPostalRegionContact's region (postal address)
    CurrencyRateCurrency rate used on multi-currency
    DefaultCurrencyThe ISO 4217 currency code (www.iso.org website)
    DefaultCurrencyTaxAmountAmount of tax paid in default currency
    DiscountAmountAmount of discount for given line
    DiscountPercentage Discount percentage for given line
    DiscountedUnitPriceUnit price less the discount
    InvoiceTaxTotalTax total
    ItemNameInventory item name
    MultiCurrencyDisplayMessageCombination of {{Default Currency Tax Message}} and {{CurrencyConversionMessage}}. Used in sample template.
    OrganisationPhysicalAddressOrganisation's physical address, in the regional format of the organisation. Combination of all physical address fields
    OrganisationPhysicalAddressLinesOrganisation's physical address (lines 1-4)
    OrganisationPhysicalAttentionToAttention to field
    OrganisationPhysicalCityOrganisation's city (physical address)
    OrganisationPhysicalCountryOrganisation's country (physical address)
    OrganisationPhysicalPostCodeOrganisation's postcode (physical address)
    OrganisationPhysicalRegionOrganisation's region (physical address)
    OrganisationPostalAddressLinesOrganisation's postal address (lines 1-4)
    OrganisationPostalAttentionToAttention to field
    OrganisationPostalCityOrganisation's city (postal address)
    OrganisationPostalCountryOrganisation's country (postal address)
    OrganisationPostalPostCodeOrganisation's postal or zip code (postal address)
    OrganisationPostalRegionOrganisation's region (postal address)
    OrganisationTaxNumberVAT number
    QuantityTotalSum of the quantity column
    RegistrationNumberUK Registration Number
    TaxInclusiveDiscountAmountAmount of discount for line, tax inclusive
    TaxInclusiveDiscountUnitPriceUnit price less the discount, tax inclusive
    TaxInclusiveLineAmountTax inclusive line amount. Replace field «LineAmount» with this field. Also insert field TaxInclusiveUnitAmount
    TaxInclusiveTotalDiscountAmountTotal combined discount across all lines, tax inclusive
    TaxInclusiveUnitAmountTax inclusive unit amount. Replace field «UnitAmount» with this field. Also insert field TaxInclusiveLineAmount
    TaxOnLineAmountTax amount for individual line item
    TaxRateNameTax rate name
    TotalDiscountAmountTotal combined discount across all lines
    TaxPercentageTax percentage
    TaxPercentageorNameDisplays tax rate as a percentage if greater than 0%, otherwise displays full tax rate name
    TaxRateNameFull tax rate name

You can also add or edit specific theme components.

You can insert static text

You can add static text (that doesn't change) - like your standard payment terms and conditions - to your DOCX template.

The best way to do this is to add text to a table in the template. However, if you add text outside a table, you'll need to highlight your text > right-click > select Paragraph... > click Line and Page Breaks tab > check the box Keep lines together.

If you don't use either of these methods, your text may be hidden when you generate your sales invoice, credit note, statement, quote or purchase order.

When viewing the tables in Word, enable View Gridlines.

How to move or delete fields

You can move or delete any default fields just as you do with a standard Word document.

However, there are these exceptions:

Check you've moved or deleted your field correctly

The only way to be sure you've moved or deleted your field correctly is to look at the field code view.

Use Alt+F9 in Windows or Preferences > Authoring and Proofing Tools > View > Field Code on a Mac to do this.

The field code view will display your field code if you haven't moved or deleted it completely.

Default fields on DOCX templates

This table displays:

  • the fields on the DOCX templates
  • which fields are default on each template if you downloaded a template today
  • what the fields relate to in Xero.
FieldDefault field in DOCX templateDescription of field in Xero
«Amount»StatementsInvoice total amount
«Balance»StatementsRunning total of sales invoices
«ContactAccountNumber»

Invoices

Credit notes

Statements

Purchase orders

Quotes

Contact's account number
«ContactName»

Invoices

Credit notes

Statements

Purchase orders

Quotes

Contact's name
«ContactPostalAddress»

Invoices

Credit notes

Statements

Purchase orders

Quotes

Contact's postal address. Combination of all of the contact postal address fields.
«ContactTaxDisplayName»

Invoices

Credit notes

Statements

Purchase orders

Quotes

Organisation's tax display name - displayed only when the contact has a tax number
«ContactTaxNumber»

Invoices

Credit notes

Statements

Purchase orders

Quotes

Contact's tax number
«Currency»StatementsThe ISO 4217 currency code of the sales invoice (www.iso.org website)
«CurrencyConversionMessage»

Invoices

Credit notes

Purchase orders

Quotes

A summary field that displays "Conversion Rate: 1 {{InvoiceCurrency}} = {{CurrencyRate}} {{DefaultCurrency}}"
«CurrencyName»StatementsThe full name of the currency
«CurrentDueAmount»StatementsCombined value of statement
«DefaultCurrency»

Invoices

Credit notes

Purchase orders

Quotes

Organisation's default currency
«DeliveryAddress»Purchase ordersDelivery address for the customer
«DeliveryContact»Purchase ordersContact person for delivery
«DeliveryDetail»Purchase ordersDelivery detail including the due date, address, phone and instructions
«DeliveryInstructions»Purchase ordersInstructions for delivery
«DeliveryPhone»Purchase ordersContact phone number for delivery
«Description»

Invoices

Credit notes

Purchase orders

Quotes

Line description
«Description»StatementsCombination of '{{InvoiceTitle}} # {{InvoiceNumber}}'
«DueDate»StatementsSales invoice due date
«ExpiryDate»QuotesQuote expiry date
«InvoiceAmountDue»

Invoices

Purchase orders

Quotes

Total less any payments
«InvoiceCurrency»

Invoices

Credit notes

Purchase orders

Quotes

The ISO 4217 currency code

(www.iso.org website)

«InvoiceDate»

Invoices

Credit notes

Statements

Purchase orders

Quotes

Date
«InvoiceDueDate»

Invoices

Purchase orders

Due date
«InvoiceNumber»

Invoices

Credit notes

Purchase orders

Quotes

Number (for example, INV 002)
«InvoiceSubTotal»

Invoices

Credit notes

Purchase orders

Quotes

Total (excluding tax)
«INVOICETITLE»

Invoices

Credit notes

Statements

Purchase orders

Quotes

Title of the document (for example, invoice, credit note, statement)
«InvoiceTotal»

Invoices

Credit notes

Purchase orders

Total (including tax)
«InvoiceTotalNetPayments»InvoicesNet total of all payments and credits made to this sales invoice. Default $0.00
«ItemCode»

Invoices

Credit notes

Purchase orders

Quotes

Inventory item code
«LineAmount»

Invoices

Credit notes

Quotes

Line amount
«NetGoodsAmount»

Invoices

Credit notes

Net amount of this line item
«OpeningBalance»StatementsBalance at start of statement, if activity statement
«OrganisationName»

Invoices

Credit notes

Statements

Purchase orders

Quotes

Legal trading name of organisation
«OrganisationPostalAddress»

Invoices

Credit notes

Statements

Purchase orders

Quotes

Organisation address. Combination of all of the organisation postal address fields
«OrganisationTaxDisplayName»

Invoices

Credit notes

Statements

Purchase orders

Quotes

Description of tax display number
«OrganisationTaxDisplayNumber»

Invoices

Credit notes

Statements

Purchase orders

Quotes

Legally required number for organisation
«OverdueAmount»StatementsThe amount of the statement that's overdue
«PaidAmount»

Statements

Amount paid for each sales invoice
«PaymentImage»InvoicesCredit card logos for payment services
«PaymentMessageAndUrl»InvoicesPayment service URL, or URL to online invoice
«Quantity»

Invoices

Credit notes

Purchase orders

Quotes

Line quantity
«QuoteTerms»QuotesTerms and conditions of the quote
«QuoteTitle»QuotesThe title of your quote
«Reference»

Invoices

Credit notes

Statements

Purchase orders

Quotes

Reference field (Shortened to 10 characters on statements. Replace statement template with field LongReference if you want full reference to display)
«RegisteredOffice»

Invoices

Credit notes

Statements

Purchase orders

Quotes

Combined organisation postal address data and tax number information, which satisfies legal requirements for a registered office address to be included on every sales invoice
«StartDate»StatementsDate the statement period starts
«StatementDate»StatementsDate statement produced (for example, statement end date)
«Summary»QuotesSummary description of your quote
«TableEnd:Line» StatementsThe end of the table of sales invoices included in the template
«TableEnd:LineItem»

Invoices

Credit notes

Purchase orders

Quotes

The end of the table of line items
«TableEnd:TaxItem»

Invoices

Credit notes

Purchase orders

Quotes

The end of the table of tax rates applied in local currency
«TableEnd:TaxSubTotal»

Invoices

Credit notes

Purchase orders

Quotes

The end of the table of tax amounts in the summary
«TableStart:Line» StatementsThe start of the table of sales invoices included in the template
«TableStart:LineItem»

Invoices

Credit notes

Purchase orders

Quotes

The start of the table of line items
«TableStart:TaxItem»

Invoices

Credit notes

Purchase orders

The start of the table of tax rates applied in local currency
«TableStart:TaxSubTotal»

Invoices

Credit notes

Purchase orders

Quotes

The start of the table of tax amounts in the summary
«TaxCode»

Invoices

Credit notes

Purchase orders

Quotes

Tax component for this subtotal
«TaxPercentageOrName»

Invoices

Credit notes

Purchase orders

Quotes

Tax rate for this line item
«TaxTotal»

Invoices

Credit notes

Purchase orders

Amount of this tax component that needs to be paid
«TaxUnitName»

Invoices

Credit notes

Purchase orders

Quotes

Tax type charged by this organisation (VAT)
«TotalDueAmount»StatementsBalance at end of statement
«UnitAmount»

Invoices

Credit notes

Purchase orders

Quotes

Price per unit

Tax rates, tax components and currency conversion fields to add to your custom theme

Tax rates and tax components are two different ways of displaying tax subtotals. Tax rates group by percentage. Tax components group by name rather than percentage.

Tax subtotals

Your default template will group tax subtotals by tax rate or tax component depending on the region you chose when you created your organisation.

New Zealand, Australia and United Kingdom tax subtotals will group by tax rates. The United States and all other regions will group by tax components.

This is the default field which you mustn't delete unless you want to customise your DOCX further: «TableStart:TaxSubTotal»Total«TaxCode»«TaxTotal»«TableEnd:TaxSubTotal»

Tax rates

How you want your tax rate to displayFields you need to add to your custom (DOCX) theme
tax rates«TableStart:TaxSubTotalBy
TaxRate» Total«TaxCode»
«TaxTotal»«TableEnd: TaxSubTotalByTaxRate»
tax rates over 0%«TableStart:TaxSubTotalBy
TaxRateExcludingZero» Total«TaxCode»
«TaxTotal»«TableEnd: TaxSubTotalByTaxRate
ExcludingZero»
a single tax subtotalTotal«TaxUnitName»«InvoiceTaxTotal»

Tax components

How you want your tax component to display Fields you need to add to your custom (DOCX) theme
tax components«TableStart:TaxSubTotalBy
Component» Total«TaxCode»

«TableEnd:TaxSubTotal

ByComponent»

tax components over 0%

«TableStart:TaxSubTotalBy
Component

ExcludingZero»Total«TaxCode»

«TaxTotal»«TableEnd:Tax
SubTotal

ByComponentExcludingZero»

Currency conversion options available

If you want your currency conversion to display as a:

  • net amount with tax totals (regionalised tax item table), add this field to your custom (DOCX) theme

    «TableStart:TaxItem»«TableEnd:TaxItem»

  • Currency conversion table in a regionalised tax item table

  • net amount with tax totals (tax components tax item table), add this field to your custom (DOCX) theme
    «TableStart:TaxItemByComponent»«TableEnd:TaxItemByComponent»
  • Currency conversion table showing tax components

  • net amount with tax totals (tax rates tax item table), add this field to your custom (DOCX) theme
    «TableStart:TaxItemByTaxRate»«TableEnd:TaxItemByTaxRate»
  • Currency conversion table with tax rates

  • single tax total (the currency tax message will only display if a tax value is applied), add this field to your custom (DOCX) theme
    «DefaultCurrencyTaxMessage»«CurrencyConversionMessage»

If you don't want the currency conversion to show, remove the default currency conversion table.