Sales Invoice | Advanced template - Merge field to show applied credit
Having recently started using advanced templates for our invoices, I've discovered that credits applied to invoices don't show separately and instead get added with payments, thus showing as net payments. I believe the credits field is only available for use on advanced statement templates so can the credits field be made available for adcvanced invoice templates please?
That would then give us the ability to display the total amount credited on an invoice and the total paid towards it on separate lines.
Thanks in advance
Kevin Maher
shared this idea
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Daniel Minnick
commented
A major reason these specific fields aren’t available or consistent is the archaic state of the DOCX rendering engine. It can’t handle modern XML mapping or advanced conditional logic reliably because it's running on nearly 20-year-old libraries. Modernizing the parser to OOXML v16 would allow for the robust field mapping we actually need. I've detailed the specific mapping failures and the path to a fix here: https://productideas.xero.com/forums/967115-invoices-quotes/suggestions/51245914-modernize-advanced-templates-full-support-for-mod
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Kyle Phillips
commented
Yes for this, but not so complicated (i.e. download a Word Doc, edit it and then import). Rather a simple process to add fields, move it and so forth. Custom fields are a big one for clients I have worked with.