How JustAnswer Works:

  • Ask an Expert
    Experts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional Answer
    Via email, text message, or notification as you wait on our site.
    Ask follow up questions if you need to.
  • 100% Satisfaction Guarantee
    Rate the answer you receive.

Ask Brandon M. Your Own Question

Brandon M.
Brandon M., Mac Support Specialist
Category: Mac
Satisfied Customers: 6976
Experience:  10+ Years Mac Support as contractor and currently an IT Manager for law firm
12024030
Type Your Mac Question Here...
Brandon M. is online now
A new question is answered every 9 seconds

Please take me to live chat with this question

Resolved Question:

Please take me to live chat with this question. I'm working on a template for a sales invoice. I need to add the discount as well as the discount applied wording to the subtotal. I am using Microsoft Word for Mac, so I can't figure out how to add the merge fields. Is this something you could do for me real quick? I'm using the Accounting Software Xero and its quite user friendly... I'll provide the Word template (DOCX)

Submitted: 11 months ago.
Category: Mac
Expert:  Brandon M. replied 11 months ago.

Brandon M. :

Welcome back. I would be happy to take a look at the document for you and see if it is possible.

Customer:

One second please.

Customer:

Hi

Customer:

Sorry about that

Customer:

How are you?

Brandon M. :

Hey, sorry for the delay. I stepped out to lunch.

Brandon M. :

Are you still around?

Customer:

No worries.

Customer:

Yup, I'm still around.

Customer:

So basically I need to use DOCX formatting to show the discount in my invoice.

Customer:

The software I use is Xero and its really easy I'm sure, I just can't figure it out

Customer:

Well, its the last part, the "Mergefield" part

Customer:

http://help.xero.com/#Q_InvoiceDiscounts

Customer:

I can send you the Microsoft Word template

Customer:

You still there?

Brandon M. :

Ah, sorry - wasn't paying attention.

Brandon M. :

So, does Xero export Word docs?

Customer:

Yup, I have the word doc ready for you.

Customer:

There are only two things missing:

Customer:

1. The mergefield

Customer:

2. Some wording by the subtotal, which I'm not sure how to insert.

Brandon M. :

Ohh, it uses Word docs as a template

Customer:

DOCX format.

Brandon M. :

Sure, go ahead and send it to me. Wikisend is the best way

Customer:

They use word so you can customize, then it spits out a PDF when you invoice a client.

Customer:

http://wikisend.com/download/953830/Invoice.docx

Customer:

Its in spanish, so let me know if I can help ... but shoudl be pretty self explanatory (descuento = discount)

Customer:

the mergefield part should be in english though...

Customer:

and you can type in the subtotal wording and I'll just correct it later.

Brandon M. :

Ok, let me see what I can do

Customer:

Ok.

Customer:

you saw the link I sent you from Xero?

Brandon M. :

Yup

Customer:

ok, great.

Brandon M. :

 


Try this: LINK


 

Customer:

didn't work.

Brandon M. :

The link or the file?

Customer:

link

Customer:

now it did

Customer:

ah wait

Brandon M. :

Ok

Customer:

one sec please

Customer:

nice work!

Brandon M. :

Glad to hear it works :)

Customer:

one sec

Customer:

could you format the pricing of the discount in the subtotal part?

Brandon M. :

To an extent, yes

Customer:

right now it shows: 17000.31

Customer:

I just want $17,000.31

Brandon M. :

Hrm - Not sure if it can format dollar amounts. Let me check.

Customer:

don't worry about dollar

Customer:

symbol

Customer:

(I was able to easily add that)

Customer:

It can actually be the same number formatting as "Precio"

Brandon M. :

Where is Precio?

Brandon M. :

Oh

Brandon M. :

I see it

Brandon M. :

 


Try this: LINK


 

Customer:

unfortunately it didn't bring in the comma...

Brandon M. :

Hrm... Weird. I re-created the field - try this LINK

Customer:

Nope :(

Customer:

Still not bringing in the comma...

Customer:

you want to see a screen shot?

Brandon M. :

Hrm - maybe easier to edit it right on your computer - would you be ok with that?

Customer:

I can try

Customer:

what should I do exactly?

Brandon M. :

Just a sec, I will get you a link

Customer:

Ok.

Brandon M. :

Download and run the software

Customer:

What are you getting me into here ? haha

Customer:

ah remoting in?

Brandon M. :

Yup, it's our remote software

Brandon M. :

If you are ok with that

Customer:

Sure.

Brandon M. :

Figured it would be easier than keep sending files over

Customer:

Well, the thing is... each time you update it, I have to re-upload to Xero

Brandon M. :

That is fine

Customer:

ok

Customer:

I think its live

Brandon M. :

Ok, I'm connected

Brandon M. :

Can you bring up the doc?

Customer:

you see my screen?

Brandon M. :

Yup

Customer:

so how do we do this?

Brandon M. :

I just control your computer and give you the go-ahead to upload.

Customer:

how do I give you the access?

Brandon M. :

You already did. I just turn on control

Customer:

ah ok.

Customer:

i'm ready

Brandon M. :

Try that

Brandon M. :

Hrm - that doesn't look right - I didn't put the $ in...

Customer:

the $ was in, but it didn't show the comma

Brandon M. :

Let me check the template again

Customer:

k

Brandon M. :

Upload - this should *not* have a dollar sign

Customer:

k

Brandon M. :

No, it's not using the right template or something - there is no $ in the template I just gave you

Customer:

hmmm

Customer:

one sec

Customer:

I'm sorry!

Customer:

Was uploading the wrong invoice.docx

Customer:

one sec

Customer:

let me give you access to fix it real quick.

Customer:

let me open correct one

Customer:

go for it

Customer:

no dollar sign, sorry.

Customer:

ok, all yours

Customer:

try?

Brandon M. :

Yup, sorry

Brandon M. :

Hrm - has MERGEFORMAT in there

Brandon M. :

Let me fix that real quick

Customer:

k

Brandon M. :

Forgot a quote :P

Customer:

something not right...

Customer:

its bringing in the wrong discount.

Customer:

#

Customer:

in the software it shows one number and in the PDF it shows another

Brandon M. :

Yeah, that is weird.

Brandon M. :

The pdf has different numbers in it all together

Customer:

one sec

Customer:

it actually doesn't...

Customer:

its because I gave the price 29,500 with tax included

Customer:

and in the PDF, it separates it

Customer:

25,431 without tax, watch:

Customer:

25,431 * 1.16 = 29,500

Customer:

but I don't know why it shows a different discount number

Brandon M. :

Is it discounting the price with tax instead of the price before tax?

Customer:

let me see

Customer:

I need to talk with them to figure out whats going on.

Brandon M. :

Yeah, sounds like something on their end or something because the merge field should be correct.

Brandon M. :

Yeah. thats what it looked like

Customer:

they are taxing the total price (including tax)

Customer:

let me talk to them and I will let you know if I have any questions.

Customer:

thanks for your help!!

Brandon M. :

Sure, no problem

Brandon M. :

Glad to help

Brandon M. :

I have disconnected from the remote control. Let me know if you need anything else. Otherwise, please don't forget to rate :)

Brandon M., Mac Support Specialist
Category: Mac
Satisfied Customers: 6976
Experience: 10+ Years Mac Support as contractor and currently an IT Manager for law firm
Brandon M. and 6 other Mac Specialists are ready to help you

JustAnswer in the News:

 
 
 
Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.
 
 
 

What Customers are Saying:

 
 
 
  • Hi John, Thank you for your expertise and, more important, for your kindness because they make me, almost, look forward to my next computer problem. After the next problem comes, I'll be delighted to correspond again with you. I'm told that I excel at programing. But system administration has never been one of my talents. So it's great to have an expert to rely on when the computer decides to stump me. God bless, Bill Bill M. Schenectady, New York
< Last | Next >
  • Hi John, Thank you for your expertise and, more important, for your kindness because they make me, almost, look forward to my next computer problem. After the next problem comes, I'll be delighted to correspond again with you. I'm told that I excel at programing. But system administration has never been one of my talents. So it's great to have an expert to rely on when the computer decides to stump me. God bless, Bill Bill M. Schenectady, New York
  • The Expert answered my Mac question and was patient. He answered in a thorough and timely manner, keeping the response on a level that could understand. Thank you! Frank Canada
  • My Expert answered my question promptly and he resolved the issue totally. This is a great service. I am so glad I found it I will definitely use the service again if needed. One Happy Customer New York
  • Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help. Mary C. Freshfield, Liverpool, UK
  • This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!! Alex Los Angeles, CA
  • Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult. GP Hesperia, CA
  • I couldn't be more satisfied! This is the site I will always come to when I need a second opinion. Justin Kernersville, NC
 
 
 

Meet The Experts:

 
 
 
  • Mike

    Mac Medic

    Satisfied Customers:

    6256
    Over 20 years IT experience with Apple computers in publishing, marketing and design.
< Last | Next >
  • http://ww2.justanswer.com/uploads/macthelife/2009-10-20_1899_mikesebaharsquare64.jpg Mike's Avatar

    Mike

    Mac Medic

    Satisfied Customers:

    6256
    Over 20 years IT experience with Apple computers in publishing, marketing and design.
  • http://ww2.justanswer.com/uploads/AS/ashiknasameen/2012-5-15_141836_final2.64x64.jpg Ashik's Avatar

    Ashik

    Mac Helper

    Satisfied Customers:

    5282
    7+ Years of Experience in troubleshooting Macs, iPhone, iPad, iPod etc
  • http://ww2.justanswer.com/uploads/DP/dpean/2012-6-6_172828_avatorme1.64x64.JPG Daniel's Avatar

    Daniel

    Mac Genius

    Satisfied Customers:

    4670
    Apple certified on desktop and portable, help desk qualified. Have owned and used Macs since 1989.
  • http://ww2.justanswer.com/uploads/VI/vinodvmenon2005/1.64x64.jpg Vinod Menon's Avatar

    Vinod Menon

    Support Specialist

    Satisfied Customers:

    2068
    worked as a Tech support Associate for Apple products
  • http://ww2.justanswer.com/uploads/BE/beboo/2011-1-14_201648_n5063313142021801763.64x64.jpg Brandon M.'s Avatar

    Brandon M.

    Mac Support Specialist

    Satisfied Customers:

    1501
    10+ Years Mac Support as contractor and currently an IT Manager for law firm
  • http://ww2.justanswer.com/uploads/MA/MacDruid/IMG_0232.64x64.JPG John T. F.'s Avatar

    John T. F.

    Mac Druid

    Satisfied Customers:

    1408
    20+ years in the computer/Mac industry
  • http://ww2.justanswer.com/uploads/MA/MacHelpdesk/1d2d506.64x64.jpg David's Avatar

    David

    Mac Support Specialist

    Satisfied Customers:

    1236
    BSc, H.Dip, Apple Certified