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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)
Welcome back. I would be happy to take a look at the document for you and see if it is possible.
One second please.
Sorry about that
How are you?
Hey, sorry for the delay. I stepped out to lunch.
Are you still around?
Yup, I'm still around.
So basically I need to use DOCX formatting to show the discount in my invoice.
The software I use is Xero and its really easy I'm sure, I just can't figure it out
Well, its the last part, the "Mergefield" part
I can send you the Microsoft Word template
You still there?
Ah, sorry - wasn't paying attention.
So, does Xero export Word docs?
Yup, I have the word doc ready for you.
There are only two things missing:
1. The mergefield
2. Some wording by the subtotal, which I'm not sure how to insert.
Ohh, it uses Word docs as a template
Sure, go ahead and send it to me. Wikisend is the best way
They use word so you can customize, then it spits out a PDF when you invoice a client.
Its in spanish, so let me know if I can help ... but shoudl be pretty self explanatory (descuento = discount)
the mergefield part should be in english though...
and you can type in the subtotal wording and I'll just correct it later.
Ok, let me see what I can do
you saw the link I sent you from Xero?
Try this: LINK
The link or the file?
now it did
one sec please
Glad to hear it works :)
could you format the pricing of the discount in the subtotal part?
To an extent, yes
right now it shows: 17000.31
I just want $17,000.31
Hrm - Not sure if it can format dollar amounts. Let me check.
don't worry about dollar
(I was able to easily add that)
It can actually be the same number formatting as "Precio"
Where is Precio?
I see it
unfortunately it didn't bring in the comma...
Hrm... Weird. I re-created the field - try this LINK
Still not bringing in the comma...
you want to see a screen shot?
Hrm - maybe easier to edit it right on your computer - would you be ok with that?
I can try
what should I do exactly?
Just a sec, I will get you a link
Download and run the software
What are you getting me into here ? haha
ah remoting in?
Yup, it's our remote software
If you are ok with that
Figured it would be easier than keep sending files over
Well, the thing is... each time you update it, I have to re-upload to Xero
That is fine
I think its live
Ok, I'm connected
Can you bring up the doc?
you see my screen?
so how do we do this?
I just control your computer and give you the go-ahead to upload.
how do I give you the access?
You already did. I just turn on control
Hrm - that doesn't look right - I didn't put the $ in...
the $ was in, but it didn't show the comma
Let me check the template again
Upload - this should *not* have a dollar sign
No, it's not using the right template or something - there is no $ in the template I just gave you
Was uploading the wrong invoice.docx
let me give you access to fix it real quick.
let me open correct one
go for it
no dollar sign, sorry.
ok, all yours
Hrm - has MERGEFORMAT in there
Let me fix that real quick
Forgot a quote :P
something not right...
its bringing in the wrong discount.
in the software it shows one number and in the PDF it shows another
Yeah, that is weird.
The pdf has different numbers in it all together
it actually doesn't...
its because I gave the price 29,500 with tax included
and in the PDF, it separates it
25,431 without tax, watch:
25,431 * 1.16 = 29,500
but I don't know why it shows a different discount number
Is it discounting the price with tax instead of the price before tax?
let me see
I need to talk with them to figure out whats going on.
Yeah, sounds like something on their end or something because the merge field should be correct.
Yeah. thats what it looked like
they are taxing the total price (including tax)
let me talk to them and I will let you know if I have any questions.
thanks for your help!!
Sure, no problem
Glad to help
I have disconnected from the remote control. Let me know if you need anything else. Otherwise, please don't forget to rate :)