Updating Field in Microsoft Word to calculate 20% of Total Invoice Amount (For Xero's Customisable Invoices and Quotes)

Eileen Siddins 0 Reputation points
2023-07-15T02:50:59.92+00:00

Hi there,

I recentlystarted using Xero software and I would like to create a field in my customisable invoice template that calculates 20% of the total invoice amount, followed by 80% of the total invoice amount (my current attempts are highlighted in the image below/attached).

Screenshot - WordToggledFieldCodes

The field code that Xero uses to generate the invoice total is called «InvoiceAmountDue», which looks like: {MERGEFIELD \ * InvoiceAmountDue  #”#,##0.00;(#,##0.00)” \ * MERGEFORMAT}

Can you please advise how I could alter this field so that it displays only 20% and/or 80% of the Invoice Amount Due?

So far, I am having difficulty finding and using formulas suggested online (e.g., https://avers.com.au/Deposit-Invoice-with-Xero-Custom-Template/). I have also tried the following formula that was kindly suggested by one of the Microsoft Community in response to my question (see https://answers.microsoft.com/en-us/msoffice/forum/all/updating-field-in-microsoft-word-to-calculate-20/584b1363-6a51-48df-b064-ac52a1790b17): { = .2 * { MERGEFIELD InvoiceAmountDue } # ",0.00;(,0.00)" }

Unfortunately, when I generate a quote/invoice in Xero using this field, I get the !UndefinedBookmark, { error:

Screenshot GeneratedQuoteInXero

If you can please point me in the right direction (online tutorials or forums) or if you can directly advise how I can alter these fields, it would be much appreciated!

Thanks in advance for your help,
Eileen

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A family of Microsoft word processing software products for creating web, email, and print documents.
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Word: A family of Microsoft word processing software products for creating web, email, and print documents.Management: The act or process of organizing, handling, directing or controlling something.
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  1. John Korchok 4,701 Reputation points
    2023-07-15T14:57:57.64+00:00

    A named mergefield is not a bookmark. You haven't shown the part of the document that is the data source, but you should add bookmarks to the data so the formula can find it. Here is Microsoft's page on how to create formulae:

    https://support.microsoft.com/en-us/office/use-a-formula-in-a-word-or-outlook-table-cbd0596e-ea8a-485e-a35d-b2cb2c4f3e27

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