Print the Tax Amount Column on Invoices Using Advanced PDF/HTML Template

There are instances wherein users need to print the Tax Amount on the Item Line of an Invoice using the Advanced PDF/HTML Template in order to know how the Tax Total is broken down.

1. Create a Custom Transaction Line Field
2. Navigate to Customization > Lists, Records, & Fields > Transaction Line Fields > New
3. Label: Enter Line Tax Amount
4. ID: Enter item.custcol_tax_amt
5. Type: Select Currency
6. Store Value: Remove Checkmark
7. Click Applies To

• Sale Items: Enter Checkmark

g. Click Validation & Defaulting

• Formula: Enter Checkmark
• Default Value: Enter {amount}*{taxrate1}

h. Click Save

2.Modify the Advanced PDF/HTML Template

1. Navigate to Customization > Forms > Advanced PDF/HTML Templates
2. Preferred Advanced PDF/HTML Template: Click Edit
3. Top right corner: Toggle Source Code
4. Insert the following codes wherever necessary on the Item Table:

• ${item.custcol_tax_amt}
• Note: Reference the Field ID set on Step 1.c.

e. Click Save