- Set a “Sort by Field” to affect how lines are ordered on the resulting Transaction. Sorting is Ascending alphanumerically by default, but may be switched to Descending. “Sort by Field” references Charge Field Definitions.
- Click “Add Header or “Add Subtotal” to label each grouping of Charges on the resulting Transaction. Make sure to populate Header text. For Subtotals, additional text may also be added and displayed. These fields support dynamic descriptions in {{handlebars}}.
Example:
In the example below, lines on the resulting Transaction will be sorted by Department (but not labelled by Department). Secondarily, they will be sorted by Service Start Date. Finally, the groups of Charges will be labelled with dynamic descriptions, which will pull in the relevant Service Start and Service End dates for each group.
- Three Subscription Items on the same Subscription:
- Billing Profile Configuration:
- Service Start Dates are adjusted so the two “LW Software Subscription Line” items are starting on different dates:
- Set back to all lines using 5/1 as a start date:
- Same as above, but additionally Combined on Charge Item: