Dynamics Community Forum Thread Details

How to hide invoice line item using word template.

Hello Everyone,

We are using word template to create invoice with Export to PDF

We want to hide few invoice line item and do not want to show all the invoice details, but want to show the correct final subtotal.

Ex When invoice is created say 3 invoice item are added and each line item unit price is $1000 & qty 1 for each. So the subtotal is $3000. If we use OOB XML mapping on word template and create invoice then all line item will appear on the invoice.

Description	Qty	Unit price	Extended Amount
Product 1	1	1000	1000
Product 2	1	1000	1000
Product 3	1	1000	1000
		Subtotal	3000

But in our case we will like to only show 1 or 2 line item, with correct subtotal

Description	Qty	Extended Amount
Product 1	1	3000
Product 2	1	3000

	Subtotal	3000

We want to have only one word template.

Looking forward to get some feasible/easy solution.

Thank you in advance.

Hello ekmode8483,

There is not an OOTB way to generate the Word/PDF document that will allow to hide the rows.

You can define the word template in SharePoint/OneDrive and using Power Automate, populate the values into pre-defined template. This way you will have more control on data and values.

Refer below links on how to configure it.
How to Generate a PDF from a Word Document Using Power Automate https://www.linkedin.com/pulse/how-generate-pdf-from-word-document-using-power-automate-ng%C3%B4-quang-a3agc/
Create Dynamic PDFs with Tabular Data using Power Automate Create Dynamic PDFs with Tabular Data using Power Automate

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me.

Best Regards,
Daivat Vartak

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