These tags can be used in all places where a price section is used, i.e. work orders, service orders, service protocols, sales orders and quotes.
1. Recommended summary box
This is a practical example of how totals can be laid out in a template.
| Sum excl. VAT | {Gross} |
| Discount | {Discount} |
| Subtotal before discount | {Subtotal} |
| VAT | {Vat} |
| Subtotal before discount | {GrossIncVat} |
| Tax reduction | {TaxReduction} |
| Paying before rounding | {TotalBeforeRounding} |
| Rounding | {RoundingAdjustment} |
| Total to pay | {Total} |
| Effective VAT percentage | {TotalVatPct} |
| Currency/price unit | {Unit} |
2. All total amount
| 0 | Example of placement | Description |
| {Net} | Total/summary | Total cost excl. VAT. |
| {PriceTotalNet} | Total/summary | Same as {Net}, but with clear PriceTotal prefix. |
| {Gross} | Total/summary | Total sales amount excl. VAT, after discount. |
| {PriceTotalGross} | Total/summary | Same as {Gross}, but with PriceTotal prefix. |
| {Discount} | Total/summary | Total discount excl. VAT. |
| {PriceTotalDiscount} | Total/summary | Same as {Discount}, but with PriceTotal prefix. |
| {Subtotal} | Total/summary | Total before discount excl. VAT. |
| {PriceTotalSubtotal} | Total/summary | Same as {Subtotal}, but with PriceTotal prefix. |
| {Vat} | Total/summary | Total VAT. |
| {PriceTotalVat} | Total/summary | Same as {Subtotal}, but with PriceTotal prefix. |
| {GrossIncVat} | Total/summary | Same as {Vat}, but with PriceTotal prefix. |
| {PriceTotalGrossIncVat} | Total/summary | Same as {GrossIncVat}, but with PriceTotal prefix. |
| {TaxReduction} | Total/summary | Tax reduction/ROT/RUT deduction. |
| {PriceTotalTaxReduction} | Total/summary | Same as {TaxReduction}, but with PriceTotal prefix. |
| {Offered} | Total/summary | Quoted amount, if available. |
| {PriceTotalOffered} | Total/summary | Same as {Offered}, but with PriceTotal prefix. |
| {TotalBeforeRounding} | Total/summary | Total to pay before rounding. |
| {PriceTotalTotalBeforeRounding} | Total/summary | Same as {TotalBeforeRounding}, but with PriceTotal prefix. |
| {RoundingAdjustment} | Total/summary | Rounding difference. |
| {PriceTotalRoundingAdjustment} | Total/summary | Same as {RoundingAdjustment}, but with PriceTotal prefix. |
| {Total} | Total/summary | Final total to pay |
| {PriceTotalTotal} | Total/summary | Same as {Total}, but with PriceTotal prefix. |
3. Percentage, margin and VAT
| Tag in the Word template | Example of placement | Description |
| {VatPct} | Total/summary | VAT percentage when the document has a single VAT rate. For multiple VAT rates, {TotalVatPct} is recommended. |
| {PriceTotalVatPct} | Total/summary | Same as {VatPct}, but with PriceTotal prefix. |
| {TotalVatPct} | Total/summary | Effective total VAT percentage for the entire document. For one VAT line, that line is displayed, for multiple lines, total VAT / total excl. VAT * 100 is calculated. |
| {PriceTotalTotalVatPct} | Total/summary | Same as {TotalVatPct}, but with PriceTotal prefix. |
| {DiscountPct} | Total/summary | Discount as a percentage. |
| {PriceTotalDiscountPct} | Total/summary | Same as {DiscountPct}, but with PriceTotal prefix. |
| {Earnings} | Total/summary | Contribution margin/profit, based on sales minus cost. |
| {PriceTotalEarnings} | Total/summary | Same as {Earnings}, but with PriceTotal prefix. |
| {EarningsPct} | Total/summary | Coverage ratio/profit margin in percent. |
| {PriceTotalEarningsPct} | Total/summary | Same as {EarningsPct}, but with PriceTotal prefix. |
| {TaxReductionRate} | Total/summary | Tax reduction percentage, if available. |
| {PriceTotalTaxReductionRate} | Total/summary | Same as {TaxReductionRate}, but with PriceTotal prefix. |
| {HasSingleVatRate} | Total/summary | Shows whether the document only has one VAT rate. |
| {PriceTotalHasSingleVatRate} | Total/summary | Same as {HasSingleVatRate}, but with PriceTotal prefix. |
4. Currency, price unit and rounding
| Tag in the Word template | Example of placement | Description |
| {Unit} | Total/summary | Price unit/currency displayed, for example SEK. |
| {PriceTotalUnit} | Total/summary | Same as {Unit}, but with PriceTotal prefix. |
| {CurrencyCode} | Total/summary | Currency code, if available. |
| {PriceTotalCurrencyCode} | Total/summary | Same as {CurrencyCode}, but with PriceTotal prefix. |
| {CurrencyFactor} | Total/summary | Currency factor |
| {PriceTotalCurrencyFactor} | Total/summary | Same as {CurrencyFactor}, but with PriceTotal prefix. |
| {MinorUnits} | Total/summary | Number of decimal places for the currency. |
| {PriceTotalMinorUnits} | Total/summary | Same as {MinorUnits}, but with PriceTotal prefix. |
| {RoundingStep} | Total/summary | Rounding steps. |
| {PriceTotalRoundingStep} | Total/summary | Same as {RoundingStep}, but with PriceTotal prefix. |
| {RoundingMode} | Total/summary | Rounding method. |
| {PriceTotalRoundingMode} | Total/summary | Same as {RoundingMode}, but with PriceTotal prefix. |
| {TaxReductionType} | Total/summary | Type of tax reduction |
| {PriceTotalTaxReductionType} | Total/summary | Same as {TaxReductionType}, but with PriceTotal prefix. |
5. VAT split with multiple VAT rates
Use a Word table when the document may contain multiple VAT rates. The {VatBreakdown} tag should be in the first cell of the table. The row below acts as a template row and is repeated for each VAT row.
| {VatBreakdown} | Excl. VAT | VAT | Incl. VAT |
| {VatBreakdownVatPct} | {VatBreakdownGross} | {VatBreakdownVat} | {VatBreakdownGrossIncVat} |
6. Short tags in VAT rows
The shorter tags can be used in the VAT breakdown template row, but the prefixed tags above are recommended to avoid confusion with total tags.
| {VatBreakdown} | Excl. VAT | VAT | Incl. VAT |
| {VatPct} | {Gross} | {Vat} | {GrossIncVat} |
Quick guide to choosing a VAT tag
| Tag in the Word template | Example of placement | Description |
| {VatPct} | Older/simple template | Use when the document only has one VAT rate. |
| {TotalVatPct} | Recommended total box | Use when the template should always show a VAT percentage, even if multiple VAT rates exist. |
| {VatBreakdownVatPct} | VAT breakdown table | Use in row template to display each VAT rate on its own row. |
