You can add merge fields to in your document templates and this is helpful in scenarios when you want a specific information to be auto populated on your invoice template, quote template, job card, or any other document template types.
Note:There This is a the proper way of adding a merge field for it to work when creating or editing document templates. If done incorrectly, document templates will either fail to generate or data will not auto populate or at times, you will get error 500.
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In this example we are editing the invoice template called Invoice Itemised 3 by adding a merge field called WorkUndertaken but you can certainly add other merge fields based on the available list of merge fields.
3. Click Download Template.
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