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.
3.1 Depending on your computer settings, it will either download automatically which you will need to open from your Downloads Folder or it might ask you to save the file manually.
4. Click Open the downloaded template and click Enable Editing if prompted and position your mouse cursor in the area where you want to add the merge field or perhaps add it in a table format if preferred.
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7. After adding the merge field, you should see it in a unique format like the one shown below and when you click on it, it should automatically highlight the entire merge field.
Note: Copying and pasting the merge field and changing it to a different name does not work as it only changes the physical component of the merge field but not the actual command associated with it.
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Note: You can follow exactly the same steps when you need to add merge fields to other document template types which could be a quote template, job card, purchase order template, etc. To see a list of available merge fields, see user guide user Document Template User Guide and look for Detail Fields. |
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