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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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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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