Happy Business Starts Here

Re: How to add custom field in Invoice template?

Jyoti_Sinha
Support SME

How to add custom field in Invoice template?

How to add custom field in Invoice template?






If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √

1 ACCEPTED SOLUTION

Accepted Solutions
Jyoti_Sinha
Support SME

Re: How to add custom field in Invoice template?

Suppose there is a custom field for invoice named *TestInv*

 

Pick up the custom field api name, for ex: TestInv__c

 

To add a mergefield, please navigate as below.

In the word doc, click on Insert -> Field -> Select Mail Merge -> Mergefield

Screen Shot 2017-06-18 at 2.14.16 PM.png

The mergefield appears as below:

«TestInv»

 

If you place the cursor on the mergefiled and right click on Toggle Field Codes it appears as below

Screen Shot 2017-06-18 at 2.18.32 PM.png

 

 

 






If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √

View solution in original post

1 REPLY 1
Jyoti_Sinha
Support SME

Re: How to add custom field in Invoice template?

Suppose there is a custom field for invoice named *TestInv*

 

Pick up the custom field api name, for ex: TestInv__c

 

To add a mergefield, please navigate as below.

In the word doc, click on Insert -> Field -> Select Mail Merge -> Mergefield

Screen Shot 2017-06-18 at 2.14.16 PM.png

The mergefield appears as below:

«TestInv»

 

If you place the cursor on the mergefiled and right click on Toggle Field Codes it appears as below

Screen Shot 2017-06-18 at 2.18.32 PM.png

 

 

 






If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √

View solution in original post