Question: I want to add a custom field on my invoice template, what are the necessary steps?
Solution: When adding new Merge Fields to a Word document, make sure that you don't only change the text between the << >> brackets, but you also click on Toggle Field Codes.
In the below screenshot, the custom field is called VATNo, subsequently the Merge Field to use is VATNo__c
This will provide you with the coded version of the Merge Field which would look similar to this:
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