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How to use Custom Fields in Invoice Templates?

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Community Manager

Re: How to use Custom Fields in Invoice Templates?

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

 

Screen_Shot_2015-06-23_at_12.24.53.png

 

This will provide you with the coded version of the Merge Field which would look similar to this:
. 



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