Overview
Here is an example of how merge fields might be used to create a typical invoice.
Note these fields would typically be inserted into the relevant parts of the DOCX template. |
See Invoice Template Examples for the use of these fields in a docx template |
Company Letterhead
[[DivisionLogo|pt=Div__Action|width=300|height=100]] [[CompanyName|pt=Div__Action]] [[MailingAddressLine|pt=Div__Action]] [[MailingCity|pt=Div__Action]] [[MailingPostCode|pt=Div__Action]] [[Phone_Business|pt=Div__Action]] [[E_Mail|pt=Div__Action]] [[system_GstAlias]] #: [[IRD_Number|pt=Div__Action|ifnull=ignore]] |
Invoice Header
[[SP_SalePurchaseTypeTitle]] Date: [[SP_SalePurchaseDate]] Invoice #: [[SP_OurReference]] [[system_ActionAlias]] ID: [[SP_Action_Id]] |
In a generated documents the above Invoice Header will display something like:
Tax Invoice
Date: 03/07/2014
Invoice #: 6575
Matter ID: 7801
Bill To
[[SP_TheirName]] [[SP_BillingAddress]] |
Line Items
The line items below will typically be inserted into a table in the DOCX templates
[[*REPEAT|data_source=SP_LineItems|tablerow*]] [[SPI_Date|rn=*]] [[SPI_Title|rn=*]] [[SPI_Quantity|dp=2|rn=*]] [[SPI_TotalIncl|rn=*|heading=bold]] [[*REPEAT|END*]] |
Totals
Amount(s) Due This Invoice: [[SP_TotalInclusive]] All invoices for this [[system_ActionAlias]]: [[TRUST_UnpaidSalesInvoices]] All invoices for all [[system_ActionAliasPlural]]: [[TRUST_MultiUnpaidSalesInvoices]] Please Pay: [[TRUST_MultiUnpaidSalesInvoices]] |