Whether you edit the template in your internet browser or with the Microsoft Word/Excel software on your computer, it will work in the same way. If you choose to edit the invoice template online, you will be asked to log in to your Microsoft account. If you chose the direct download, forget this step. Download or Edit OnlineĪfter selecting an invoice template, you will have the option to a direct download for free or you can edit the template within your browser, but you must have a Microsoft account in order to edit. There you will see either “Word” or “Excel.” Choose accordingly. Look at the bottom right underneath each image. Once on the invoice page, you will see invoices in both Word and Excel. Select a Word or an Excel Invoice Template Simply choose the style and format that best suits your needs.ġ. All Word and Excel templates are free to use. Microsoft provides many invoice templates to work with that are easily customizable. If my field token is “invoice.If you are a Microsoft Word user, you are in luck. Year formats are: “yy” (two digit year) and “yyyy” (four digit year)Įxamples based on a date of February 18, 2020: Month formats are: “M” (no leading zero), “MM” (leading zero), “MMM” (abbreviated month name) and “MMMM” (display the full month name) ““dd-MMM-yyyy””)ĭay formats are: “d” (no leading zero) or “dd” (with a leading zero) You will need to encapsulate the format options in double quotes (i.e. Word will truncate the displayed name of the merge field at a certain number of charactersĭates can be formatted using the switch after the merge field. An entire table can be displayed (or not), conditionally Table rows can not be dynamically included or excluded based on conditional statements, within the table itself. (Right click, Edit Field) If you edit it directly, the name doesn’t actually get updated If you don’t have “toggle field codes” on, make sure to edit the MERGEFIELD name using Word’s built in function as opposed to directly editing an inserted MERGEFIELD name. (if you want to see all field codes, do a CTRL+A first to highlight everything in your document) Toggle field codes to view formulas and formatting using ALT+F9. Typing the brackets yourself seems easy but doesn’t actually work. Make sure you use the actual mail merge fields. Please refer to the Field Tagger in your system for the most accurate list of available fields. Please note that tokens/variables are subject to change and the field names used below are just for demonstration purposes. Below are some tips that we found useful. Google can quickly surface some easy tips on how to effectively manipulate and transform the data supplied by LogiSense tokens in your template. Word mail merge is generally pretty easy to use. This is the value after the decimal place, for currency values. (if you need to use different time formats within the template, this configuration should be left empty) If this is not set, the template formats will be used. Sets the overall time token format for the document. (if you need to use different date formats within the template, this configuration should be left empty). Sets the overall date token format for the document. This is used to determine the translation that will be used for the tokens provided in the template. Locales configured within the system (i.e.
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