Creating an Invoice Communication Template with Job Tags

Best Suited for:

• Back-office users customizing communication templates
• Administrators managing invoice-related messaging
• Users needing job-specific data in invoice communications

Important Information:

• {Job:___} tags require special formatting to pull job data correctly
• Use the "! Insert Me First !" tag at the top of the Job Details section
• This tag includes both {Invoice:JobsBegin} and {Invoice:JobsEnd} sandwich tags
• Sandwich tags in are part of a single tag
• Use keyboard shortcuts to copy/paste the tag where needed
  
  • Windows: Ctrl + C (copy), Ctrl + V (paste)
  • Mac: Command + C (copy), Command + V (paste)
• These tags will not interfere with {Invoice:___} tags

Strategic Workflow:

• Add the "! Insert Me First !" tag before any {Job:___} tags
• If using multiple {Job:___} tags, place the sandwich tag at the top and bottom of the template

Process Description:

1. Navigate to My Office > Communication Templates
2. Select or create a new Invoice Communication Template
3. Within the "Tags" find the Job Details section
4. Insert the "! Insert Me First !" tag at the top of the section
5. Add any {Job:___} tags needed for your template
6. If using multiple {Job:___} tags, place the sandwich tag at the top and bottom of the template
7. Use keyboard shortcuts to copy/paste the tag
8. Save Template and Preview the template to confirm correct data rendering

Step-by-Step Instruction:

Go to Settings > Communication Templates

Open or create an Invoice Communication Template

Scroll to the Job Details section within the "Tags" and insert the "! Insert Me First !" tag where you want to add the job tag(s)

Remove the wording "insert job tags here..."

Add the {Job:___} tags

If using multiple {Job:___} tags, place the sandwich tag at the top and bottom of the template. Use keyboard shortcuts to copy/paste the end tag

Save Template

Preview the template

 Invoice in Preview mode: