Best Suited For:
- Back-office users customizing invoice Custom Documents
- Administrators managing document templates
Important Information:
- The invoice job sandwich tags must be used with any
{Job:___}tags - In Custom Documents,
{Invoice:JobsBegin}and{Invoice:JobsEnd}are separate tags - These tags are located within the Invoice section of the tag list
- Use the Search Tags option to locate tags quickly
- Tags can be placed at the start and end of the template without affecting other tags
Strategic Workflow:
- Use Sandwich tags to ensure job-related data populates correctly on the invoice Custom Document
- Place
{Invoice:JobsBegin}before any{Job:___}tags - Place
{Invoice:JobsEnd}after the last{Job:___}tag - Confirm tag placement before saving the template
- Preview the Custom Document to verify tag positioning
Process Description:
- Navigate to My Office > Custom Documents
- Select an existing or create a new Invoice Template
- Use the Search Tags section to find
{Invoice:JobsBegin}and{Invoice:JobsEnd} - Insert
{Invoice:JobsBegin}before any{Job:___}tags - Insert
{Invoice:JobsEnd}after the last{Job:___}tag - Save Template and Preview to confirm the correct data populates
Step-by-Step Instruction:
Go to My Office > Custom Documents
Add new "Invoice Template" or open an existing Invoice Template
In the tag list, use the Search Tags to filter and find the {Invoice:JobsBegin} and {Invoice:JobsEnd} tags
Insert {Invoice:JobsBegin} before any {Job:___} tags
Insert {Invoice:JobsEnd} after the last {Job:___} tag
Save Template and Preview the template