How do I create a custom invoice/quote/work order template?

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This is very advanced, we suggest simply downloading an existing template and making your required alterations to it. Check out this article to learn how - http://support.servicem8.com/entries/21526775-How-to-download-a-template-and-make-minor-field-changes

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One of the main advantages of ServiceM8's mail merge approach is that you can use templates created in Microsoft Word 2007. 

The following tutorial shows how to insert the various supported merge elements like merge fields, repeating blocks or a date field into a template. 

The goal is to create a simple invoice template with dynamic fields for the recipient, the date and the articles that will be repeated in a separate repeating block.

  1. Start with creating a new document in MS Word and add some static content like a header with your own address:

    Creating static content

  2. As a next step, click the Insert Date and Time button in the Text ribbon group, part of the Insert tab page.

    Adding a date field

    In the opened dialog, select a format and confirm with OK.

    Select the date format

    After inserting the static content and the date field, the document should look like this:

    Date field in the template

  3. Now, we want to add the recipient's name and address details to the invoice. In the same Text ribbon group, open the Quick Parts drop-down button and select Field... in order to open the Field dialog box.

    Adding a field

    Filter the field category by Mail Merge and select MergeField as the field type name. Type in a Field name and confirm with OK.

    Field options

    Repeat this step until you added all required address fields to the template. The following screenshot shows how it should look like:

    Added merge fields in template

  4. A table must be created to list the variable number of items in the invoice. From the Insert ribbon tab page, insert a 4x4 table using the insertion wizard.

    Adding a table

    The first row is the table header and contains the column titles. Set the input position into a cell of the first row and click Repeat Header Rows from the Table Tools - Layout tab page:

    Adding a table header

    Then insert merge fields into the second row as described in step 3. The document should now look like this:

    Table in template

  5. As a final step, we need to define the repeating block in the template. The repeating block is defined by a bookmark at the start position and one at the end position of the block. Therefore, set the input position to the very beginning of the second table row - in front of the merge field «article_code» and click on Bookmark from the Insert - Links ribbon menu.

    Adding a bookmark

    In the opened Bookmark dialog box, add the start bookmark with the name blockStart_jobMaterial - whereas blockStart_ is the indicator that this bookmark is the start of a block and jobMaterial is the name of the block.

    Adjusting the bookmark name

    Repeat this step for the bookmark at the end of the repeating block and name it blockend_jobMaterial. The two bookmarks should look like in the following screenshot:

    The repeating block in the template

    To show the bookmarks in MS Word, please open the Word Options, select Advanced and check Show bookmarks from the Show document content subsection.

    You can now upload this template into your ServiceM8 account and test if it works. 

    Note: Some advanced features of MS Word do not translate perfectly into the templating system - textbox positions may be shifted in your final result, you may need to experiment to get the required result.

     

    Remember templates must be uploaded to the system in Microsoft Word 2007 format (DOCX file). 

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