How to download a template and make minor field changes

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This lesson will explain the process of downloading an existing template, adding 2 extra fields and then re-uploading the template back to ServiceM8.

Go to Settings

Go to Settings

The first main step is to download the standard template to your computer.

Click Document Templates

Click Document Templates

Select template to use, click Next Template to browse

Select template to use, click Next Template to browse

Download the template by clicking "click here"

Download the template by clicking "click here"

Save the template

Save the template

Open the Template

Open the Template

Turn on View Grid lines

Turn on View Grid lines

We are going to add two new fields, amount paid and balance due.

Select two cells rows, right click and choose Insert > Insert Rows Below

Select two cells rows, right click and choose Insert > Insert Rows Below

Type in the field descriptions

Type in the field descriptions

Now copy <<job.total_price>> into both new cells

Now copy &lt;&lt;job.total_price&gt;&gt; into both new cells

Right click the 'Amount Paid' and click edit field

Right click the 'Amount Paid' and click edit field

Change the field name to 'job.amount_paid'

Change the field name to 'job.amount_paid'

Click Ok

Click Ok

Right click the balance due field and change the field name

Right click the balance due field and change the field name

You may need to reset the font

You may need to reset the font

Save the document

Save the document

Go back to ServiceM8 Document Templates and click Upload Custom Invoice Template

Go back to ServiceM8 Document Templates and click Upload Custom Invoice Template

Click Select and find the template then click Attach

Click Select and find the template then click Attach

The template now includes both 'Amount Paid' and 'Balance Due'

The template now includes both 'Amount Paid' and 'Balance Due'
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