> ## Documentation Index > Fetch the complete documentation index at: https://support.servicem8.com/llms.txt > Use this file to discover all available pages before exploring further. # How to modify invoice or quote templates > Learn how to modify invoice or quote templates in ServiceM8. If you are currently using a ServiceM8 invoice or quote template, you can adjust **fields**, which are dynamic references to information contained within ServiceM8, and formatting as needed. In this article, we will walk you through adding *Amount Paid* and *Amount Due* fields to an existing invoice template by taking the following steps: 1. [Downloading the template for modification](#to-download-a-template-for-modification) 2. [Adding new fields](#to-add-fields-to-a-template) 3. [Adjusting formatting](#adjusting-formatting) 4. [Uploading the modified template back to ServiceM8](#uploading-a-modified-template-to-servicem8) **TIP:** We recommend that only users who are comfortable using advanced Microsoft Word functionality attempt to modify templates. If you need assistance, one of our [ServiceM8 Partners](https://www.servicem8.com/partner-directory) would be happy to discuss your needs. ## To download a template for modification: 1. From the Online Dashboard, go to **Settings** > **Document Templates** and find the template you'd like to modify. (For more information about choosing a template, go to [Selecting new invoice or quote templates](/help-center/desktop/invoicing/how-to-select-new-invoice-or-quote-templates).) 2. From the Help pane on the right, click **click here** to download the template. downloading a template for modification blank 1. Open the template in Word (if asked, click **Enable Editing**). [enabling editing in Word](/images/004-554-480-7296a9b5-2163-4b4e-84dd-c09cabad3cf6.png) blank 1. Go to **Table Tools** > **Layout** and click **View Gridlines**. This lets you see how all template content is structured within hidden tables in Word. viewing gridlines blank In our example, we want to display *Amount Paid* and *Balance Due* lines below the *Total Charge* line. To do so, we'll need to add two new fields in two new rows. ## To add fields to a template: 1. Highlight the row above where you will be adding new fields. 2. Right-click and click **Insert** > **Insert Below**. adding rows to a table blank 1. Repeat once so that you have two new rows below *Total Charge*. 2. Type in your new field descriptions (*Amount Paid* and *Amount Due*) below *Total Charge*. new field descriptions blank **TIP**: At this point, it helps to reference the list of [Available fields for invoice and quote templates](/help-center/advanced-setup/invoice-quote-templates/available-fields-for-invoice-and-quote-templates), which lists all available fields for invoices and quotes and describes what information they reference. Look for the fields described as "Amount Paid by Customer" and "Total price less any amounts paid" and note the associated field names. 1. Insert your cursor in the cell to the right of *Amount Paid* and go to **Insert** > **Quick Parts** > **Field**. (For MacOS users, go to **Insert** > **Field** per the second picture below.) The Field window will open. inserting a field blank *(Following screenshot applies to MacOS users only)* inserting a field MAC blank 1. Under *Categories*, select **Mail Merge**, then select **MergeField** as the field name. 2. Under *Field properties*, enter **job.amount\_paid** as the field name (or copy and paste it from the [list of available fields](/help-center/advanced-setup/invoice-quote-templates/available-fields-for-invoice-and-quote-templates)). (For MacOS users, enter the field name in the *MergeField* text box per the second picture below.) 3. Click **OK**. inserting Amount Paid field blank *(Following screenshot applies to MacOS users only)* inserting Amount Paid field MAC blank 1. Place your cursor in the cell to the right of *Balance Due* and, using the same process, insert another field. This time, use **job.balance\_due** as the field name in the field properties. ## Adjusting formatting You should now have two new fields in two new rows in your invoice template. However, adding rows and fields can sometimes impact the appearance of a template. To ensure a professional, consistent presentation, always check formatting and alignment before uploading back to ServiceM8. In the example below, the two new fields are formatted in a different font than the others. To correct the issue, simply highlight the fields and change the font as needed to match the rest of the invoice. fields with font adjustments blank Once you're happy with your formatting, save your document. The final step is to upload your saved invoice template back to ServiceM8. ## Uploading a modified template to ServiceM8 1. From your ServiceM8 Online Dashboard, go back to **Settings** > **Document Templates.** 2. From the Template pane on the left, select the type of document you are uploading (**Invoice** or **Quote**). selecting invoice or quote templates blank 1. From the Help pane on the right, click **Upload Custom Invoice Template**. uploading custom invoice template blank 1. Click **Select** and find your saved template. 2. Click **Attach**. uploading a custom invoice blank The modified template, containing both *Amount Paid* and *Balance Due* amounts, is now the current invoice template. modified invoice