Rocket Matter Knowledge Base Invoice TemplatesHow do I add or change a merge field on my Invoice Template?

How do I add or change a merge field on my Invoice Template?

To add a merge field to your Invoice template, you will need a copy of your Invoice Template, and the reference document "Invoice Template Cheat Sheet"

1.  Navigate to Admin Section and click "Custom Invoice Template".

2.  Download the Invoice Template you want to work on.  You can "choose" a pre-formatted template, or you can "download" your current template.

2.  Download the Invoice Template you want to work on.  You can "choose" a pre-formatted template, or you can "download" your current template.

You can download your current invoice template by clicking "download template'  You can also download one of our pre-formatted template options.  Downloaded document can be found in your downloads folder.

3.  Open your Invoice Template in Word.  Then switch back to Rocket Matter.

3.  Open your Invoice Template in Word.  Then switch back to Rocket Matter.

4.  Download the 'Invoice Template Cheat Sheet' by clicking "See a list of Available Fields".

5.  Open the downloaded file Invoice_Template_Cheat_Sheet.docx in Word.

5.  Open the downloaded file Invoice_Template_Cheat_Sheet.docx in Word.

6.  Select the merge field you wish to add to your Invoice Template by highlighting the merge field. Click on the field *twice" to ensure that you select the entire mergefield, and not just the static text.

6.  Select the merge field you wish to add to your Invoice Template by highlighting the merge field. Click on the field *twice" to ensure that you select the entire mergefield, and not just the static text.

7.  Confirm that you've selected a merge field, and not a static field, by "right-clicking" the field to reference the "Toggle Field Code" option.  

7.  Confirm that you've selected a merge field, and not a static field, by "right-clicking" the field to reference the "Toggle Field Code" option.  

Note that merge fields are not static fields.  They contain code which pulls information from a referenced location into the field. (Hence the term 'merge-field')  Selecting 'Toggle Field Codes' reveals the code associated with the merge field.  

8.  "Copy" the merge field.

8.  "Copy" the merge field.

9.  Switch to your Invoice Template in Word, and "Paste" the merge field to your desired location.

9.  Switch to your Invoice Template in Word, and "Paste" the merge field to your desired location.

10.  Format the pasted merge field to reflect your Invoice Template formatting.  Save your changes in Word.

10.  Format the pasted merge field to reflect your Invoice Template formatting.  Save your changes in Word.

11.  Upload your newly revised document into Rocket Matter.

Follow the prompts to select the invoice template you wish to upload. Click "Next".

12.  Your updated Invoice Template will now appear as your Default Template.

12.  Your updated Invoice Template will now appear as your Default Template.

We recommend that you run a Pre-Bill to confirm that the changes to your Invoice are according to your specifications.

Also view:

How do I customize my Invoice Template?

How do I edit and upload my Invoice Template?

How do I choose one of Rocket Matter's 6 pre-formatted Invoice Templates?

How do I add a logo to my Invoice Template?

How do I change the Firm name and address on my invoices?

 

Need more help?

Contact our Award-Winning Support Team at (888) 432-1529 or support@rocketmatter.com