To prepare a template file, you need to draft a document in Word with the elements you need: caps and footer, as well register the necessary tags from this list by going into the Developer mode. (The instruction to launch the Developer mode in Word- is reference to a link)
After switching to this mode, add to your sample form the corresponding field tags from the list below, which you want to display in the invoices. For example, the name of the customer (Bill_Client_Name) and the amount of expenses (Bill_SubTota).
Please note that these tags must be places in the appropriate fields when creating case card blocks. This is necessary to ensure that the needed information is pulled into the document by template.
Client name Bill_Client_Name
Organization and legal form Bill_Client_Opf
Phone of client Bill_Client_phone
Website of client Bill_Client_site
Email of client Bill_Client_email
Table part of the invoice Bill_Table
Invoice number Bill_Number
Invoice creation date Bill_CreateDate
Total amount Bill_Total
“To pay” in text format Bill_Total_Letters
Tax in text format Bill_Tax_Letters
Date of payment Bill_DatePaid