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How to use a merge document for a billing invoice

Merge Documents can be used to create a Printable Invoice. From the Merge Document screen, select Billing Invoice as the Type. This configuration only supports RTF format document to be uploaded. B

Updated over 2 weeks ago

Merge Documents can be used to create a Printable Invoice. From the Merge Document screen, select Billing Invoice as the Type.

Billing Invoice - Merge Document

This configuration only supports RTF format document to be uploaded. Billing invoice merge documents can only use the the data source: Invoice or a user report backed merge document. This will need to use the Invoice ID as a prompt.

Here is a sample of a merge billing document:

Invoice Sample
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