How can I include additional information in my printed document template?

Printed document templates are an essential part of the business process. They are used to customize templates for your printed invoices, sales orders, purchase orders, and more. Utilizing Intacct’s printed document templates customization option will allow your business to present their documents in a way that sets apart your company from others.

The Help Center in Intacct is very robust and offers quick assistance for those who need an answer immediately. In regards to the printed document templates, the knowledge base offers a document that outlines the main merge fields needed to build a robust printed document template.

https://www.intacct.com/ia/docs/en_US/uploads/Merge_fields/merge-fields-for-custom-documents.docx

The merge fields presented in this document are only the beginning of what is possible to add to your printed document template. By utilizing the View as XML function in Intacct, you can go behind the scenes and grab merge fields that are not outlined in the Help Center document.

When viewing an invoice, you can select More Actions and click on View as XML.

Once the XML is opened, you are presented with merge fields that can be copy and pasted into your printed document template. This includes merge fields that are not in the Help Center document as well as custom fields.

There are several ways to get granular when making changes to your printed document template.

Please reach out to us if you have any questions!
helpdesk@netatwork.com
646-293-1777