Hmmmm, can be tricky if your using another program to which has all the addresses in and i'm not sure the best way to do it.
If the addresses are in Sage it makes it a whole lot easier by editing the invoice template for the correct fields which should be set up anyway or if not, then its just point and click to put them there.
Can you explain more please so I can get a better picture of how you would want it to work?
What has happened is there is an existing template on the Sage system with merge fields set up for the customer details etc. However, we now have a new template with the logo on it which my employer wants to use. I've put it onto the system and just need to now how to put the merge fields in to get it to work
Paul is right, best if you deisgn the invoice templates using varaibles within Sage's own tables.
Easier to set up for non techie person and less likely to create bugs when upgarding to latest version of Sage in future.
You are entering techie land if you would like to create a link from a specific word document to a report template in Sage, espicially if Sage is sitting on it's own server. If your employer still wants to take this route, they will need to utilise the services of a Sage Consultant on a project basis.
Actually have no idea because i am using invoice templates from http://www.fetchflow.com/invoice-templates which are absolutely free. you can use them as your default templates for online invoicing.
