Learn more about document templates here and document tables here.One can create an invoice in Word by using two methods. Do not add additional characters or spaces between the bookmarks.Preview is available in the the 'Edit template' page.Make small incremental changes and upload to Synergy to preview.Enable formatting marks to show you spaces and paragraph marks to assist with formatting your layout.Undoing the action will not fix the bookmark Make sure the bookmarks do not touch! As soon as the Synergy bookmarks touch, they break.Easy option to roll back all changes made to a document if you're unhappy with the results.Create a copy of the Synergy sample invoice template.

When you're ready, save the Word file and upload it back to Synergy to preview the results.

Do not edit or remove the text in between the grey brackets. When positioning your bookmarks, make sure to cut and paste both brackets and all text in between the brackets. Simply position all the bookmarks to the desired location. The 'Show bookmarks' setting will allow you to see additional grey brackets '' that mark the start and end of Synergy bookmarks. To help with the next step, in Microsoft Word, go to File > Options > Advanced > Scroll down to 'Show document content' > enable 'Show bookmarks'. When you have selected your bookmarks, Save.įrom here, all Synergy bookmarks that were selected in Synergy previously will appear at the bottom of the document.Add or remove the bookmarks you need from this area.Click on the 'Select bookmarks' button to bring up a list of placeholders that can be used on your invoice template.Synergy will return with a warning, listing several bookmarks.Towards the centre of this page, click on the 'upload edited file' button and navigate to the invoice that was just edited. You are now located in the 'Edit template' area.Decide which of the two sample invoice templates fits your existing invoice layout and click the edit pencil icon.Go to Organisation > Settings > Templates > Documents.

Open your past invoice in Microsoft Word, and remove all invoice figures from the document and save a copy to your computer. A majority of the editing and formatting of your invoice template is completed within Microsoft Word. The process below is performed best on a computer. Templates can take a while to customise, so we recommend getting started as soon as you can!įor more details on how Synergy populates information into a document, please read our help files here. The easiest method to getting your Synergy invoice template ready for use is to take an existing invoice in a docx file format and upload it into the Synergy document template area.

Invoice word doc