Many of the fields are included on the default invoice. When using merge fields on invoices, the system will look to the invoice(s) for the appropriate information to be included via merge fields. InvoiceWithPaidAmount.docx: The payment is itemized against the line items. This may particularly important if you have included voluntary fees on an invoice and require visibility into the payment made towards those items.invoice.docx: Payment is displayed as a lump sum.The difference between the two templates is the display of the payment made: Your system provides two default templates that you can use as they are designed or customize to suit your needs. You will now be able to choose this template where applicable. Click Choose File to navigate to your saved copy and upload.Click Enable Editing and make desired edits.To edit the copy, click the download icon in the Actions column.Click the copy icon for the template you wish to view/modify.You can now choose this template where applicable. Enter your GrowthZone username and password to launch the document. You will be taken to the document editor login. The Open URL:Word Protocol dialog box will be displayed. To view the template, click the pencil icon ( Edit Template Document).A copy of the template will be available in the list of templates. Click OK in the confirmation dialog box. See information below about templates available. A list of existing templates will be displayed.
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