[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-161790-105":53,"doc-detail-161790-en":120},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":113,"head_meta":115,"extra_data":117,"updated_unix":119},105,"en","merge-fields-for-printed-document-templates-word-mergefield-setup-guide","Merge fields for printed document templates - Word mergefield setup guide","","Guide for customizing printed document templates in Microsoft Word using Intacct merge fields, enabling direct insertion of account information to create quick, professional outputs. Covers editing or creating custom templates, locating and selecting merge field codes in provided tables, copying and pasting them into documents, and optionally adding custom fields manually. Includes practical notes on saving templates as Word 97-2003 .doc to prevent printing errors and using address fields with embedded IF logic, plus merge-field availability by order entry, AR, purchasing, and projects.",{"@graph":63,"@context":112},[64,80,95],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":21,"@type":70,"position":76},"https://docshare.wps.com/template/invoices/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/merge-fields-for-printed-document-templates-word-mergefield-setup-guide/161790/",4,{"url":78,"name":59,"@type":81,"author":82,"headline":59,"publisher":85,"fileFormat":88,"inLanguage":57,"description":61,"dateModified":89,"datePublished":89,"encodingFormat":88,"isAccessibleForFree":90,"interactionStatistic":91},"DigitalDocument",{"name":83,"@type":84},"Cart","Person",{"url":68,"name":86,"@type":87},"DocShare","Organization","application/vnd.openxmlformats-officedocument.wordprocessingml.document","2026-08-30",true,{"@type":92,"interactionType":93,"userInteractionCount":4},"InteractionCounter",{"@type":94},"ViewAction",{"@type":96,"mainEntity":97},"FAQPage",[98,104,108],{"name":99,"@type":100,"acceptedAnswer":101},"How do I add a merge field to a custom Word document template?","Question",{"text":102,"@type":103},"Find the needed merge field in the provided tables, highlight the entire field code, copy it, and paste it into your Word template. You can also add custom fields manually if needed.","Answer",{"name":105,"@type":100,"acceptedAnswer":106},"What should I do to avoid printing errors after customizing a template?",{"text":107,"@type":103},"Save the customized template as a Word 97-2003 .doc file. Otherwise, printing-related errors may occur.",{"name":109,"@type":100,"acceptedAnswer":110},"Which merge fields can be used across different modules and which are specific?",{"text":111,"@type":103},"Company information merge fields can be used across Order Entry, AR, Purchasing, and Projects custom document templates. Many module-specific fields (such as sales, project invoices, statements, vendor invoices, and change requests) cannot be reused in other applications.","https://schema.org",{"og:url":78,"og:type":114,"og:title":59,"og:site_name":86,"og:description":61},"article",{"robots":116,"canonical":78},"index,follow",{"doc_id":118,"site_id":56},161790,1788109658,{"code":4,"msg":5,"data":121},{"doc_id":118,"user_id":122,"nickname":83,"user_avatar":123,"doc_module":9,"category_id":20,"category_name":21,"doc_title":59,"doc_description":61,"doc_content":124,"file_id":125,"file_url":126,"file_type":127,"file_size":128,"view_count":4,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":129,"language":130,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":131,"faqs":132,"seo_title":133,"seo_description":61,"update_tm":119,"read_time":134},18829141979164,"https://eur-avatar.wpscdn.com/davatar_6f874abed73319feea01a86fa6f0fab8","Merge fields for printed document templates\nYou can edit an existing template or create your own custom document template manually by adding merge fields to your documents in Microsoft® Word. These merge fields take account information from Intacct and put it directly into your document, creating quick, customized, and professional documents.\nAdd a merge field to your custom document template\nLocate the merge field you need in one of the tables below.\nHighlight the merge field you want completely. For example, if you want the field code for your company name, highlight all of \u0013 MERGEFIELD COMPANY_NAME \\* MERGEFORMAT \u0014«COMPANY_NAME»\u0015.\nCopy the highlighted merge field.\nPaste the merge field into your custom document template directly.\nAdditionally, you can add custom fields manually to your document templates.\nNotes:\nBe sure to save your template as a “Word 97-2003” .doc after you finished customizing your document, or you might encounter errors when printing your document.\nIf you need to use an address field, copy and paste from the sample templates themselves. The fields on the sample templates have embedded IF statements that dynamically change the layout based on if you have a one-line or two-line address.\nMerge field tables\nThe merge fields in the following tables can be used in your Order Entry, AR, Purchasing, or Projects custom document templates.\nAlthough the merge fields for your company information can be used across Order Entry, AR invoices, Purchasing, and Projects, the merge fields for Order Entry sales and project invoices, AR invoices, AR statements, Purchasing vendor invoices, and Project change requests are specific to themselves and cannot be used for any other application. Additionally, the merge fields for aging buckets can only be used for AR invoices and Order Entry sales invoices.\nYour company information\nThe following merge fields can be used to refer to your company in your custom document templates across Order Entry sales invoices, AR invoices, Purchasing vendor invoices, and Project change requests.\nAging buckets\nThe following merge fields are the list of aging buckets available dependent on the aging preferences your company has chosen. These fields can be used in custom document templates for AR invoices and Order Entry sales invoices, but not in Purchasing vendor invoices. Learn more about \u0013 HYPERLINK \"https://intacct.secure.force.com/homepage/PMNotesView?noframe=1&gs=no&layout=2&console=&utype=T&admin=0&modules=co,ap,cm,so,gl,ar,ee,cerp,po,pa,PT_10002,PT_10003,inv,xda,sfdc,ccp,ava,opymts,chat,revrec&.app=&id=a15i000000HS2eTAAT\" \u0014adding aging buckets to your invoice\u0015.\nOrder Entry—Sales invoices\nThe following merge fields can be used for your Order Entry sales and project invoice custom document templates.\nOrder Entry—Project invoices\nThe following merge fields can be used for your project invoices. You can also use fields from the previous Order Entry table in your custom document template. For example, you might use the Bill to or Ship to fields to reference customer information.\nAccounts Receivable—Invoices, Sales invoice, Tax invoices\nThe following merge fields can be used for your AR invoice custom document templates.\nAccounts Receivable—Statements\nThe following merge fields can be used for your AR statement custom document templates.\nPurchasing—Vendor invoices or Purchase invoices\nThe following merge fields can be used for your Purchasing vendor invoice custom document templates.\nPurchasing—Primary document details\nThe following merge fields can be used for your Purchasing primary document custom document templates.\nProjects—Change requests\nFor Construction subscriptions only.\nIf you have a Projects subscription, you can see the change request merge fields in the Word template but you must have a Construction subscription to use them.\nThe following merge fields can be used for your Project change request templates.\nProjects—Change orders\nFor Construction subscriptions only.\nIf you have a Proj","cbCaicedliqPkSTV","https://ap.wps.com/l/cbCaicedliqPkSTV","docx",196009,57,"English","# Add a merge field to your custom document template\n# Merge field tables\n## Your company information\n## Aging buckets\n## Order Entry—Sales invoices\n## Order Entry—Project invoices\n## Accounts Receivable—Invoices and Statements\n## Purchasing—Vendor and Purchase invoices\n## Projects—Change requests and change orders\n## Project contract—enabled invoices\n## Vendor Compliance","[{\"question\":\"How do I add a merge field to a custom Word document template?\",\"answer\":\"Find the needed merge field in the provided tables, highlight the entire field code, copy it, and paste it into your Word template. You can also add custom fields manually if needed.\"},{\"question\":\"What should I do to avoid printing errors after customizing a template?\",\"answer\":\"Save the customized template as a Word 97-2003 .doc file. Otherwise, printing-related errors may occur.\"},{\"question\":\"Which merge fields can be used across different modules and which are specific?\",\"answer\":\"Company information merge fields can be used across Order Entry, AR, Purchasing, and Projects custom document templates. Many module-specific fields (such as sales, project invoices, statements, vendor invoices, and change requests) cannot be reused in other applications.\"}]","Merge fields for printed document templates - Word mergefield setup guide | DOCX",20]