[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-240084-105":53,"doc-detail-240084-en":118},{"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":111,"head_meta":113,"extra_data":115,"updated_unix":117},105,"en","printed-document-templates-merge-fields-for-custom-documents","Printed document templates - Merge fields for custom documents","","Printed document templates guide how to edit or create Microsoft Word custom templates using merge fields. Merge fields pull account information from Intacct and insert it into documents to produce quick, customized, and professional outputs for printed invoices, statements, vendor billing, and project-related documents. The reference details which merge field codes belong to company information, aging buckets, and specific Order Entry, Accounts Receivable, Purchasing, and Projects template types, plus steps for inserting the fields and key formatting notes for reliable printing.",{"@graph":63,"@context":110},[64,80,101],{"@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":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/printed-document-templates-merge-fields-for-custom-documents/240084/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/printed-document-templates-merge-fields-for-custom-documents/240084.png","ImageObject",442,249,{"name":88,"@type":89},"Jiven","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-22","2026-09-11",true,{"@type":98,"interactionType":99,"userInteractionCount":15},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104],{"name":105,"@type":106,"acceptedAnswer":107},"Which merge fields can be reused across different template types?","Question",{"text":108,"@type":109},"Company information merge fields can be used across Order Entry, AR invoices, Purchasing, and Projects, while other fields like aging buckets and specific invoice-related fields are restricted to their designated applications.","Answer","https://schema.org",{"og:url":78,"og:type":112,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":114,"canonical":78},"index,follow",{"doc_id":116,"site_id":56},240084,1790214560,{"code":4,"msg":5,"data":119},{"doc_id":116,"user_id":120,"nickname":88,"user_avatar":121,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":122,"file_id":123,"file_url":124,"file_type":125,"file_size":126,"view_count":15,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":127,"language":128,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":129,"faqs":130,"seo_title":131,"seo_description":61,"update_tm":132,"read_time":30},1099513958607,"https://ap-avatar.wpscdn.com/avatar/100002390cf8733938c?x-image-process=image/resize,m_fixed,w_180,h_180&k=1778829742770036399","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.  \nIn this topic  \nAdd a merge field to your custom document template Merge field tables  \n• Your company information  \n• Aging buckets  \n• Order Entry—Sales invoices  \n• Order Entry—Project invoices  \n• Accounts Receivable—Invoices, Sales invoice, Tax invoices  \n• Accounts Receivable—Statements  \n• Purchasing—Vendor invoices/Purchase invoices  \n• Projects—Change requests  \n• Projects—Change orders  \n• Project contract-enabled invoices  \nRelated topics  \nPrinted document templates  \noverview  \nCustomize a printed document template  \nAssign printed document templates Troubleshoot printed document templates  \nAdd a merge field to your custom document template  \n1. Locate the merge field you need in one of the tables below.  \n2. Highlight the merge field you want completely. For example, if you want the field code for your company name, highlight all of «COMPANY_NAME» .  \n3. Copy the highlighted merge field.  \n4. Paste the merge field into your custom document template directly.  \nAdditionally, you can add custom fields manually to your document templates.  \nNotes:  \n• Be 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.  \n• If 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 foraging 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.  \n\n| Field label | Merge field |\n| --- | --- |\n| Your company information | Field code |\n| Company name | «COMPANY_NAME» |\n| Address 1 | «COMPANY_ADDRESS1» |\n| Address 2 | «COMPANY_ADDRESS2» |\n| City | «COMPANY_CITY» |\n| State or Territory | «COMPANY_STATE» |\n| ZIP code or Post code | «COMPANY_ZIP» |\n| Country | «COMPANY_COUNTRY» |\n| Country code | «COMPANY_COUNTRYCODE» |\n| Contact name | «COMPANY_CONTACTNAME» |\n| Fax | «COMPANY_FAX» |\n| Mobile | «COMPANY_CONTACTPHONE» |\n| Email | «COMPANY_CONTACTEMAIL» |\n| Company tax ID | «COMPANY_TAXID» |\n| Entity tax ID | «LOCATIONENTITY_TAXID» |\n| Your legal company information | Field code |\n| Legal company name | «COMPANY_LEGALNAME» |\n| Legal address 1 | «COMPANY_LEGALADDRESS1» |\n| Legal address 2 | «COMPANY_LEGALADDRESS2» |\n| Legal city | «COMPANY_LEGALCITY» |\n| Legal state or province | «COMPANY_LEGALSTATE» |\n| Legal zip or postal code | «COMPANY_LEGALZIPCODE» |\n| Legal country | «COMPANY_LEGALCOUNTRY» |\n\n\n| Field label | Merge field |\n| --- | --- |\n| Legal country code | «COMPANY_LEGALCOUNTRYCODE» |\n\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 Purchasi","cbCaivrwsqtxZqWG","https://ap.wps.com/l/cbCaivrwsqtxZqWG","pdf",666665,46,"English","# Add a merge field to your custom document template\n## Merge field insertion steps\n## Notes for saving and address fields\n# Merge field tables\n## Your company information\n## Aging buckets\n## Order Entry—Sales invoices\n## Accounts Receivable—Invoices and Statements\n## Purchasing—Vendor invoices\n## Projects—Change requests and change orders","[{\"question\":\"Which merge fields can be reused across different template types?\",\"answer\":\"Company information merge fields can be used across Order Entry, AR invoices, Purchasing, and Projects, while other fields like aging buckets and specific invoice-related fields are restricted to their designated applications.\"}]","Printed document templates - Merge fields for custom documents | PDF",1789157030]