When merged, the placeholder merge fields are replaced with data from the Salesforce record. Do NOT use double brackets with IF statements. (for example, business name, logo, address, important business information, and brand colors). Personalize it with your law office branding. Download the attorney invoice template free in your preferred file format (for example, MS Word, Ms Excel, or PDF document). This text does not appear for invoices where the total is below the specified amount. Here is the step-by-step process of the Attorney invoice template. Īlthough this is a summary field of the entire invoice amount, the content comes directly from a Salesforce data field and is not calculated on the template.Ī conditional statement (IF statement) that checks whether the invoice total is over a specified amount and, if so, to add text related to free shipping. Ĭalculation fields that subtotal the quantity and total price line items in the table above. You can place detail items directly on a page, to create a list, for example. Repeating information is not confined to a table.

Repeating data sections begin with a TableStart field, and end with a TableEnd field. This table row will repeat to display each returned row of data that the solution report or query gathered. In this case, a table of repeating data will appear for each product family listed in the invoice. The TableGroup field will group like data. The Total Amount Due also has a Word field formatting picture switch to display the amount as currency. The Payment Due Date has a date field adjustment of 30 days from today, and is formatted to show the full month name, the day of the month, and the four digit year. You can apply text formatting, such as colors, font sizes, and so on, to any template text. Each page can have its own header or you can repeat headers across pages.Ī borderless table containing the account information.

Sample invoice template word