LogiSense Billing utilizes Microsoft Word and mail merge to generate invoice templates and credit note templates. There are some general configuration settings that can be configured in the LogiSense Billing admin portal which will apply to the template as a whole. The rest of the settings will be controlled directly within the formatting in the word document.
Template Settings
Setting | Options | Purpose |
|---|---|---|
Locale | Locales configured within the system (i.e. English - Canada, French - Canada) | This is used to determine the translation that will be used for the tokens provided in the template. |
Date | Various Date Formatting Options:  | Sets the overall date token format for the document. If this is not set, the template formats will be used. (if you need to use different date formats within the template, this configuration should be left empty). |
Time | Various Time Formatting Options:  | Sets the overall time token format for the document. If this is not set, the template formats will be used. (if you need to use different time formats within the template, this configuration should be left empty) |
Currency Precision | Numeric | This is the value after the decimal place, for currency values. |
Mail Merge Tips & Tricks
Word mail merge is generally pretty easy to use. Google can quickly surface some easy tips on how to effectively manipulate and transform the data supplied by LogiSense tokens in your template. Below are some tips that we found useful.
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