Creating a CRC Document Template
Creating the Document - for Advanced Users
Setting up the Template
Select Admin>>Document Templets>>CRC. Edit the body of the document.
Insert a table in the Format Below
Create a 2x5 table
1. Insert Amount brought forward with in the total column: Prevbalance mergefield.
2. Insert any mergefield and replace the text with TableStart:Invoices then Insert invoice description merge field. In the right column insert the Invoices amount Mergefield.Then insert any mergefield and replace the text with TableEnd:Invoices.
3. Insert the received with thanks description followed by the paid mergefield in the right hand column.
4. Insert VAT followed by the VAT mergefield.
5. Insert the total due text followed by the TotalDue mergefield.
You can add company descriptions and addresses using other Mergefields from the available list.
To make decimals appear correctly, add [Space]\#,0.00[Space} in any amount mergefield.
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