How to add the GT user to a Microsoft Word invoice template

  Heads up

These instructions apply to Microsoft Word templates only. These templates are flagged with the following icon next to the template.

How To

How do I add the GlobalTill salesperson to an invoice template?

Follow these steps

GlobalTill’s Microsoft Word templates include labels, invoices, purchase orders, and customer statements can be customized with Microsoft Word. 

The GT Backend is preloaded with three different types of invoices that cab ve customized depending on your needs.

  • Standard invoice
  • Category invoice
  • Category with interest 

To customize the invoice template to include the GT salesperson, follow these steps.

  1. Select Settings > Template Manager.
  2. Download the template you wish to modify by selecting its name. The template will be download to your computer as a Microsoft Word document.
  3. Open the Word document. To add a single user, enter the code #{{user}} where you would like the user to appear on the invoice.
  4. In rare cases, you might have multiple people creating an invoice. In these cases, use the following code.
    {% for user in users%}
    #{{user}} each user on invoice

    See placement in the below image:

  5. Once the code is placed in the invoice template, save your changes.
  6. Upload the template into the GT Backend. Make sure to choose Invoice Template as the template type.

More Information

For more information, see the article What are the variables for Microsoft Word templates.

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