Keywords are variable chunks of text that can be inserted in an invoice template header, footer, or paragraph. Before invoices are generated, inserted keywords display the keyword name in blue font. After invoices are generated, keywords are changed to data that is specific to the client.
Keywords are listed on the navigation panel in Invoice and Statement Content Manager and are organized by category. You can hover over each item in the Keywords section on the navigation panel to display a description of the keyword.
To add a keyword to an invoice template header, footer, or paragraph, do the following:
Open Invoice and Statement Content Manager.- In the navigation panel, double-click the header, footer, or a paragraph you want to add a keyword to.
- Expand a category in the Keywords section on the navigation panel.
- Select a keyword and drag it to the desired location in the content area.
- Click
in the Quick Access toolbar.