Mail Merge Invoices

Information about an invoice can be printed to a custom template created by the account administrator. Mail Merge is primarily used to obtain hard copy signatures. Mail merge templates may be in Microsoft Word® or Adobe PDF® formats, as configured by your Trimble Unity Construct admin. For more information on cost mail merge templates including customizations, see Cost Templates. To export invoices to a spreadsheet, see Export Invoices to Spreadsheet.

To generate an invoice mail merge

  1. Go to the Invoice Details page.

    2. For more information see Access the Invoice Details Page.

  2. Click Mail Merge.

    3. The Select Mail Merge Template displays.

  3. If only one template displays for you to choose from, go to the next step. If there are multiple templates available, make a selection.
  4. Click Continue.