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Douglas2468
Level 3

Spreadsheet Sync

I'm trying to solve what appears to be an easy fix when using excel, and I would like to be able to apply it to the spreadsheet sync function.

 

Each month, in the message box on our invoice I would like it to be dynamic, showing the current month and "SERVICE"  (JULY SERVICE)

 

It's an easy formula in excel, and using the spreadsheet sync function, I would think that I could do batch invoicing with my specific invoice numbers and other particulars for the invoice by using the fields in the template.

 

My question: Is there a way to add a field to the template that will allow this input in the "MESSAGE" field of the invoice.

 

Any suggestions would be greatly appreciated, as this is a rather tedious part of the monthly invoicing that our customers want to know what month they are paying for.