How can I create an invoice like "Invoice <invoice number> <customer name>"

You can do this by adding a formula in your Document Title column and pull the <invoice number> and <customer name> from specific columns.

In the case below the formula (1) will be:

="Invoice "&C2& " for "&D2

Copy and paste the formula on the rows where you wish to generate documents.

Screen_Shot_2017-04-06_at_3_54_58_pm.png

Map the Document Title to this header column in your spreadsheet (2)

Your generated documents will be titled according to data in the Document Title column

doc_title.png

 

 

NB: Only copy formulas to cells where you wish to generate a doc and/or mail merge as the add-on will run on every cell where data is detected. 

 

 

 

 

 

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