Learn how to edit merge fields in a billing document template using Edit Field or Toggle Field Codes on Windows and Mac.

1. To update a merge field using Edit Field on Windows:
   1. In your template document, right-click on the merge field you want to edit and select Edit Field.
   2. In the Field name field, enter the new merge field name.
   3. Click OK .
2. To update a merge field using Toggle Field Codes on Windows and Mac,
   1. In your template document, click the merge field you want to edit.
   2. Toggle the field code and result:

      • Press Shift + F9 on Windows.

      • Press option + fn + F9 on Mac.

   3. Edit the field name in the field code.
   4. Update the field:

      • Press F9 on Windows.

      • Press option + fn + F9 on Mac.

   5. Repeat Step 2 to verify that your change has been saved.
      Note:

      You cannot change a merge field by simply typing a new merge field over the current field.