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View and create merge fields

Learn how to view and create merge fields in the HTML template editor, including accessing supported objects and fields through the Merge Field component.

The naming of merge fields is case-insensitive.

In the HTML template editor, all supported objects and their fields are found from the Merge Field component or the Merge Fields drop-down list through the Text component.

To see which fields are available for the Invoice object, scroll down the Merge Fields list on the left panel and hover over the Invoice object. You can see a list of available fields.