1. What Are Placeholders?
Placeholders are special tags you insert into your Word document template. When InvoiceFlow generates a document, it replaces each placeholder with the corresponding data from your input — automatically.
All placeholders follow this format:
{{placeholder_name}}
That is double curly braces on each side, with the placeholder name in between. For example, if your template contains {{client_name}}, InvoiceFlow will replace it with the client's actual name — such as ABC Construction Pte Ltd — in the final document.
2. Supported Placeholders
The following placeholders are currently supported by InvoiceFlow:
| Placeholder | Example Value | Notes |
|---|---|---|
| {{client_name}} | ABC Construction Pte Ltd | Full legal name of the client or company |
| {{client_address}} | 123 Orchard Road, #04-01, Singapore 238895 | Client's billing or project address |
| {{client_email}} | accounts@abcconstruction.com.sg | Client's email address |
| {{phone_number}} | +65 9123 4567 | Client's contact number |
| {{invoice_number}} | INV-2026-001 | Auto-generated or manually set invoice number |
| {{invoice_date}} | 28 April 2026 | The date the invoice is issued |
{{client_name}} may also be recognised as {{customer_name}}. If a placeholder is not being replaced, check that the name matches exactly as listed above.
3. Adding Placeholders to Your Word Template
Open your Word document template.
Click to position your cursor where you want the placeholder to appear in the document.
Type the placeholder exactly as shown in the table above, including both sets of curly braces — for example, {{client_name}}. Do not add spaces inside the braces.
Type each placeholder in a single, uninterrupted keystroke. Avoid copying and pasting from external sources or correcting a typo mid-way, as this can cause Word to split the tag internally.
Save your document and upload it to InvoiceFlow.
4. Common Mistakes to Avoid
- Using single curly braces —
{client_name}will not be recognised. Always use double:{{client_name}}. - Adding spaces inside the braces —
{{ client_name }}is invalid. Keep it tight with no spaces. - Using an incorrect placeholder name — if InvoiceFlow does not recognise the tag, it will leave the placeholder text as-is in the final document.
- Copying and pasting placeholders from external sources — hidden formatting can interfere with detection.
- Typing placeholders in a different font, size, or colour from surrounding text — this may create a split run.
5. Example Template Snippet
Here is an example of how placeholders look when used in a Word template:
INVOICE
To: {{client_name}}
{{client_address}}
{{client_email}}
{{phone_number}}
Invoice No: {{invoice_number}}
Date: {{invoice_date}}