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
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Tip: Some placeholders support alternative names. For example, {{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

1

Open your Word document template.

2

Click to position your cursor where you want the placeholder to appear in the document.

3

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.

4

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.

5

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.
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Split runs: A split run occurs when Word internally breaks a single piece of text into multiple segments, even if it looks correct on screen. This typically happens when you correct a typo mid-way through typing a placeholder, or when autocorrect interrupts your input. If InvoiceFlow is not replacing a placeholder, delete it and retype it from scratch in a single uninterrupted keystroke.

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}}
You're ready to upload. Once your placeholders are in place, save your document and upload it to InvoiceFlow. The platform will detect and replace all recognised placeholders when generating your document.