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Today we will learn how to use the Formstack Documents builder to add merge fields to templates, focusing on creating a custom client invoice. Start by selecting a new document in your Formstack account, choose to upload a document, use a pre-made template, or build from scratch. Customize how you deliver and populate your document. Add your company logo and format it, then create a title and add content to the document. Use the editing and formatting features in the builder to customize the invoice template.