Mr. Roni

Mail Merged Based Template Design Specialist for Xero, Cin7 Core, Servicem8 etc.

Self-Employed • Freelance

Dec 2019 - Present • 6 yrs 5 mos

Since 2019, I have been working as a Freelance Mail Merge & Template Design Specialist, delivering customized document solutions for businesses worldwide. I specialize in designing advanced merge-field templates for Xero, Cin7 Core (DEAR Systems), ServiceM8, and DOCX template using Microsoft Word (DOCX-based layouts). My work includes creating fully branded invoices, quotes, purchase orders, credit notes, B2B price lists, job cards, and automated financial documents. I implement conditional logic, product tag filtering, multi-currency structures, tax configurations, and structured formatting to ensure seamless system integration and accurate data flow. I have successfully completed more than 1,000+ custom template projects through freelance platforms, helping businesses improve document automation, brand presentation, and operational efficiency. My accounting background allows me to design templates that are not only visually professional but also financially accurate and system-compliant.