Bespoke Fees Template

Within the Fees ledger you can produce documents that can be sent to clients.

These include:

• Invoice
• Statement
• Credit note
• Payment reminder
• VAT receipt
• Proforma invoice

As each practice may have a preferred look to these documents they can be edited to produce your own bespoke documents.

• For further information on how Fees Documents operate click here for the Fees Document reference.

To create a new bespoke template

1. Login to Fees as Master.

2. From the menu select Options.

3. Select Documents from the submenu.

The Fees Document Options screen displays.

4. Click the magnifying glass next to a fees document. In this example we will produce a bespoke Invoice template.

5. For further details on the Fees Document Options screen click here.

The IRIS Automail   Select template screen displays.

Click the Invoices folders. A list of invoices display.

To create a new invoice click New Template.

• For details of other options on the IRIS PTP Automail Select Template screen click here.

The New Template screen displays.

1. In the Template Description field, type in a description of the invoice template. For example, Bespoke Invoice Template.

2. In the context type field, select Invoice.

3. Click OK.

4. It is recommended the other options are reviewed before creating the new Fees Template screen. Click here for further details.

The tag selection screen will be displayed

1. Select the tags that you would like to select when editing your invoice template.

Below are some commonly used tags:

• client name
• client address
• contact details (salutations)
• invoice date
• Invoice reference
• Net amount
• VAT Total
• Total amount

2. Click Refresh.

3. Click Microsoft Word in the task bar.

4. Click here for further information on the tag selection screen

To insert a tag into your template:

For Word 2002 and 2003:

1. Place the curser in the word document where you would like the tag to be inserted.

2. Click Merge field in the toolbar. (The Insert merge field button is a small button to the left of Insert Word Field).

3. Highlight the tag that you would like to insert.

4. Click Insert.

5. Click Close.

The Microsoft word screen will be displayed.

To turn on field codes:

1. Click on Tools | Options and click the View tab.

2. Place a tick next to field codes.

3. Click OK to confirm.

You will then need to insert the AutoMail tags and the body of the document.

• For further details on field codes click here.

1. Place the curser in the word document where you would like the tag to be inserted.

2. Click on the Insert Merge field in the toolbar.

3. Click on the tag that you would like to insert.

To save your changes:

4. Click Fees in the task bar.

5. Click Save.

You will return to the IRIS AutoMail Select Template screen.

1. Highlight your customised template. For example, bespoke invoice.

2. Click Select.

You will return to the Fees Document Options.

3. Click OK to confirm you wish to use the template bespoke invoice as your template for invoices.

Once in the Microsoft Word editor, many of the functions of Word are available to use in your template, such as graphics, tables, styles, hyperlinks etc. For more information on editing documents in Microsoft Word consult the Microsoft Help by pressing the F1 key whilst in the Microsoft Word editor.

This product requires Microsoft Word 97, or later versions

No support, advice or maintenance services will be provided by us with respect to Microsoft Word. However, we may, from time to time, give you reasonable advice or technical support on an ex gratia basis only. This means that, as the software is not ours, we may, at our sole discretion, try to help you with respect to it. We will not charge you for such help, which will be provided as Extra Contractual Support as defined in clause 4.6 of the terms and conditions of our Annual Software Licence and Customer Service Agreement.

Related topics

Fees Documents Reference

Microsoft Word Hints and Tips

Standard Word Templates

Create a bespoke template

Fees Document Options

Fees Template Registry

Create a new template

Tag selection screen

Fees Template context types

Fees template tag listing

Template Properties