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Within the Fees Ledger documents can be produced and can be sent to clients. Once a credit note has been posted in the Fees Ledger a credit note document can be produced and sent to a client when necessary.
Credit note documents can be produced for both proforma and non-proforma credit notes. This is an option that can be set on each credit note posting within the Fees Ledger, or selected by default from within the Fees Ledger options, general tab.
Click here for further details on practice types.
The format and layout of an credit note document is based upon a template system within the Fees Ledger. To begin using credit notes first select the credit note template to be used.
Practice's may have their own preferred layout for their templates. Click here for the help topic for creating a bespoke template.
Click here to display the standard word templates.
By using the Bulk Fees documents screen, credit note documents can be produced for credit notes entered into the Fees Ledger. For example, to produce a credit note document.
The bulk Fees documents allows for multiple documents to be produced in a single run. For example, to produce 10 credit note documents to send to clients.
The documents produced are dependant upon selections made within items included section. This includes documents for invoices, proforma's, credit notes, VAT receipts, cancelled/contras and reversed / reversals.
The quantity of documents produced will be dependant on how many client documents posted fall within the document date range. Clients included on the document run can be filtered by using the selection tab and the additional tab.
After the Word document has merge a prompt will appear to print now or print later. Click on print now to print the document.
To produce one or two documents, it is recommended that the Fees Account display is used. Click here for the help topic.
For users with an AutoMail licence or Practice Management licence Fees Documents can be accessed after they've been produced through bulk Fees documents or Fees Account display. For example, if you'd like to review or amend the narrative entered on a credit note document.
With a Practice Management licence, Fees Word documents can be accessed on each client screen using the Communication tab. Click here for further information for producing documents through the communications tab.
With an AutoMail Licence, Fees Word documents can be accessed from the communication log. Click here for further information.
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