Fees VAT receipt document (Wordpad)

Within the Fees Ledger, Fees documents can be produced. Once a VAT receipt has been created a VAT receipt document can be produced for tax liability purposes.

Set the VAT options

VAT receipt documents can be produced for practices that are cash accounting

Click here for further details on practice types.

Set the VAT receipt template

The format and layout of a VAT receipt document is based upon a template system within the Fees Ledger. To begin using invoices first select the VAT receipt 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.

Print VAT receipt documents (bulk)

By using the Bulk Fees documents screen, VAT receipt documents an be produced for VAT receipts created within the Fees Ledger.

The bulk Fees documents allows for multiple documents to be produced in a single run. For example, to produce 100 VAT receipt documents.

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.

Print an invoice (single)

To produce one or two documents, it is recommended that the Fees Account display is used. Click here for the help topic.

Review or Edit a document after it has been produced

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 details on the VAT Receipt.

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.