Fees Document options

Introduction

The format and layout of the Fees document is based upon a template system within the Fees Ledger. To begin using templates first select the template to be used on this screen.

Click here for the reference for producing Fees Documents in the Fees Ledger.

To access the Fees document options:

1. Log into the Fees ledger as Master.

2. From the menu, select Options.

3. From the sub-menu select Documents.

The Fees Document options screen displays.

The following details are available:

Current Templates

Displayed are the templates currently selected to be used for producing Fees documents.

There are 6 different document types available to select from:

• Statement

• Payment Reminder

• Invoice

• Proforma

• Credit Note

• VAT Receipt

To select a template:

1. Click the magnifying glass next to the required document. For example, invoice.

The IRIS AutoMail - Letter template maintenance screen will be displayed.

2. Click on the folder for the document required. For example, invoice.

3. Highlight the template that you'd like to use and click Select.

4. Click OK.

Maintain template

By clicking on Maintain template it is possible to edit Fees templates, by clicking the magnifying glass.

Table Formats

By clicking on table formats it is possible to change the layout of a statement table.

Severity Criteria

The standard severity criteria can be used to control narratives on payment reminder documents. Click here for further details.

Click OK to confirm, or cancel to close.

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