Fees Invoice Document (Wordpad)

Within the Fees Ledger documents can be produced and sent to clients. Once an invoice has been posted to the Fees Ledger an invoice document can be produced, which can be sent to the client when necessary.

1. Set the VAT options within the Fees Ledger

Invoice documents can be produced for invoice's posted (not as proforma). This is an option that can be set on each invoice 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

2. Set the invoice template

The format and layout of an invoice document is based upon a template system within the Fees Ledger. To begin using invoices first select the invoice template to be used.

Click Here for a template illustrating the standard fees templates supplied. Below are descriptions of the invoice templates.

Standard Invoice. This is the default invoice layout, with set narratives accounts, audit and accounts, and Income & expenditure.

Standard invoice with 100 narratives This template is designed for use if you would like to choose the narratives printed on the invoice at the point of making the invoice posting into the fees ledger. The narratives are chosen by entering the numbers of the narratives in the order required separated by commas in the narrative field on the invoice posting. These can be changed at any point by viewing the invoice posting in fees, changing the narrative field then selecting UPDATE. Each of the narratives / wordings needs to be entered into the narrative section in the template. Most of the fields are blank at the moment because the choice of wordings by practices varies so much they need to be placed in the text commands within the quote marks i.e.text ("my narrative")Where the text commands contain the word HEADING any text entered here willappear in bold when printed. When printing a invoice you will be prompted to enter replacement text for freeform text. This is for any extra non standard wordings you wish to print.

Standard invoice with custom narratives This invoice is used with the standard box layout but allows up to six custom narratives (with optional subtotals) to be entered at the point of printing.

Invoice with box layout This invoice uses standard terms but the layout is set in boxes. It is a setup to be printed on A4 portrait paper.

Sage A4 Invoice layout This invoice is based upon the SAGE standard invoice template, to be used with the sage headed paper.

Boxed custom narrative with remittance This invoice provides the opportunity to enter your own narrative, with a remittance split supplied for customers to complete and reply..

Boxed custom narrative with VAT columns Custom narratives can be added with a subtotal manually added for each template. The value of VAT for each narrative can be displayed, also with a breakdown of totals for different VAT rates

Boxed with disbursements Custom narratives can be entered into a box layout invoice. An additional option for manually entering disbursements is provided (this will not affect the Fees Ledger totals).

Credit charge invoice (Not posted) If an invoices is posted but does not take into account the credit charge this template will give the option to show a credit charge at the point of printing (this will not affect the client account or practice figures). There are three options available 5% and 10% of net amount or an option where it may be fixed change i,e £50. The credit charge will be added on to the posting amount of the invoice. For example, if the posted total amount of the invoice is £117.50 and the credit charge is £10 then the total amount printed on the invoice will be £127.50. Tip: The credit charge will not appear on the client account unless an adjustment is made.

Credit charge invoice (Posted 0%) When a credit charge / discount is posted on an invoice by posting the credit charge at 0% and the remainder of the invoice at 17.5 using the multiple VAT rate facility, this template will reflect the credit charge correctly.

Credit charge invoice (Posted 15.75% and 16.25%)This template is for use where contingent discounts are used to post the credit charge. For example, Invoice net amount is £100 and the credit charge is 10% ie £10. The invoice is posted with a net value of £110 and VAT rate of 15.75%. The invoice will appear with a net value of £100, VAT of £17.5 and a credit charge of £10.

Print invoice documents (bulk)

By using the Bulk Fees documents screen, Invoice documents an be produced for invoices entered into the Fees Ledger. For example, to produce an invoice document.

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

Fees documents are printed using the document processor. Click here for the help topic.

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.

Fees documents are printed using the document processor. Click here for the help topic.

Fees Invoice Document (Wordpad)

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