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Within the Fees Ledger, documents can be produced and then sent to clients if required. Once a proforma invoice has been posted to the Fees Ledger.
Proforma invoice documents can be produced for invoice's posted 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.
The format and layout of the proforma invoice document is based upon a template system within the Fees Ledger. To begin using proforma invoices first select the proforma invoice 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, proforma invoice documents can be produced for proforma invoices entered into the Fees Ledger. For example, to produce a proforma invoice document.
The bulk Fees documents allows for multiple documents to be produced in a single run. For example, to produce 100 proforma 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.
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.
Fees documents are printed using the document processor. 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 details on the proforma.
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.