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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.
Click Here for a template illustrating the standard fees templates supplied. Below are descriptions of the proforma invoice templates.
Standard Proforma Invoice. This is the default proforma invoice layout, displaying the proforma invoice gross value with remittance advise.
Boxed proforma with disbursements This proforma invoice content is displayed within a boxed table, allowing up to 7 custom narratives with subtotals.
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.
Fees documents are printed using the document processor. Click here for the help topic.
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.