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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.
1. Set the VAT options
VAT receipt documents can be produced for practices that are cash accounting
Click here for further details on practice types.
2. 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.
Click Here for a template illustrating the standard fees templates supplied. Below are descriptions of the VAT receipt templates.
Standard VAT receipt This is the default VAT receipt document layout, with details of the invoice and receipt displayed. For VAT receipt produced through matching an invoice to a receipt, an invoice number is displayed.
Boxed VAT receipt with disbursement This option displays the VAT elements within a boxed table, with the option of including a disbursement element.
3. 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.
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 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