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Within the Fees Ledger documents can be produced and can be sent to clients. Once a credit note has been posted in the Fees Ledger a credit note document can be produced and sent to a client when necessary.
Credit note documents can be produced for both proforma and non-proforma credit notes. This is an option that can be set on each credit note 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 an credit note document is based upon a template system within the Fees Ledger. To begin using credit notes first select the credit note template to be used.
Click Here for a template illustrating the standard fees templates supplied. Below is a description of the credit note template:
Standard credit note. This is the default credit note layout, displaying the net value, VAT value and gross value of the credit notes.
By using the Bulk Fees documents screen, credit note documents can be produced for credit notes entered into the Fees Ledger. For example, to produce a credit note document.
The bulk Fees documents allows for multiple documents to be produced in a single run. For example, to produce 10 credit note 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.