Standard Word Templates

If this option is not available then Microsoft Word templates have already been activated.

To select a different default template for fee documents:

Enter the Fees Ledger as MASTER.
Go to Options | Documents
Click the magnifying glass at the end of the document box you wish to alter for example, Invoice.
Find the template you wish to set as the default by selecting the correct group (for example Invoices), then highlight the template you wish to use and click Select. Microsoft Word templates have a W icon next to them. The red s indicates it is a system standard template rather than one you have written.

Statements

Available templates are:

Standard Word Statement
Boxed Word Statement
Sage Word Statement

All the statements include the agent address, phone number, fax number and email at the top.

These are detailed below:

Standard Word Statement

The Standard Word Statement includes the client address, date, then the individual dates, references, narratives, and amounts, along with a running total for each item. At the bottom it contains ageing information for the debt as specified when running the statement.

Boxed Word Statement

The Boxed Word Statement is formatted with tables and borders as used in Word. Ageing information is displayed underneath the total.

Sage Word Statement

The Sage Word Statement is designed to fit on pre-printed statement paper in the Sage statement style.

The information is repeated twice vertically so that one section may be torn off from the other. This statement style contains no headings or other information that is pre-printed on the Sage statement paper.

Invoices

Available templates are:

Standard Word Invoice
Boxed Word Invoice
Boxed Word Invoice with VAT
Boxed Word Invoice with Disbursements
Simple Word Invoice
Simple Word Invoice with Narratives
Simple Word Invoice with Remittance
Simple Word Boxed with Disbursements

Standard Word Invoice

This is the default Word invoice layout and appears as follows. The narratives are picked up from the individual job narratives on the on-screen billing screen

Boxed Word Invoice

This layout is similar to the Standard Word Invoice but contains the ICAEW (Institute of Chartered Accountants in England and Wales) logo. Contact details are placed on the bottom of the invoice and the invoice details in a box in the centre.

Boxed Word Invoice with VAT

This layout includes a column showing the applicable VAT rate for each entry on the invoice, and once again the invoice details are boxed in the centre.

Boxed Word Invoice with Disbursements

This layout includes the option of adding further disbursements onto the invoice at the time of printing (note that this will not be recorded on the ledger), and once again the invoice details

are boxed in the centre.

Simple Word Invoice

This layout ignores any job narratives you have entered via on-screen billing and allows you to select from four preset narratives at invoice generation time, or gives you the fifth option of entering your own short narrative. The layout of the invoice is kept as simple as possible.

Simple Word Invoice with Narratives

Whilst keeping the layout simple, this invoice takes into account the job narratives entered into on-screen billing, and adds a “services for year ended” option and the opportunity to enter

custom settlement terms onto the invoice at the time of generation.

Simple Word Invoice with Remittance

Using the job narratives, this layout prints a tear off section at the bottom with remittance details of the invoice for the customer to return to you.

Simple Word Boxed with Disbursements

This boxes the text in a similar way to boxed invoices, but also supplies the option of entering your own narrative and an extra disbursement onto the invoice at the time of generation. The

format of the invoice is relatively simple.

Proforma Invoices

The Standard Word Proforma Invoice, Simple Word Proforma with Remittance and Simple Word Proforma Invoice templates are identical to their equivalent standard invoice templates, but include printed wording to the effect that it is not a VAT invoice

Payment reminders

There is currently only one Word template available for Payment Reminders, but it can be customised to individual needs.

There are 25 threats available depending on the client's Payer status (File | Clients, view a client, select the WIP tab and then Fees Control) and the age of the debt (severity).

Each client has a Payer status assigned; there are five levels, 1 is a good payer and 5 is a bad payer. For each Payer status there are five threats, one for each severity level that is dependent on the age of the debt.

This template informs the client of the balance of their account overall and displays a threat based on the age of the oldest outstanding debt.

Credit Notes

There are four credit note templates available:

Standard Word Credit Note
Simple Word Credit Note with Narratives
Boxed Word Credit Note with VAT
Boxed Word Credit Note

Currently only the Standard Word Credit Note, is appropriate for use.

Standard Word Credit Note

The basic credit note template, this lists the client details, a line referencing the original invoice (which must be typed in at the time of generation), and the details of the credit note.

VAT receipt

There is one standard VAT receipt template.

A VAT receipt that lists the amount of VAT per rate, the client details and the tax point date.