Correspondence

Overview

Correspondence was an addition to Practice Management Version 10 providing a framework to setup templates by entity to control the invoice and statement layouts, and bulk e-mailing parameters, if necessary. Email templates can be used to send multiple emails using embedded images as a merge template. It also allows you to set a default type and email per Entity. Practice Management 11 or higher is now recommended.

Invoice and Statements Layouts

At the release of Practice Management 10 we have introduced a new format of Invoice and Statement layouts called REPX. REPX enhances the management of invoice narrations, allowing for more consistency and for layouts that are truly WYSIWYG (What You See Is What You Get). Once REPX layouts are activated, individual invoices and statements can be emailed using Outlook.

Bulk Correspondence

The main feature of Correspondence is sending invoices and statements in bulk via email to your clients in pdf format. Smart and efficient invoicing distribution can help reduce internal processing time, fast-track the delivery of multiple invoices, provide convenient payment options and also reduce the costs involved in sending invoices where delivery is still done by post.

Consider how much time is currently spent by your staff to print, fold and post each invoice and statement to your clients. The cost of pre-printed stationary and postage all adds up, however nothing is as crucial as getting invoices out on time to clients for payment.

This process aims to streamline your invoice sending ability, clients receiving their invoice moments after it has been approved and posted. Setting up Bulk Correspondence can help you leverage this capability.

901/Ledger Management (New Zealand Only)

The 901/ Ledger Management application is an invaluable tool for generating lists of clients with tax obligations at various due dates, and processing letters or e-mails for these clients. Processing more than one tax letter at a time is referred to as bulk processing. When processing a single letter via e-mail, it is sent via the default e-mail application (usually Microsoft Outlook). However, when e-mailing more then one tax letter it must be sent using SMTP services.