Creating a transmittal letter

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

  1. Choose Setup > Transmittal Letter, or click the /_images/acct_pr/csa/tle-shortcut_icon.gif icon on the shortcut bar.
  2. In the Transmittal Letter Editor, choose File > New Letter.
  3. Begin typing the text that should appear on the invoice form, or insert one or more variables (such as Client name, Client address line 1, Client city, and so forth).
  4. Choose Insert > Variable. In the Variables dialog, highlight the variable to insert at the present cursor position, and then click OK.
  5. If you are setting up an invoice form, be sure to insert the variable called Billing Detail as part of the letter. This will ensure that billing information from the Setup > Invoice dialog will appear on the invoice when you print it for a selected client.
  6. To insert your firm's name or name and address as a header or footer on the invoice, choose File > Properties from the Transmittal Letter Editor. The firm name and address will appear on the form exactly as it appears in your CSA license information.

    Note: If this information is incorrect, please contact a CS Customer Service representative and request a corrected license. After retrieving the updated license information via CS Connect, you will be able to include the accurate firm information automatically when you print transmittal letters.

  7. Click OK to save your changes, close the Document Properties dialog, and return to the Transmittal Letter Editor.
  8. To edit the header (that is, choose either firm name only, firm name and address, or blank lines), choose View > Header and then choose the header you want to modify. Make the desired changes and then choose File > Save. The changes will be reflected on all documents that use the selected header type.
  9. Choose File > Save Letter As from the File menu and then choose either Client Letter or Global Letter. In the Save As dialog, enter a name for the new form (such as xxxxx Invoice.ltr), where xxxxx represents the ID for the open client, and then click the Save button.

Tip: You can also use the menu commands in the Transmittal Letter Editor to choose a footer; insert manual page breaks; insert objects such as logos or other images, spreadsheets, or other document files; add special formatting for fonts, paragraphs, and tab settings; and add special borders.

See also: Client billing procedures

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