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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
- Choose Setup > Transmittal Letter, or click the icon on the shortcut bar.
- In the Transmittal Letter Editor, choose File > New Letter.
- 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).
- Choose Insert > Variable. In the Variables dialog, highlight the variable to insert at the present cursor position, and then click OK.
- 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.
- 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.
- Click OK to save your changes, close the Document Properties dialog, and return to the Transmittal Letter Editor.
- 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.
- 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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