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.
Now is an opportune time to review your invoice and statement layouts to ensure they fully support the practice’s requirements. To avoid unnecessary customisation costs to re-apply your current layouts into REPX, why not consider selecting one of our standard layouts? You will be able to apply your company logos to the layouts by using the new reporting design tool.
Here are some key items to consider and review:
We have two Invoice layouts for you to choose from, the difference between the 2 is the location of the remittance footer on multiple page invoices. (see the samples provided)
The layouts include all the optimal features available including samples of various payment options such as the Fee Synergy online payment portal.
Minor customisation design changes, such as adding your company logo or removing payment methods not required, can be done using the new invoice designer tool provided with PM 11.
If your requirements are more customised than that, please let us know by completing the ‘require assistance’ section.
Using the same layout for emails and printing will eliminate the need for pre-printed stationary, provide consistency, and reduce confusion.
However, if you do intend using pre-printed stationary for your printed layouts, the logo can be hidden when printed.
Images and Embedded Fonts
Images and Embedded fonts are the largest contributors to size. When designing Invoices and Statements for both print and email purposes, consider:
Details coming soon.
Where more complex changes to the invoice or statement layouts are required, these changes will need to be performed by our Technical team and will be charged at standard rates. See the ‘Request assistance page’ to request your changes.
No, you can move to REPX invoice and statements to take advantage of the new formatting in Standard Narrations and change the look of your invoices when printing, as well as configuring the layout for emailing your invoices one at a time.
Yes, although you can only select one email field to be use for bulk correspondence, you can set it up as a ‘multi instance’ field, which means you can add multiple emails to that one field. Ensure that you add the additional email as another record.
Invoices and statements will be sent as 1 attached PDF document to the nominated email field. If the same entity has 2 different Invoices, the Invoices will be sent as separate PDF attachments in 2 separate email, (there is no function to combine multiple PDF attachments to 1 email).
Follow the link below to request assistance. Before you begin, please take special note of the Terms and Conditions below.