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Setting up remittance templates

Practice Manager only

Set up the remittance advice template using Maintenance > Maintenance Map (AO) > Documents > Document Styles.

Use as the template for cheques.


To set up a remittance template
  1. Select MaintenanceDocuments > Document Styles on the main menu (AE) or Maintenance > Maintenance Map Documents > Document Styles. The Document Styles page opens.

  2. Enter Remittance Advice in the Description field in the first blank row at the top of the table.

  3. Click the checkbox in the Enabled column.

  4. Enter or edit the path to the template that will be used for creating remittance advice on the Word Template field.

  5. Click the ellipse button to browse to the location of the template and select it.

  6. Select Supplier Payment from the Type column drop-down.

  7. Click OK to save the changes and close the Maintenance — Document Styles page.

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