Templates
You can generate invoices, receipts, quotes, letters, anything in
your word processor by selecting the relevant appointment in
the tree and then selecting a type of document from the Templates
menu.
The documents are actually generated using template files in
Microsoft rich text format which contain know text strings that are
replaced by values from the selected client, appointment, service or
referrer.
You should be able to use a variety of word processors such as
Microsoft Word and OpenOffice. On Windows you can use the WordPad
application and on Mac OS the standard editor, so you do not need a
word processor.
For example, the following letter was generated by selecting Daisy
Duck’s first appointment and the selecting “Referrer
acknowledgement” from the Office menu.
You will often modify the generated letter before sending it.
Letters are generated from "templates" that are files that have
known text strings that are replaced by values from the selected
client and appointment. For example the above letter was generated
from this template:
You can set up your own letter templates and add them to the menu.
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