Generating Invoices, Thank-You Notes and Chase-Letters/E-mails

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SchemeServe can automate the distribution of various documents to your clients.

You can create these documents using the Document Editor. Then inside the Case you can add Documents to the Tab for the Case.

Invoices/Receipts/Thank-You Notes can all be sent automatically if you mark them to “auto-generate” when a Case changes status to “On Cover”

You can also upload documents you've created in your accounting package (as a PDF file) and upload them to the specific Case. This allows you to permanently associate records with any given policy.


See Also:

Accounting with SchemeServe

Reconciling SchemeServe with Your In-House Accounting Software

Reconciliation of Accounts on a Case-by-Case Basis