Annual Review Invoice
This email is generated when the option "Send invoice in a separate email?" is selected when preparing Annual Review documents.
The Pay Now Button has been added:
CAS 360 has inserted a Pay Now button into this email template. This can be found in the new Modern template.
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Description
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Code
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Where is this information in CAS 360?
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| Client Name | ${Client} | Contact when sending the document reminder via the Alerts |
| Client Casual Name | ${ClientCasual} |
CAS 360 will use the Casual name entered in the Global Contacts screen. If the title has not been entered, CAS 360 will use the first name and the surname of the contact (e.g. John Jones). If the above merge fields are used, it will display the Casual Name and Last name (if a casual name is entered). If no casual name is entered, it will display the First Name and Last Name. |
| Client Casual Name in Proper Case | ${ClientCasualProperCase} |
CAS 360 will use the Casual name entered in the Global Contacts screen. If the title has not been entered, CAS 360 will use the first name and the surname of the contact (e.g. John Jones). |
| Client First Name | ${ClientFirstName} |
Contact when sending the document for review. |
| Client First Name Only | ${ClientFirstNameOnly} |
Contact when sending the document for review. The following logic will be used for ${ClientFirstNameOnly} merge fields: |
| Client Casual name (Proper Case) | ${ClientCasualProperCase} |
CAS 360 will use the Casual name entered in the Global Contacts screen. If the title has not been entered, CAS 360 will use the first name and the surname of the contact (e.g. John Jones). |
| Company Name | ${CompanyName} | Name of the company appearing in the Company Screen |
| ASIC Balance | ${ASICBalance} | Amount Outstanding via the Alerts |
| Amount overdue less than 30 days | ${Overdue0to30} | Amount Outstanding via the Alerts |
| Amount overdue more than 30 days and less than 60 days | ${Overdue31to60} | Amount Outstanding via the Alerts |
| Amount overdue more than 60 days and less than 90 days | ${Overdue61to90} | Amount Outstanding via the Alerts |
| Amount overdue more than 90 days | ${Overdue90} | Amount Outstanding via the Alerts |
| Any fees to be paid but not yet due | ${FutureDebt} | Amount appearing via the Alerts |
| Total amount owed | ${DebtDueNow} | Amount appearing via the Alerts |
| Date ASIC balance was checked | ${DateUpdated} | CAS 360 will automatically check the company debt each morning |
| Client First Name (including middle name) | ${ClientFirstName} | Contact when sending the document reminder via the Alerts |
| Client Last Name | ${ClientLastName} | Contact when sending the document reminder via the Alerts |
| Client Email | ${ClientEmail} | Contact email when sending the document reminder via the Alerts |
| Username | ${UserName} | Name of the CAS 360 user |
| Firm Name | ${FirmName} | Name of your firm |
| Company Client Number | ${ClientNumber} | Client Number entered into the Company Info screen. In the Company Info screen, the client number is entered with Client Data |
| Client Reference number | Reference Number entered into the Company Info screen. In the Company Info screen, the Reference number is entered with Client Data | |
| Company Label | ${CompanyLabels} | Name of the label attached to the company |
| Client title (if one exists) | ${ClientSmartTitle} |
CAS 360 will use the title and the surname in the Global Contacts screen. If the title has not been entered, CAS 360 will use the first name and the surname of the contact (e.g. John Jones). If the title has been entered, CAS 360 will display the title and surname of the contact (e.g. Mr Jones). |
| Client First Name Only | ${ClientFirstNameOnly} | Contact when sending the document reminder via the Alerts |
| Client First Name Only in Proper Case |
${ClientFirstNameOnlyProperCase} |
Contact when sending the document reminder via the Alerts in Proper Case |
| ACN | ${CompanyNumber} | ACN appearing in the General Details screen |
| 2 months from annual review date | ${AnnualReviewDeadline} | Annual Review year appearing in the General Details screen plus 2 months |
| Company's Last Annual Review date | ${LastReceivedAnnualReviewDate} | Annual Review date appearing in the General Details screen minus 1 year |
| Company's Last Annual Review date plus 10 days | ${LastReceivedAnnualReviewDatePlus10} | Annual Review date appearing in the General Details screen minus 1 year plus 10 days |
| Company's Last Annual Review date minus 7 days | ${LastReceivedAnnualReviewDateMinus7} | Annual Review date appearing in the General Details screen minus 1 year minus 7 days |
| Company's Last Annual Review date plus 2 months | ${LastReceivedAnnualReviewDeadline} | Annual Review date appearing in the General Details screen minus 1 year plus 2 months |
| Company's Last Annual Review date plus 14 days | ${LastReceivedAnnualReviewDeadlineplus14} | Annual Review date appearing in the General Details screen minus 1 year plus 14 days |
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Postal Address in Multiple lines, no commas |
${companyPostalAddressMultiLineNoComma} |
The Postal address entered into the Addresses screen
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Company Business Address in Multiple lines, no commas |
${companyBusinessAddressMultiLineNoComma} |
The Business Office address entered into the Addresses screen |
Company Contact Codes
The following codes relate to the Company Contact selected in the General Details screen.
| Description | Code |
| Company Contact Name | ${CompanyContactName} |
| Company Contact Name in Lower Case | ${CompanyContactNameLowerCase} |
| Company Contact Name in Proper Case | ${CompanyContactNameProperCase} |
| Company Contact Name in Upper Case | ${CompanyContactNameUpperCase} |
| Company Contact First Name | ${CompanyContactFirstName} |
| Company Contact First Name in Lower Case | ${CompanyContactFirstNameLowerCase} |
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Company Contact First Name in Proper Case |
${CompanyContactFirstNameProperCase} |
| Company Contact First Name in Upper Case | ${CompanyContactFirstNameUpperCase} |
${Reference}