Choose the correct Entity and Category for mail merge templates

TABLE OF CONTENTS

• Introduction
• Choose the correct Entity and Category for mail merge templates

Introduction

Engage Fees uses three different entities for mail merge templates and holds the templates in separate areas of the DMS. The Category setting determines where it saves documents when you run a mail merge.

Choose the correct Entity and Category for mail merge templates

Entity Options:

There are three different Entity Options. Opening or creating a template from a specific screen will determine the default entity used.

Fee Stationery – Fees>Setup>Fees Policies – Email Preferences Tab

This is for mail merge templates for issuing Invoices, Credit Notes, Receipts and Statements. These are for generating emails to accompany PDF documents emailed from your system.

Fee Charges – Fees>Sales Analysis>Analyse Charges

This entity is for mail merge template to issue correspondence to Bill Payers generated by reference to pupil charges invoiced.

Fee Payers – Fees>Sales Analysis> View Account Details

This entity is for mail merge template to issue correspondence to Bill Payers generated by reference to their account balance e.g., chasing letters.

Category Options:

The category options are set by you within the DMS and indicate where Engage Fees saves mail merge documents. This would normally be set to Financial for Fees, but this might not always be the case for your school. Please confirm with your Engage Administrator for guidance.

Note: For more information on working with mail merge templates, please refer to the Fees Guide to Mail Merge.