This section guides you through setting up and generating Letters of Balance for multiple clients.

Letter Setup

For a visual guide, watch our video tutorial here: https://www.youtube.com/watch?v=cHaTX4bxJnc

1. Navigate to Setups > Letters.

2. Select an existing letter to view or edit its content.

Letter Merge Fields

You can personalize your letters by inserting tokens (merge fields) that automatically pull specific client data. These merge fields are grouped for easy selection.

Execute the Process

Follow these steps to generate the letters:

1. Go to MAXMONEY > Processing > Client > Process Client Letter of Balance.

2. Set the Date of Balance to the last day of the previous month.

3. To email the generated letters, you'll need the MAXMAIL module enabled and sufficient email credits. Ensure your clients' profiles include their email addresses.

4. Once the process Status shows as "Completed," your letters will be accessible in DocSpace.

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