This section explains how to set up and customize Certificate of Balance letters within the system.

Overview

Certificate of Balance letters are generated upon a client's request. You can create your own custom letter using an empty document template.

Note: The sample document provided below is for example purposes only. Use of this sample document is at your own risk, and it's recommended to seek professional advice before using any sample document. MYCOMAX will not be liable for any damages, losses, or causes of action of any nature arising from the use of any sample documents.

Editing a Certificate of Balance Letter

To create or edit a Certificate of Balance letter:

1. Go to Setup > Letters > Certificate of Balance.
2. Click on an existing document to edit it, or create a new one.
3. Name: Give the letter a short, descriptive name, for example, "COB Letter".

Editor Functions

The letter editor provides various tools for creating and formatting your document:

• Icons: Hover your mouse over the icons to view their tooltips and understand their functions. Common options include:
  • Cut
  • Copy
  • Paste
  • Preview
  • Find
  • Replace
  • Bold
  • Italic
  • Underline
  • Numbered List
  • Bulleted List
  • Indentation
  • Justification
  • Font
  • Font Size
  • And more.
    
• Typing/Editing: Click anywhere in the white editing space to place your cursor and begin typing or editing your content.
• HTML Documents: If you have an HTML source code for your document, click on the Source-icon, paste your HTML code into the editor, and then click the Source-icon again to display your document.

Document Groups and Merge Fields (Tokens)

The Choose Document Group option displays a list of Token (merge field) groups. These tokens can be inserted into your document to automatically pull specific data from the system.

The following merge field groups are available for Certificate of Balance letters:

• Branch
• Client
• Client Preferred Payback Bank Account
• Employer
• Legal Entity
• Settlement