Fields in the To Do List window

Fields
To Do List window - A/R view

Name column
This column displays the names of all your customers with unpaid sales. Click the zoom arrow next to a customer's name to display a transaction in the Sales window.

Overdue column
This column displays the number of days beyond the due date that the transactions in the list are overdue. If a positive number of days appears in the Overdue column, the transaction is overdue by the number of days displayed; if the number is negative, the transaction isn't due yet.

Inv. # column
This column displays the ID numbers of the transactions whose payments are due.

Due Date column
This column displays the date each transaction in the list is due. The due date is calculated by comparing the original date of the sale to the current date and reviewing the customer's credit terms.

Balance Due column
This column displays the amounts that are due for each transaction.

(Action column)
If you wish to send a "payment due" notice to a customer, click this column for the appropriate transaction, then click the Mail Merge button at the bottom of the window. The notice will be included in a mail merge file when you click the Mail Merge button at the bottom of the window.

Click the gray box at the top of this column to mark all the transactions in the list. Click again to clear all marks from the Print column.

Print button
Click this button to print the To Do List - Receivables report.

Disk button
If you're not using MYOB OfficeLink, click this button when you're satisfied with the information you've selected to include in the mail merge file. A dialog box will appear, allowing you to provide a name for the mail merge file that will be created. When you name the file and click OK, the file will be created.

Mail Merge button
Click this button after marking the action column of one or more transactions in the list to create a "payment due" notice for a customer.

If you're using an MYOB OfficeLink-compatible word-processing program and you've properly installed AccountEdge's OfficeLink feature, you can click this button to automatically create "mail-merge" letters containing information about the customers you've selected.

These products are compatible with OfficeLink:

Microsoft Excel Version 8.0 (Office 97) and later.
Microsoft Word Version 8.0 (Office 97) and later.

A dialog box will appear listing letter templates available to you. Highlight the template you want to use, and click the Use Template button; in a few moments, your word-processing program will start and letters for the people you selected will be displayed. You can edit these letters if you like or print them just as they are.

For more information about using OfficeLink to create personalized letters, see Creating personalized letters using OfficeLink.

Close button
Click this button to leave this window.