Forms Selection - Create Personalized Letters window

Window Overview

The Forms Selection window for creating personalized letters allows you to create letters containing personalized information for selected people or companies. If you've installed MYOB OfficeLink (automatically included in typical installations) and you're using a compatible version of Microsoft Word, the letters will appear automatically in your word processing application, where you can edit them, if you like, before printing them.

If you haven't installed OfficeLink or you don't have an OfficeLink-compatible word processing application, you can create a mail-merge file that can be used with most word-processing software to create personalized letters.

To find the Forms Selection - Create Personalized Letters window
To choose an OfficeLink template for personalized letters
To send personalized letters to a single person or company (OfficeLink)
To send personalized letters to multiple people in your Card File (OfficeLink)
To send personalized letters to customers with unpaid invoices (OfficeLink)
To export data for use in personalized letters (OfficeLink not required)