Review Cards Before Exporting window

Window Overview

The Review Cards Before Exporting window allows you to verify that the cards you've chosen in the Forms Selection - Create Personalized Letters window are the records you wish to print in a set of personalized letters. Using this window, you can either use MYOB AccountEdge's OfficeLink feature to create your letters or export your records to a file that can be "mail-merged" into your word-processing software.

To find the Review Cards Before Exporting 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)