To export a list of customers who have unpaid invoices

The To Do List window should be displayed. (To find the To Do List window - A/R view)

1. Click the A/R (Accounts Receivable) tab to display a list of all your unpaid receivables.

If you want to view detail about a specific sale, click the zoom arrow to the left of the customer's name.

2. Click the Action column for each customer in the list you want to send a letter, then click the Disk button at the bottom of the window.
3. A window appears, listing the formats in which you can save the file. Select one of the formats.
4. The Save As window appears, allowing you to specify a name and location for the export file. Enter this information, then click OK to create the export file.

You're now ready to merge the export file's data with your word-processing software's documents.