From time to time, you may need to send a letter to a customer, reminding him that his payment is late, or perhaps to tell a customer the items she's ordered are back ordered and will be delayed by a few days. Using OfficeLink, it's easy to create letters for a single person or several companies-the only requirement is that they have cards in your AccountEdge Card File.
In order to use OfficeLink, you must also be using an OfficeLink-compatible word processing application. (See OfficeLink for a list of compatible applications.)
Even if you haven't installed OfficeLink, you can create a "mail-merge" file that can be used with your word processing application to create personalized letters. This process is more time-consuming, however. We recommend that you take advantage of OfficeLink's capabilities if you can. If you choose not to use OfficeLink, see Exporting data from MYOB AccountEdge for information about creating an export file of AccountEdge information that can be mail-merged into letters and other documents.
AccountEdge provides a number of letter templates for you to use. If you wish to make permanent modifications to the templates, see OfficeLink templates for personalized letters and consult the documentation for your word processing application for instruction on doing so.
Using OfficeLink, you can send personalized letters to any person or company for whom you've created a card using the Card Information window. You may find this handy for writing collection letters, apologies or notices that your customer's items have been back ordered.
You can also view a list of all your unpaid receivables-that is, the sales you've entered in AccountEdge that your customers haven't fully paid yet. When you've finished viewing the information, you can create collection letters to send to customers whose payments are overdue.
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