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 customers that their items are backordered and will be delayed for a few days. Using OfficeLink, it's easy to create letters for a single person or for several companies - the only requirement is that your customers 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. It's usually more efficient to take advantage of OfficeLink's capabilities. 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 instructions.
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 backordered.
You can also use the list of all your unpaid receivables - that is, the sales you've entered in AccountEdge that your customers haven't fully paid yet -- to create collection letters to send to customers whose payments are overdue.
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