Sales

If you're using an OfficeLink-compatible word processor

Note: These products are compatible with OfficeLink

  1. In the To Do List window - A/R view, click the Action column for each customer to whom you want to send a letter.


  2. Click the Mail Merge button.


  3. The Select From List window displays a list of letter templates you can use to create personalized letters for the customers you've selected. AccountEdge provides four templates for collection letters. Highlight the template you want, and click the Use Template button.


  4. Your word processor will run, and a series of dialog boxes will allow you to enter your name and business title.


    When you've made all the entries required, the personalized letters for the customers you selected will be displayed. You can edit these letters if you like, or print them just as they are.

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

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