Reports and forms

To send personalized letters to customers with unpaid invoices (OfficeLink)

Use this procedure only if you're using OfficeLink.

The To Do List window should be displayed.

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



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



3. Click the Action column for each customer to whom you want to send a letter.



4. Click the Mail Merge button at the bottom of the window.



5. The Select From List window lists the 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 from the following list, and click the Use Template button. [Samples of templates for personalized letters (OfficeLink)]



6. Your word processor will open, 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 as they are.

Related topics

• Creating personalized letters (OfficeLink)
• To export a list of customers who have unpaid invoices.