Importing and exporting

Creating personalized letters using exported data

You can create personalized letters using data exported from FirstEdge. When you're ready to import FirstEdge data into your word processing program, refer to the documentation that accompanied your word processing software.

Idea:  Search for "mail-merge" in your word processing software's documentation

One example is to use the To Do List window - A/R view to save open receivables information and create "payment due" notices that you can send to your customers who have overdue balances.

Step by step

• To export a list of customers who have unpaid invoices

Related topics

• Creating personalized letters
• You can save a file in any of five formats