To display a list of open sales on your computer screen using the To Do List

If you haven't already read the Sales Overview, see Reviewing your sales activity for more information.

These steps will also allow you to create a file that contains information about the customers who have open sales, so you can create letters that remind them that their payments are due.

The To Do List window should be displayed.

  1. Click the Debtors tab to display a list of all your open invoices.
  2. Click the zoom arrow to the left of the customer's name to view details about a specific invoice.
  3. Using Accounting Plus and your word processing software, you can create personalised letters, reminding your customers to make their payments. See Creating personalised letters for more information.

If you're using an OfficeLink-compatible word processing programme
  1. Click the Action column for each customer in the list to whom you want to send a letter.
  2. Click the Mail Merge button.
  3. The Select From List window appears with a list of letter templates you can use to create personalised letters for the customers you've selected. Accounting Plus provides four templates for collection letters. Highlight the template you want, and click the Use Template button.
  4. Your word processor will open, and a series of dialogue boxes will appear, allowing you to enter your name and business title.

If you're not using an OfficeLink-compatible word processing programme
  1. Mark the Action column for each customer in the list you want to send a letter.
  2. Click the Disk button at the bottom of the window.
  3. A dialogue box appears, asking you to choose one of four file formats for your export file. Select one of the following formats:

  1. The Save As window appears, allowing you to specify a name and location for the export file. Enter this information, then click OK to create the export file.

You're now ready to merge the export file's data with your word-processing software's documents. See To export data for use in personalised letters for more information.