To send personalised letters to customers with unpaid invoices

If you haven't already read the OfficeLink Overview, see Creating personalised letters using OfficeLink for more information.

If you're not using OfficeLink, see page Creating personalised letters using exported data for information on creating an export file that can be used to create mail-merge letters for your customers with unpaid invoices.

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 in the list 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 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 from the following list, and click the Use Template button.

Warning: Some templates shouldn't be used, changed or deleted

OfficeLink uses several templates to create personalised letters, but some of these templates shouldn't be used, changed or deleted.

If you are using Microsoft Word, avoid using, changing or deleting the MYOBMN97.DOT template.

  1. Your word processor will open, and a series of dialogue boxes will appear, allowing you to enter your name and business title.