To send personalized letters to customers with unpaid invoices
If you haven't already read the OfficeLink Overview, see Creating personalized letters using OfficeLink for more information.
If you're not using OfficeLink, see page Creating personalized 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.
See To choose an OfficeLink template for personalized letters for a list of letter templates available for use with OfficeLink.
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.
To send personalized letters to customers who have unpaid invoices