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 information 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 A/R (Accounts Receivable) 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 AccountEdge and your word processing software, you can create personalized letters, reminding your customers to make their payments. See Creating personalized letters for more information.

    If you’re using an MYOB OfficeLink-compatible word processing program and you chose to use OfficeLink when you installed AccountEdge, complete steps 4 through 7.

    If you’re using another word processing program, complete steps 8 through 11.

If you’re using an OfficeLink-compatible word processing program
  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 personalized letters for the customers you’ve selected. AccountEdge 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 dialog boxes will appear, allowing 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 just as they are.

If you’re not using an OfficeLink-compatible word processing program
  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 dialog box appears, asking you to choose one of four file formats for your export file. Select one of the following formats:

    Tab-Delimited Text File: When you save a file in tab-delimited format, the individual pieces of information in the file are separated by tab characters. For example, if the last name Jones and the address 300 Roundhill Drive appears in the file, a tab character will appear between Jones and 300 Roundhill Drive in the file.

    Comma-Separated Text File: When you save a file in comma-separated format, the individual pieces of information in the file are separated by commas. For example, if the last name Jones and the address 300 Roundhill Drive appears in a file, a comma will appear between Jones and 300 Roundhill Drive in the file. (Individual pieces of information that actually contain commas are surrounded by quotation marks.)

    Text: When you save a file in text format, the individual pieces of information in the file are separated by spaces.

    HTML Formatted Text File: When you save a file in HTML (HyperText Markup Language) format, the file can be viewed with World Wide Web browser software.

    PDF: When you save a file in PDF (Portable Document Format) format, the file can be viewed as an electronic image using Adobe Acrobat Reader. You can find information about Adobe products at http:// www.adobe.com.

  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 personalized letters for more information.

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