To Do List window—A/R view

This view of the To Do List window lists all of your open invoices, sorted by due date. From this window you can also use the OfficeLink feature to generate ‘payment due’ notices that you can send to your customers who have overdue balances.

Field Descriptions

Name column

This column displays the names of all your customers with open invoices. If you want to view an invoice, click the zoom arrow next to a customer’s name.

Overdue column

This column displays the number of days since the customer payment was due (or the number of days until the payment is due).

Inv. # column

This column displays the ID of each invoice in the list.

Due Date column

This column displays the due date of each invoice in the list.

Balance Due column

This column displays the amounts that are due for each invoice.

Select (to Mail Merge) column

If you want to send a “payment due” notice to a customer, click in this column next to the transaction and then click Mail Merge. If a customer has more than one overdue amount, only one notice will be created, containing the total amount of all their overdue sales.

If you want to select all invoices in the list, click the icon at the top of this column.

Print

If you want to print the To Do List—Receivables report, click Print.

Disk

If you don’t have a version of Microsoft Word that is compatible with the OfficeLink feature, you can create a mail merge file that contains information about the customers and invoices selected in the list. Click Disk to save the information to a text file that you can then use with your word processor to create a personalized letter.

Mail Merge

If you have a version of Microsoft Word that is compatible with the OfficeLink feature, click this button to create a “payment due” notice for each customer that is selected in the list.

A window will appear that lists the letter templates you can use. Select the appropriate template and then click Use Template to open the letter in Microsoft Word.

Close

If you want to close this window, click Close.

Tips for this window

Related Topics

■	Reviewing your sales information

■	Receiving payments

■	Personalized letters