To export a list of customers who have unpaid invoices

If you use OfficeLink, see Creating personalized letters using OfficeLink for information on creating this type of letter using OfficeLink.

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.

If you want to view detail about a specific sale, click the zoom arrow to the left of the customer’s name.

  1. Click the Action column for each customer in the list you want to send a letter, then click the Disk button at the bottom of the window.
  2. A window appears, listing the formats in which you can save the file. Select one of the formats.
  3. 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 also

Export file options

Creating personalized letters using exported data

To export a list of customers who have unpaid invoices