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.
If you want to view detail about a specific sale, click the zoom arrow to the left of the customer’s name.
You’re now ready to merge the export file’s data with your word-processing software’s documents.
See also
Creating personalized letters using exported data
To export a list of customers who have unpaid invoices