To send personalized letters to customers who have 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.

  1. Click the A/R (Accounts Receivable) tab to display a list of all your unpaid receivables.
  2. If you want to view detail about a specific sale, click the zoom arrow to the left of the customer’s name.
  3. Click the Action column for each customer in the list to whom you want to send a letter.
  4. Click the Mail Merge button at the bottom of the window.
  5. 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. Accounting Plus provides four templates for collection letters. Highlight the template you want from the following list, and click the Use Template button.

See To choose an OfficeLink template for personalized letters for a list of letter templates available for use with OfficeLink.

Warning: Some templates shouldn’t be used, changed or deletedOfficeLink uses several templates to create personalized letters, but some of these templates shouldn’t be used, changed or deleted.

If you are using Microsoft Word, avoid using, changing or deleting the MYOBMAIN.DOT or MYOBMN97.DOT template.

If you are using WordPerfect, avoid using, changing or deleting the MYOBFILL.WPT or MYOBGTAG.WPT macros.
  1. 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.

To send personalized letters to customers who have unpaid invoices