Creating personalized letters (OfficeLink)

Importing and exporting data > Managing import and export records > Creating personalized letters (OfficeLink)

Creating personalized letters (OfficeLink)

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From time to time, you may need to send a letter to a customer to remind him about a late payment, or perhaps to tell several customers that their items are backordered and will be delayed for a few days. Using OfficeLink, it’s easy to create letters to be sent to one person or to several companies — the only requirement is that your customers have cards in your AccountEdge Card File.

In order to use OfficeLink, you must also be using an OfficeLink-compatible word processing program.

Note: These products are compatible with OfficeLink

Mail-merge (an alternative)

Even if you haven’t installed OfficeLink, you can create a “mail-merge” file that can be used with your word processing program to create personalized letters. This process is more time-consuming, however. It’s usually more efficient to take advantage of OfficeLink’s capabilities. If you choose not to use OfficeLink, see Managing import and export records to learn how to create an export file of AccountEdge information that can be mail-merged into letters and other documents.

Letter templates

AccountEdge provides a number of letter templates for your use. If you want to permanently modify these templates, see OfficeLink templates for personalized letters and consult the documentation for your word processing program for instructions.

Using OfficeLink, you can send personalized letters to any person or company for whom you’ve created a card using the Card Information window. You may find this handy for writing collection letters, apologies or to notify customers that items have been backordered.

Collection letters

You can also use the list of all your unpaid receivables — that is, the sales you’ve entered in AccountEdge that your customers haven’t yet fully paid — to create collection letters to send to customers with overdue payments.

■	To send personalized letters to several people in the Card File (OfficeLink)

■	To send personalized letters to one person or company (OfficeLink)

■	To send personalized letters to customers with unpaid invoices (OfficeLink)

■	Tab-delimited and comma-separated files

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