Writing letters to customers with Office Accounting data using Word mail-merge |
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| Applies to : Office Accounting Express, Professional |
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| You can use Office Accounting in combination with Microsoft Word to write letters to customers, suppliers, or employees. Office Accounting performs Word mail-merge using Word templates and data from the Office Accounting database. |
| Office Accounting comes with its own selection of business letters, already formatted as Word templates. |
| 1. To start writing a letter, click Write letters on the Customer menu. |
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2. This will open the Write letter Wizard. Click Next. |
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3. Select Customer as recipient and select the template you want to use. You can also create, modify or delete word templates. Click Next. |
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4. Select the recipients by picking filter options, data range and name list and click Next. In the example above all active customers who are 31 days or more overdue have been selected. |
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5. Add a comment and signature and press Create Letters |
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6. Word will now open with the merged letters (Word 2007 shown above). You can review the letters and print them from Word. |