Add Items to Mail Merge

Mail Merge enables you to produce Credit Control reminder letters with details of any outstanding fees. To do this, first you must add items to the Merge List , and then run Mail Merge to export the data to Word.

You can either add transactions to the Merge List individually, or add all of a Client's outstanding AR to the Merge List in a single action.

To add items to the Merge List:

In the Client List, select the appropriate Client or transaction row(s).

Multiple selection is supported at both Client and transaction level. Select the first row, and either drag down or press the control key until the last row you require is selected.

Right-click, and select the appropriate context-specific option: either Add all Client Transactions to Merge List or Add Item to Merge List.

The selected item(s) are added to the Merge List.