About preparing Microsoft Word letters using QuickBooks data
To do this task
To select who will receive this collection letter, select from the
Decide whether you want to include listed customers or jobs that are
active, inactive, or both.
Decide whether to send a single letter to each customer for all overdue
jobs, or to send the customer a letter for each job with an overdue payment.
If you typically work on several jobs for each customer, some customers
might have more than one job with overdue payments.
Limit letters to customers or jobs with overdue payments by specifying how
many days they are overdue.
For example, you can send a letter only to customers who have payments that
are 61 days overdue.
You can further refine this list on the next screen.
Making a list entry