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Select the recipients

About preparing Microsoft Word letters using QuickBooks data

To do this task

  1. To select who will receive this collection letter, select from the following:

    • 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.

See also

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