Mail Merge - Accounts Receivable

Question

Hi there, have managed to figure out some of this.

I have typed and saved the blank template as a new template

clicked on an invoice to be paid, selected the new letter - it goes to word, creates the letter

then what happens ?????

as far as I can see, there is nothing in the new "form letters 1" to take it back to MYOB to send as an email ??

First time using. Need to get new pricing to customers on Monday, and this is the only way I can see to do it, without bodgying an invoice template.

TIA !

genreve_s · Answer

Hi echokim,&nbsp;
&nbsp;
Glad that tip helped get you on the right track.
&nbsp;
That “email this letter to everyone” option isn’t built into Form Letters at the moment, and I couldn’t find anything internally to say it’s on the roadmap yet.
&nbsp;
It’d be a great one to pop on our Ideas Exchange so other users can vote for it and our product team can factor it into future planning.
&nbsp;
Regards,
Genreve

genreve_s · Answer

Hi echokim,&nbsp;
&nbsp;
Sounds like you’ve got most of the personalised email process worked out. You’re right, the Accounts Receivable mail merge just creates the letters in Word; it doesn’t feed them back into AccountRight to email.
&nbsp;
To send them out, export your customer cards (including their email addresses), then use that list in Word’s mail merge or send a bulk email from Outlook. There’s no built-in “email this letter to everyone” button in Form Letters at the moment, so that’s the easiest way to get your price-change message out.&nbsp;&nbsp;
You can read more information regarding the personalised email process from this link.&nbsp;
&nbsp;
regards,Genreve&nbsp;

echokim · Answer

AHA !!!!&nbsp; &nbsp;no wonder i could not find it !&nbsp; &nbsp; thanks for the tip - will sort this out now.&nbsp;will there ever be this option ?&nbsp; &nbsp;it would come in handy - esp for price increases !&nbsp;Cheers

echokim · Answer

Good call - thank u !

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Mail Merge - Accounts Receivable

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