Mail Merge - Accounts Receivable
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 t...
Forum Discussion
Hi echokim,
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.
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.
You can read more information regarding the personalised email process from this link.
regards,
Genreve
AHA !!!! no wonder i could not find it ! thanks for the tip - will sort this out now.
will there ever be this option ? it would come in handy - esp for price increases !
Cheers
Hi echokim,
Glad that tip helped get you on the right track.
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.
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.
Regards,
Genreve
