17 Nov Prepare a Collection Letter
Prepare a Collection Letter
This option uses pre-defined collection letters that are chosen based on the criteria the user dictates. For example, customers can be chosen based on active status, past due aging, and job or customer level letters. QuickBooks will then create a list of customer:jobs that fit those criteria. It is possible to send letters to all of the customer:jobs chosen, or select specific ones.
Next, choose the type of collection letter ranging from friendly to harsh. Enter the name and title of the individual who will be signing the letter. When the “Create Letters” button is clicked, QuickBooks will automatically launch Microsoft Word and create the letters. Each letter will be a page in the Word document. If any modifications need to be made prior to printing the letters, they can be done in Word and will, therefore, not affect the original letter or any QuickBooks data. Once the letters have been reviewed, simply print, sign and mail.