Functions: Customers
Dunning
To do the operations for sending past-due (dunning) and other mail to customers Use these functions...
Export customer contact name, company name, address, and current or past due amounts. This allows you to send customer overdue account information to a spreadsheet or database for analysis. The export also provides a comma-separated or tab-separated file you can use with a mail merge program for preparing letters to customers for dunning, for announcements, and for other purposes. For mail merges, check the option to Include header record.

Customer Mail Merge Information provides account information that is not provided by the Customer Contact Information export, which exports only customer names, addresses, phone numbers, and contact names. 		System
  Company
    Export
      Customer Mail Merge Information
  • Make a note of the file destination displayed at "Export file name." (You can change the path and file name if you wish.)
    • Make your selections for date format, aging, and account status.
  • Check the option to "Include header record."
Use the file created by the Export to prepare a mail merge in (for example) Microsoft Word. Open MS Word
  1. From the Tools menu, select Mail Merge.
  2. Follow the instructions to create a letter, envelope, or mailing label.
  3. For the Get Data menu, select Open Data Source.
  4. In the browser window, make the file type "All Files (*.)", then find and select custage.csv (or .tab).
  5. Use the Insert Merge Field function to select the fields from custage.csv (or .tab) for your merge.