We use QucikBooks Pro. Can we make use of QuickBooks to generate follow up letters to customers seeking payment of unpaid invoices? We would like to have the letter to include date, amount and due date of each unpaid invoice. Also can we track the details of the letters we have sent for review?
Thanks in advance
In QB, press F1 for help and in the search bar, type "collections letter" without the quotes.
If this answers your question, please click on "solved."
Thanks for your response. 'Collection Letters' generate detals for a single invoice. But
1. I need the letter to contain details for all past due invoices-----single letter to contain all the unpaid invoices as on a particular date and
2. I should be able to track these letters for future followup
3. Can these letters be e-mailed
Thanks
you can e-mail a statement which will show all activity for whatever range of dates you select. go to Customers> Create Statements and select the customer(s) you want to send a statement to.
preview the statement so that you can see what it looks like before it goes out and see if this will work for you.
