Creating a Collection Letter

Of course you can open your word processing program and write an extemporaneous letter to the customer who owes you money. Or you can save time and use a standard form letter that is available to send to any customers who owe you money, any time. Before printing the letters, you have the capability to customize the letters and add personal information if necessary.

Select Prepare Letters with Envelopes from the Company menu; then select the type of letter you want to create. For this example, a collection letter is selected.

Select from the various options to determine who will receive this letter.

Click Next.

The list that appears here is the result of the selections you made in Step 2. Check off all members of the list who will receive the letter.

Click Next.

Choose from a variety of available letters. If you are creating a letter from scratch, you won't see this screen. Instead, you will see a Microsoft Word document where you can create your own custom letter.

Click Next.

Enter the name and title of the person who will sign the letters.

Click Next. A Microsoft Word document containing all the letters will open.

Scroll through the letters to make sure they read the way you want them to. If necessary, you can add information to any letter.

Select File, Print from the Word menu bar.

In QuickBooks, click Next if you want to print envelopes. If you choose this option, you are asked to verify the size of the envelopes. In the Microsoft Word document that appears, click OK to print the envelopes.

If you don't want to print envelopes, click Cancel.

In QuickBooks, click Finish to close the Letters and Envelopes window.