AccountEdge -Accounts Receivable (A/R) Collection Templates (U.S. only)

To assist in the collection of unpaid A/R, AccountEdge has template collection letters. Below are instructions on how to use the templates: 

1. Open AccountEdge -> To Do List -> AR. This will pull up a list of open invoices.
2. Check the box next to the open invoice you would like to work with and click mail merge.
3. Select the type of template you would like to work with (i.e., Coll_1st.dot, Coll_2nd.dot, Coll_3rd.dot, or Coll_fin.dot).
4. Enter your name and title.
5. This action will open an editable Word document that can then be emailed to the associate or printed out for mailing.