Hi,
I have a list of 8 letters in my folder and would like to edit one to a customner but keep it as a template to use on other customers.
I have picked Payment Reminder (v1) (with Contract) to edit.
When opening the File Explorer tab on the left hand side, I can see a letter which I think would be more suitable as I only want to ask for overdue amount and not the balance.
Can you please help me to use this and other templates in the File Explorer. I am using Sage Line 50 accounts 2011.
Thank you.
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Chasing payment letter
-
brucedenney
- Site Admin
- Posts: 4664
- Joined: 28 Feb 2006, 09:56
- Sage Version: v30 UK/Europe/Africa
Re: Chasing payment letter
You do not need to "edit one to a customer"
To use a letter.
Go to customers, select the customer (or customers if you want to send the same letter to multiple customers) .
Press the letter button on the toolbar.
Select the letter template you want to use and choose, how to send, email, print, preview etc.
To use a letter.
Go to customers, select the customer (or customers if you want to send the same letter to multiple customers) .
Press the letter button on the toolbar.
Select the letter template you want to use and choose, how to send, email, print, preview etc.
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