How do I prepare a collection letter ?

1. Display the Write Letters window.

2. Then choose Prepare a Collection Letter.

3. Click Next

4. Choose from the options for the collection letters.

Specify whether customers or jobs are active, inactive, or both.

Specify whether to create a letter to the customer or job.

You can Limit the letters to customers or jobs according to how overdue payments are.

5. Click Next to review the list of recipients.

Note: If there is a customer (or customers) with unapplied payments or credits, QuickBooks displays a Warning.

6. You can sort the list by clicking on the Customer or Amount check box.

7. Click Select All to send a letter to all check marked names.

8. Click Clear All to clear all the checkmarks and select specific recipients by clicking on the name.

9. Click Next to choose the type of collection letter you want to send.

10. Click Next and enter your preferred signature (name) and title for this collection letter. If you want to be notified when data needed to create the letter you have chosen is missing, click the checkbox. If this notification appears when you start Word, you'll be told how to correct the omission.

11. Click Create Letters to launch Word.

12. From the View menu in Word, choose Toolbars to see the QuickBooks toolbars appropriate for creating your collection letters. You'll use these choices to insert fields into your letters.

13. Save your work using one of these methods:

a. Choose Save if you want to replace the existing letter with one that uses the same name.

b. Choose Save As from the File menu so that you can give the letter a unique name. You'll then be able to locate your new letter easily.

14. Print the letter in Word.