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- Setting Sales and Customers Preferences
- Creating an Invoice
- Previewing Invoices
- Printing a Single Invoice
- Printing a Batch of Invoices
- Emailing an Invoice
- Charging Expenses to a Customer
- Setting Finance Charge Preferences
- Creating a Monthly Statement
- Setting Send Forms Preferences
- Tracking Accounts Receivable
- Receiving Payments for Invoices
- Issuing a Credit or Refund
- Receiving Cash
- Making Bank Deposits
- Receiving Advances, Retainers, and Down Payments
- Issuing Discounts
- Viewing the Open Invoices Report
- Creating a Collection Letter
- Recording Bad Debts
This chapter is from the book
This chapter is from the book
This chapter is from the book
This chapter is from the book
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, anytime. Before printing the letters, you have the capability to customize the letters and add personal information if necessary.
Select Company, Prepare Letters with Envelopes; 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.
Choose to sort your list alphabetically by customer name or by amount, lowest to highest.
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. Use the Mark All and Unmark All buttons to help with your selections.
Click Next.
Choose from a variety of available letters, or click the Create or Edit a Letter Template option to customize your mailing. If you choose to create a letter from scratch, a Microsoft Word document where you can
customize your letter will appear. For this example, the Friendly Collection letter template has been chosen.
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.
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