Print Collection Letters

How Do I...

In Sage 50, you can print customer collection letters from two places:

To print collection letters within the Reports & Forms area

  1. From the Reports & Forms menu, select Forms, then Customer Labels and Letters. Sage 50 displays the Select a Report or Form window.
  2. Sage 50 comes with five predefined collection letters which are shown in the Forms list with the Sage 50 standard form icon .

    Double-click the form you want to print. Sage 50 displays the Filter window.

  3. Enter or select the date that you want to appear on the collection letter. This date is important in that it determines which overdue invoices fall into the selected aging bracket.
  4. Select the Oldest Outstanding Invoice bracket and other filter information.

    For example, if you selected the Overdue 31-60 Days - Medium collection letter, you would select 31-60 as the Oldest Outstanding Invoice.

    Note: Collection letters only print for the amount overdue in the aging bracket specified in the Oldest Outstanding Invoice filter, based on the date of the collection letter.

  5. When finished selecting filter options, select Print/Email.

    Collection letters can only be printed on plain-paper forms.

  6. In the Print dialog, Sage 50 displays the default printer. If you want to print to another printer, use the drop-down arrow in the Name field to select a different one. Otherwise, select OK to begin printing the form letter(s).

To print collection letters from the Collection Manager

  1. In the Collection Manager window, select the customers you want to send collection letters to. Do one of the following:
  2. To select from customers with invoices a certain number of days past due, choose a range of days from the Days Past Due drop-down list. Then click the Bracket button.
  3. For each displayed customer you want to send a letter to, select the Letter check box.
  4. Click the Letter button.
  5. In the Print/Preview Forms window, select the form you want to print.
  6. In the Print Forms Options window, select Real to print the collection letter or letters.
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