Open topic with navigation

Customer letters

To help you generate customer letters quickly, saving you time, a range of layouts are available. 

You can use this feature to:

• Print or preview letters, or save them to file.
• Open the documents or edit their layouts
• Create new letters

Generating customer letters

1. From the Customers window select the customers you want to write to > Letters.

2. From the Letter window, choose the layout you want to use.

   Tip: If the letter is to be emailed and you use Sage Pay, select a layout that includes the Pay Now button.

3. Letters toolbar > select the action you want to take.

4. Depending on the layout you selected, the Criteria window may appear.

5. To generate the letter, click OK.