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HomeHomeMicrosoft Offic...Microsoft Offic...Microsoft WordMicrosoft WordMail merge for dunning lettersMail merge for dunning letters
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7/4/2012 1:00 PM
 
Dear Sir,
I would like to use mail merge option to send AR statement to the customers by invoice. Here the customer name is repeating for every invoice. I need to prepare one letter for one customer with multiple invoices.

Please let me know, how to do this in mail merge option. For your immediate reference the data file and the format of the letter is given below.

Thanks in advance for your kind replies.



Customer Customer Name City Reference Doc. Date Amount Type Our Contact Person MSP Name Region No of Days Due AR Status Aging Category
829735 Virgo Optiks Mumbai DEC 11 CR NOTE 15-01-2012 -383.25 Credit Hitesh Shah MSP (Super) Goregaon West                   -138  Over Due   120 -150 Days 
829735 Virgo Optiks Mumbai CREDIT NOTE 30-03-2012 -402.41 Credit Hitesh Shah MSP (Super) Goregaon West                     -63  Over Due   61-90 Days 
829735 Virgo Optiks Mumbai CHQ DEP/94535 30-03-2012 383.25 Debit Hitesh Shah MSP (Super) Goregaon West                     -63  Over Due   61-90 Days 
829735 Virgo Optiks Mumbai 117886001240 01-03-2012 766.50 Debit Hitesh Shah MSP (Super) Goregaon West                     -92  Over Due   91-120 Days 
829735 Virgo Optiks Mumbai 117886001275 02-03-2012 766.50 Debit Hitesh Shah MSP (Super) Goregaon West                     -91  Over Due   91-120 Days 
829735 Virgo Optiks Mumbai 117886001341 06-03-2012 383.25 Debit Hitesh Shah MSP (Super) Goregaon West                     -87  Over Due   61-90 Days 
829735 Virgo Optiks Mumbai 117886001340 06-03-2012 766.50 Debit Hitesh Shah MSP (Super) Goregaon West                     -87  Over Due   61-90 Days 
829735 Virgo Optiks Mumbai 117886001353 07-03-2012 766.50 Debit Hitesh Shah MSP (Super) Goregaon West                     -86  Over Due   61-90 Days 
829735 Virgo Optiks Mumbai 117886001365 09-03-2012 766.50 Debit Hitesh Shah MSP (Super) Goregaon West                     -84  Over Due   61-90 Days 
829735 Virgo Optiks Mumbai 117886001388 10-03-2012 766.50 Debit Hitesh Shah MSP (Super) Goregaon West                     -83  Over Due   61-90 Days 
829735 Virgo Optiks Mumbai 117886001387 10-03-2012 766.50 Debit Hitesh Shah MSP (Super) Goregaon West                     -83  Over Due   61-90 Days 
829735 Virgo Optiks Mumbai 117886001395 10-03-2012 766.50 Debit Hitesh Shah MSP (Super) Goregaon West                     -83  Over Due   61-90 Days 
829735 Virgo Optiks Mumbai 117886001477 15-03-2012 766.50 Debit Hitesh Shah MSP (Super) Goregaon West                     -78  Over Due   61-90 Days 
829735 Virgo Optiks Mumbai 117886001488 16-03-2012 766.50 Debit Hitesh Shah MSP (Super) Goregaon West                     -77  Over Due   61-90 Days 
829735 Virgo Optiks Mumbai 117886001490 16-03-2012 766.50 Debit Hitesh Shah MSP (Super) Goregaon West                     -77  Over Due   61-90 Days 
829735 Virgo Optiks Mumbai 117886001505 17-03-2012 866.25 Debit Hitesh Shah MSP (Super) Goregaon West                     -76  Over Due   61-90 Days 


 

Date

To

Customer Name               Ab Optique Eye Ear

City                                        New Delhi

 

Our Contact Person        Anand Upadhyay

MSP Name                         MSP (Super) Okhla

Region                                  North

Dear Sirs

 

We have previously reminded you that the invoices mentioned below are still open on our account.

 

Meanwhile we regretfully have not received any response from you effecting payment of the overdue invoices listed below. Should you have any doubt concerning our statement, please do not hesitate to contact us.

 

We kindly ask you again to arrange payment to our account within the next 5 days.

We would inform you, that we have to stop delivery to you after these 5 days and

without getting a reaction from your side.

 

Kind regards

 

 

Reference

Doc. Date

Amount

Type

No of Days Due

AR Status

Aging Category

117885000246

 

17-01-2012

 

766.50

 

Debit

 

                - 136

 

Over Due

 

120 -150 Days

 

17885000479

 

30-01-2012

 

1,942.50

 

Debit

 

                 -123

 

Over Due

 

120 -150 Days

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


 
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HomeHomeMicrosoft Offic...Microsoft Offic...Microsoft WordMicrosoft WordMail merge for dunning lettersMail merge for dunning letters


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