Sending Overdue Accounts via Mail Merge

In Ardex, go to Reporting > Mail Merge
Create and select template from your computer as required
Click Select Criteria
On the criteria list, select Finance > Overdue Debtors
Select Include as well and tick the applicable filter on the right. In this example, the debtors with 30 day balance or more is selected.
Click Refine List. The clients with 30 day balance or more should now appear on the recipient list.
You can now Close this window and Send the mail merge as required.

Note: You can find instructions on how to create the message template through the link below.