- 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.