• 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.