• 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.

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