• 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.


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