Congratulations! You've just exported the file, which now contains all the following data for the customers you selected: A box should pop up saying whether the export has been successful or not.Make sure you remember or write down where you have saved the file as you'll need to know this later. Navigate to the folder you want the file to be in and type a name for the file, then click Save.Go to Customer in the menu and select Export Data for Mail Merge.Select the customers who you wish to export the data from (hold down Ctrl and click to select multiple customers).Go to view then select Customers from the main menu (or you could press Ctrl+C).Follow similar steps to those found below to export a Report, just select 'Save as CSV' from the file menu of the report screen. Reports In our example we'll export the customer details to a CSV file.There are two different possibilities for CSV files within Invoice: Nearly all programs that can mail merge (including Microsoft Word and Open Office Writer) are able to 'understand' a file type called 'CSV' so when we want to create a data file from within Invoice, Invoice automatically 'exports' the file as 'CSV'.
The point of this step is to create a file that is able to be 'understood' by whatever program is doing the merge. Just keep in mind as you are reading that any program that advertises a mail merge feature will need to have ways of doing the above steps, all you have to do is figure out which buttons to press to do them (and if it's not immediately obvious then you may want to consider using another program!). Merge the data file and the document If some (or all) of that doesn't make sense now don't worry, everything is detailed step by step below using Invoice and Microsoft Office Word 2007 and Invoice and Open Office 2.2 Writer as examples.Select which entries in the data file are to fill the 'place holders'.Insert 'place holders' in the document that correspond to parts of the data file.Write the document you want to bulk send.To make things easier read the instructions entirely before following them step by step. This section of the help is not just limited to exports from Invoice either, if you take the time to read and experiment with what's said on this page you can set up Mail Merge with other applications increasing productivity even more. When understood and used effectively it can cut down the time taken to do bulk tasks, like sending letters to customers, exponentially. Advanced - Mail Merge Mail Merge is a powerful tool that is included in most new word processing applications.
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