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. General - Mail Merge Mail Merge is a powerful tool that is included in most new word processing applications.
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