In order to setup the Debtors Letter use the following steps in Dimensions:
Select Debtors, Chase Debtors (ribbon menu) or Credit Control, Records, Chase Debtors (module/classic menu)
Select Chase Debtor in the Credit Control section
Set any search criteria needed and select Display
Select Letter, Letter Setup
Letter Setup
Using the Letter Setup window, save links to Word template documents so that they are available for mail merge within Dimensions.
Letters
The letters list window will display all the active letters registered using the Letter Setup window.
These letters will have been prepared using Access Office Integration and MS Word to create a Word Mail Merge document that contains links to the Dimensions database.
Output to Excel
Exports the list to MS Excel.