In the window that opens, click Insert and choose the items you want to automatically insert into the square. Choose whether you want to print the customer’s billing address or physical address. Type the body of the letter, then click . By default, your company name and address, mail permit information, and bar code will also appear on the postcard; uncheck the check boxes here if you do not want them to print.
About Customer Postcards
Items that you automatically insert will appear surrounded by two sets of angle brackets, like so:
<<Customer Billing Address>>
Trash Flow inserts the item wherever the cursor is within the document; if you need to move the item you’ve inserted, you can cut and paste inserted items. When you print the postcard, Trash Flow will automatically fill in the correct information. The information that can be automatically inserted includes the customer’s full name, first name, and last name; your business name and address; the customer’s billing address, physical address, phone number, and Web ID number; the current date; and the customer’s current balance, account number, and billing group.
You can save postcards for later use by clicking , choosing a location to save the file, and clicking . This can be done if you’re working on a postcard to a customer that you’ll need to come back to later, but is more often used to create a template that can be reused. To open a postcard that you’ve saved, click , find the location where you saved the file, and click . If you need to review or change your printer options before printing, click .