Past-Due Letter Sent on Behalf of a Client
The collection letter that works better because it comes from the bookkeeper, not the owner.
Merge fields in this template
«DisplayName»«BillAddrLine1»«BillAddrLine2»«BillAddrCity»«BillAddrCountrySubDivisionCode»«BillAddrPostalCode»«OverDueBalance»
Data source: QuickBooks customers
How to use it well
- A letter from "the bookkeeping firm" reads as process, not personal conflict. Owners often see faster payment when the ask comes from you.
[Your Company Name]
[Street address · City, State ZIP · phone · email]
[Date]
«DisplayName»
«BillAddrLine1»
«BillAddrLine2»
«BillAddrCity», «BillAddrCountrySubDivisionCode» «BillAddrPostalCode»
Dear «DisplayName»,
We provide bookkeeping services for [Client business name]. Our records show an overdue balance of «OverDueBalance» on your account with them.
Please arrange payment within 10 business days, or contact [client contact] directly if you believe this balance is in error or need to discuss terms.
If payment has already been sent, thank you. No further action is needed.
Sincerely,
[Your name]
[Title · Your company]
Sending this to more than a handful of customers? Connect QuickBooks or Stripe and MergeNinja fills this letter in for every customer automatically: amounts, dates, days overdue, all of it.
Template questions
How do I use this template?
Download the .docx, open it in Word, and replace the [bracketed] placeholders: your letterhead, dates, and any wording you want to change. The «field» codes stay: they fill in automatically when you merge. Then upload it to MergeNinja (or use Word's own mail merge) against your QuickBooks customers data.
What are the «fields» in the letter?
Real Word merge fields, named to match MergeNinja's QuickBooks customers dataset exactly. Connect read-only, sync, and every field fills in with live data. No renaming needed.
Can I change the wording and formatting?
Completely. It's an ordinary Word document. Fonts, logo, layout, and tone are yours to edit; the merge only fills the field codes wherever you leave them.
Is the download really free?
Yes. No email required, no watermark. If you later want the letters filled in automatically for your whole customer list, that's what MergeNinja is for.
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