Running a sales mail merge with Microsoft Word

Similar to the contacts mail merge feature use the sales mail merge to create personalised estimates, sales orders, invoices and pre-addressed envelopes or mailing labels.

Note: Youmehub's mail merge feature requires Microsoft Word software installed on your computer. See System Requirments for more information.

Creating an invoice mail merge:
1. Go to the sales > invoices module.
2. Use the find tool to display or filter the records that you want to use in the mail merge.
3. Select Invoices > Edit Template form the menu. A folder window will open listing pre-defined invoice mail merge templates. Youmehub’s mail merge template files are standard Microsoft Word documents that are linked to Youmehub’s data source files.

Note: To navigate to Youmehub’s template folder manualy. In the Mac OS Finder or Windows Explorer window go to:
for estimates:
[path to documents folder]/Youmehub 3.00.01/Documents/Templates/05 Estimates folder.
for sales orders:
[path to documents folder]/Youmehub 3.00.01/Documents/Templates/05 Sales Orders folder.
for invoices:
[path to documents folder]/Youmehub 3.00.01/Documents/Templates/05 Invoices folder.

4. Double click on one of the template files to open it in Microsoft Word.
5. You can now use the Microsoft Word tools to edit the page layout, fonts, colors and any other customization you require.
6. Click where you want to insert tag information from Youmehub’s data source.
7. On the Mail Merge toolbar, click Insert Merge Field, and click the merge field that you want to use.

Note: Make sure that you type any spaces or punctation that you want between two merge fields or after a merge field. You can also format (apply bold or italic formatting to) the merge fields, just as you would with regular text.

8. Repeat steps 6 and 7 for each merge field that you want to add to your document.
9. When you have finished editing the template document, File > Save As, name the file, and click Save.
10. Close the template document and return back to Youmehub.
11. Select Invoices > Mail Merge and follow the on screen instructions.
12. When prompted for a Microsoft Word mail merge template file, select the template file you created earlier.
13. Click the Finish button.