I have just acquired a new client and he as asked me to look after the credit control and the purchase ledger, process the monthly BACS run. I just wondered if anyone could help me with an introductory letter that I could email to customers and suppliers, I would appreciate if anyone had a template I could use. Any help would be much appreciated.
I also do this kind of work. What system are you using? If it's Sage you could either create a new letter in report designer, or re-jig an existing one and save it as you like. Then highlight all suppliers, send the letter via email addressess if they have been set up, and customers - the same process..obviously all email addresses need to be input and the computer linked upto the internet..Alternatively there is word and then you could do an attachment..or your other options are if you are using different system (then I'm not sure I can help) or doing the letters manually...How long will you be working with your client and over how many days, it's just so I can guage the re-jigging of my letter I have on my computer?
Thank you for your prompt reply, I am using Sage 50 Accounts version 16 at my client's office, I will be working 3 days each week, my duties include all the bookkeeping, credit control, paying all suppliers, CIS and Payroll. I have looked on google and I cant find any sample letters, I just want to email customers and suppliers to introduce myself, and with the suppliers, explain I will be doing a weekly BACS run, therefore I will ask them for there bank account details etc.
