Overview
Tab Path: Utilities > Letter Writer
QBM includes a letter-writing utility and a library of template documents for common communication scenarios.
Templates are grouped by business audience such as customers, vendors, employees, and other contacts.
Main Screens
| Screen | Tab Path | Use It For |
|---|---|---|
| Letter Writer | ||
| Utilities > Letter Writer | ||
| Open and prepare a templated letter for communication. |
How It Works
- Users select the right audience and a suitable template, then tailor the final text to the actual situation.
- The template library is most useful when the business wants consistency in wording and presentation.
- Letter Writer is not a replacement for invoices, statements, or system-generated accounting documents.
Recommended Workflow
- Open Letter Writer and choose the correct audience group.
- Select the starting template that best matches the purpose of the communication.
- Review and update the text for the actual case before printing or sharing it.
- Keep any reusable wording changes consistent with the company's communication policy.
Best Practice
- Do not overwrite a useful master template accidentally when you only need a one-time letter.
- Keep formal customer or vendor communications professionally worded.
- Review older templates occasionally so they still match your current business style and contact details.