In Ardex, go to Reporting > Mail Merge

Create and select template from your computer as required

Click Select Criteria

On the criteria list, select Finance > Overdue Debtors

Select Include as well and tick the applicable filter on the right. In this example, the debtors with 30 day balance or more is selected.

Click Refine List. The clients with 30 day balance or more should now appear on the recipient list.

You can now Close this window and Send the mail merge as required.